MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN (BERZ) belongs to the Inverse Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with BERZ. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BERZ
BERZ charges 0.95% annually. There are 5 ETFs in the Inverse Equities category with lower expense ratios, going as low as 0.50%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily S&P 500 Bear 1x Shares | 0.50% | 213.79M | Jun 2016 | BERZ vs SPDN | |
| Direxion Daily Magnificent 7 Bear 1X Shares | 0.57% | 27.70M | Mar 2024 | BERZ vs QQQD | |
| ProShares Decline of the Retail Store ETF | 0.66% | 3.01M | Nov 2017 | BERZ vs EMTY | |
| Tradr Short Innovation Daily ETF | 0.75% | 56.18M | Nov 2021 | BERZ vs SARK | |
| ProShares Short S&P500 | 0.90% | 981.01M | Jun 2006 | BERZ vs SH |
Best Risk-Adjusted Alternatives to BERZ
BERZ has a PortfoliosLab risk / return rank of 0. There are 49 ETFs in the Inverse Equities category with higher risk-adjusted ranks, going as high as 35.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily NFLX Bear 1X Shares | 35 | 5.31M | Oct 2024 | BERZ vs NFXS | |
| Volatility Shares -1x Short VIX Futures ETF | 26 | 215.09M | Mar 2022 | BERZ vs SVIX | |
| T-REX 2X Inverse MSTR Daily Target ETF | 26 | 118.12M | Sep 2024 | BERZ vs MSTZ | |
| Defiance Daily Target 2X Short MSTR ETF | 24 | 30.99M | Aug 2024 | BERZ vs SMST | |
| Direxion Daily BRKB Bear 1X Shares | 20 | 2.34M | Dec 2024 | BERZ vs BRKD |
Top Performing BERZ Alternatives (YTD)
BERZ is at -65.19% YTD. There are 62 ETFs in the Inverse Equities category with higher YTD returns, going as high as 13.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| YieldMax Short COIN Option Income Strategy ETF | 13.84% | 35.89M | Jul 2024 | BERZ vs FIAT | |
| Direxion Daily PLTR Bear 1X Shares | 13.23% | 40.54M | Dec 2024 | BERZ vs PLTD | |
| Direxion Daily NFLX Bear 1X Shares | 11.23% | 5.31M | Oct 2024 | BERZ vs NFXS | |
| Direxion Daily MSFT Bear 1X Shares | 10.43% | 13.89M | Sep 2022 | BERZ vs MSFD | |
| ProShares Short Financials | 8.89% | 15.40M | Jun 2008 | BERZ vs SEF |
Lowest Volatility Alternatives to BERZ
BERZ has 75.77% 1-year volatility. There are 55 ETFs in the Inverse Equities category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| -1x Short VIX Mid-Term Futures Strategy ETF | 0.00% | 12.30M | Apr 2023 | BERZ vs ZIVB | |
| ProShares Short S&P500 | 11.80% | 981.01M | Jun 2006 | BERZ vs SH | |
| Direxion Daily S&P 500 Bear 1x Shares | 12.10% | 213.79M | Jun 2016 | BERZ vs SPDN | |
| ProShares Short Dow30 | 12.13% | 108.72M | Jun 2006 | BERZ vs DOG | |
| YieldMax Short N100 Option Income Strategy ETF | 12.51% | 13.26M | Aug 2024 | BERZ vs YQQQ |
Lowest Drawdown Alternatives to BERZ
BERZ has a 1-year max drawdown of -87.32%. There are 53 ETFs in the Inverse Equities category with shallower 1-year drawdowns, going as shallow as -9.34%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily BRKB Bear 1X Shares | -9.34% | 2.34M | Dec 2024 | BERZ vs BRKD | |
| ProShares Short Financials | -9.72% | 15.40M | Jun 2008 | BERZ vs SEF | |
| AdvisorShares Ranger Equity Bear ETF | -12.26% | 63.43M | Jan 2011 | BERZ vs HDGE | |
| ProShares Decline of the Retail Store ETF | -14.00% | 3.01M | Nov 2017 | BERZ vs EMTY | |
| ProShares Short FTSE China 50 | -14.21% | 4.57M | Mar 2010 | BERZ vs YXI |
Other ETFs from BMO
The 9 most viewed BMO ETFs shown here include FNGS, GDXU, BULZ and span 4 categories. AUM among these funds goes as high as $3B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MicroSectors FANG+ ETN | Large Cap Growth Equities | 34 | 16.26% | 554.66M | Nov 2019 | BERZ vs FNGS | |
| MicroSectors Gold Miners 3X Leveraged ETN | Leveraged Equities | 23 | -43.81% | 1.27B | Dec 2020 | BERZ vs GDXU | |
| MicroSectors Solactive FANG & Innovation 3X Levera... | Leveraged Equities | 76 | 100.89% | 2.75B | Aug 2021 | BERZ vs BULZ | |
| MicroSectors Gold 3X Leveraged ETN | Leveraged Commodities | 21 | -14.45% | 106.06M | Feb 2023 | BERZ vs SHNY | |
| MicroSectors Gold Miners -3X Inverse Leveraged ETN... | Inverse Equities | 2 | -51.20% | 107.09M | Dec 2020 | BERZ vs GDXD | |
| MicroSectors FANG+™ Index -3X Inverse Leveraged ET... | Leveraged Equities | 1 | -41.82% | 60.09M | Jan 2018 | BERZ vs FNGD | |
| MicroSectors U.S. Big Oil Index 3X Leveraged ETN | Leveraged Equities | 58 | 129.31% | 27.41M | Apr 2019 | BERZ vs NRGU | |
| MicroSectors Oil & Gas Exploration & Production 3X... | Leveraged Commodities | 52 | 96.53% | 33.55M | Mar 2017 | BERZ vs OILU | |
| MicroSectors U.S. Big Oil Index -3X Inverse Levera... | Leveraged Equities | 1 | -70.71% | 2.71M | Apr 2019 | BERZ vs NRGD |
Often Compared With BERZ
Investors most often compare BERZ with EDZ, TECS, QUS. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BERZ with Any Fund or Stock
Compare BERZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BERZ with funds that move differently
MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BERZ.
Explore BERZ Diversifiers