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Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X Shares (UBOT)
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Upturn Advisory Summary
04/01/2025: UBOT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -12.54% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 11376 | Beta 2.95 | 52 Weeks Range 13.50 - 26.87 | Updated Date 04/5/2025 |
52 Weeks Range 13.50 - 26.87 | Updated Date 04/5/2025 |
Upturn AI SWOT
Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X Shares
ETF Overview
Overview
The Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares (UBOT) seeks daily investment results, before fees and expenses, of 200% of the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index. It focuses on companies that could benefit from the increased adoption and utilization of robotics and artificial intelligence.
Reputation and Reliability
Direxion is known for providing leveraged and inverse ETFs. The firm has a generally solid reputation, but leveraged ETFs are inherently complex and risky.
Management Expertise
Direxion has a team with experience in managing leveraged ETFs and understanding of the underlying indices and investment strategies.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, of 200% of the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index.
Investment Approach and Strategy
Strategy: The ETF aims to deliver twice the daily performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index.
Composition The ETF holds a basket of stocks included in the Indxx Global Robotics & Artificial Intelligence Thematic Index, using leverage to amplify daily returns.
Market Position
Market Share: UBOT has a niche market share within the leveraged thematic ETF space, specifically focusing on robotics and AI.
Total Net Assets (AUM): 116485257
Competitors
Key Competitors
- ROBO
- BOTZ
- IRBO
- XAI
Competitive Landscape
The competitive landscape includes ETFs that focus on robotics, AI, and automation. UBOT differentiates itself by offering 2x leveraged exposure, appealing to investors seeking amplified daily gains, but this also results in increased risk compared to unleveraged competitors. ROBO and BOTZ are broader in scope, while IRBO and XAI may have different weighting or inclusion criteria.
Financial Performance
Historical Performance: Historical performance will vary significantly depending on market conditions and the performance of the underlying index. Leveraged ETFs are not suitable for long-term holding.
Benchmark Comparison: The ETF's performance should be compared to 2x the daily performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index. Due to compounding, long-term performance may deviate significantly from 2x the index return.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume is moderate, which might affect the execution of large trades.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and liquidity, but is typically slightly wider than non-leveraged ETFs.
Market Dynamics
Market Environment Factors
Economic growth, technological advancements in robotics and AI, and investor sentiment towards these sectors can affect UBOT. Interest rate changes may also affect the cost of leverage.
Growth Trajectory
The growth trajectory depends on the performance of robotics and AI stocks and investor appetite for leveraged exposure. Strategy and holding changes are dictated by the index tracked.
Moat and Competitive Advantages
Competitive Edge
UBOT's competitive advantage lies in its 2x leveraged exposure to the robotics and AI sector, appealing to traders seeking amplified daily returns. This provides a unique offering compared to non-leveraged competitors. However, the daily reset feature can lead to erosion of value over time, especially in volatile markets. Direxion's experience in leveraged ETFs also contributes to its credibility.
Risk Analysis
Volatility
UBOT is highly volatile due to its leveraged nature. It is significantly more volatile than unleveraged robotics and AI ETFs.
Market Risk
The market risk is high, as it is exposed to fluctuations in the robotics and AI sectors, magnified by the leverage. Compounding effects can erode returns over time, especially during periods of high volatility.
Investor Profile
Ideal Investor Profile
UBOT is suitable for sophisticated, active traders with a high-risk tolerance who seek short-term, leveraged exposure to the robotics and AI sector.
Market Risk
UBOT is not suitable for long-term investors due to the compounding effects and potential for significant losses over time. It is best suited for active traders who understand the risks of leveraged ETFs.
Summary
The Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares (UBOT) provides leveraged exposure to the robotics and AI sector. This can result in amplified daily gains but also carries a high level of risk. The fund is best suited for sophisticated traders seeking short-term exposure, not long-term investment. Investors should carefully consider the risks associated with leveraged ETFs before investing in UBOT.
Similar Companies
BOTZ
Global X Robotics & Artificial Intelligence ETF
BOTZ
Global X Robotics & Artificial Intelligence ETF
IRBO
iShares Robotics and Artificial Intelligence
IRBO
iShares Robotics and Artificial Intelligence
ROBO
Robo Global® Robotics and Automation Index ETF
ROBO
Robo Global® Robotics and Automation Index ETF
Sources and Disclaimers
Data Sources:
- Direxion
- Indxx
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Leveraged ETFs are complex financial instruments and involve a high degree of risk. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index provides exposure to companies in developed markets that are expected to benefit from the adoption and utilization of robotics and/or artificial intelligence. The fund invests at least 80% of its net assets in financial instruments, such as swap agreements, securities of the index, and ETFs that track the index, that, in combination, provide 2X daily leveraged exposure to the index, consistent with the fund's investment objective. It is non-diversified.
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