AMZU vs. BRKW

Last updated Jun 5, 2026

AMZU (Direxion Daily AMZN Bull 2X Shares) and BRKW (Roundhill BRKB WeeklyPay ETF) are both exchange-traded funds - AMZU is a Leveraged Equities fund tracking the Amazon.com, Inc. (150%), while BRKW is a Derivative Income fund actively managed by Roundhill. AMZU is passively managed, while BRKW is actively managed. At a 0.01 correlation, their price movements are largely independent. AMZU charges 1.06%/yr vs 0.99%/yr for BRKW.

Performance

AMZU vs. BRKW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily AMZN Bull 2X Shares (AMZU) and Roundhill BRKB WeeklyPay ETF (BRKW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AMZU achieves a 11.24% return, which is significantly higher than BRKW's -6.96% return.

AMZU

• 1D: 2.96%
• 1M: -15.04%
• YTD: 11.24%
• 6M: 11.82%
• 1Y: 23.24%
• 3Y*: 25.82%
• 5Y*: —
• 10Y*: —

BRKW

• 1D: 0.87%
• 1M: 3.11%
• YTD: -6.96%
• 6M: -7.41%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AMZU vs. BRKW - Yearly Performance Comparison

	2026 (YTD)	2025
AMZU Direxion Daily AMZN Bull 2X Shares	11.24%	6.02%
BRKW Roundhill BRKB WeeklyPay ETF	-6.96%	2.09%

Correlation

The correlation between AMZU and BRKW is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 20, 2025	0.01

AMZU vs. BRKW - Sectors Allocation Comparison

Sectors	AMZU	BRKW
Consumer Cyclical	100.0%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	7.4%
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

AMZU vs. BRKW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMZU

AMZU Risk / Return Rank: 17
AMZU Sharpe Ratio Rank: 15
AMZU Sortino Ratio Rank: 19
AMZU Omega Ratio Rank: 19
AMZU Calmar Ratio Rank: 16
AMZU Martin Ratio Rank: 15

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMZU vs. BRKW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AMZN Bull 2X Shares (AMZU) and Roundhill BRKB WeeklyPay ETF (BRKW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AMZU	BRKW	Difference
Sharpe ratio: Return per unit of total volatility	0.39	—	—
Sortino ratio: Return per unit of downside risk	0.95	—	—
Omega ratio: Gain probability vs. loss probability	1.12	—	—
Calmar ratio: Return relative to maximum drawdown	0.54	—	—
Martin ratio: Return relative to average drawdown	1.23	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	AMZU	BRKW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.39	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.27	-0.30	+0.57

Drawdowns

AMZU vs. BRKW - Drawdown Comparison

The maximum AMZU drawdown since its inception was -55.59%, which is greater than BRKW's maximum drawdown of -12.64%. Use the drawdown chart below to compare losses from any high point for AMZU and BRKW.

Drawdown Indicators

	AMZU	BRKW	Difference
Max Drawdown Largest peak-to-trough decline	-55.59%	-12.64%	-42.95%
Max Drawdown (1Y) Largest decline over 1 year	-42.98%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-55.47%	—	—
Current Drawdown Current decline from peak	-18.07%	-9.92%	-8.15%
Average Drawdown Average peak-to-trough decline	-21.91%	-5.36%	-16.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	18.94%	—	—

Volatility

Volatility by Period

	AMZU	BRKW	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.79%	—	—
Volatility (6M) Calculated over the trailing 6-month period	40.74%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	59.84%	17.22%	+42.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	59.15%	17.22%	+41.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	59.15%	17.22%	+41.93%

AMZU vs. BRKW - Expense Ratio Comparison

AMZU has a 1.06% expense ratio, which is higher than BRKW's 0.99% expense ratio.

Dividends

AMZU vs. BRKW - Dividend Comparison

AMZU's dividend yield for the trailing twelve months is around 5.46%, less than BRKW's 24.97% yield.

Position	TTM	2025	2024	2023	2022
AMZU Direxion Daily AMZN Bull 2X Shares	5.46%	6.12%	3.79%	3.37%	0.50%
BRKW Roundhill BRKB WeeklyPay ETF	24.97%	14.45%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AMZU and BRKW in my portfolio?

AMZU and BRKW have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AMZU or BRKW?

On fees, BRKW is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AMZU or BRKW?

BRKW is cheaper with a 0.99% expense ratio, compared with 1.06% for AMZU.

Which ETF pays a higher dividend yield, AMZU or BRKW?

BRKW has the higher dividend yield at 24.97%, compared with 5.46% for AMZU.

What is the main difference between AMZU and BRKW?

AMZU is categorized as Leveraged Equities, while BRKW is Derivative Income. They also come from different issuers: Direxion and Roundhill. Their fees differ too: 1.06% for AMZU and 0.99% for BRKW.