BRKU vs. BRK-A

Last updated Apr 3, 2026

Compare and contrast key facts about Direxion Daily BRKB Bull 2X Shares (BRKU) and Berkshire Hathaway Inc (BRK-A).

BRKU is an actively managed fund by Direxion. It was launched on Dec 11, 2024.

Performance

BRKU vs. BRK-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily BRKB Bull 2X Shares (BRKU) and Berkshire Hathaway Inc (BRK-A). The values are adjusted to include any dividend payments, if applicable.

BRKU vs. BRK-A - Yearly Performance Comparison

	2026 (YTD)	2025	2024
BRKU Direxion Daily BRKB Bull 2X Shares	-12.67%	6.44%	-3.96%
BRK-A Berkshire Hathaway Inc	-5.10%	10.85%	-1.41%

Returns By Period

In the year-to-date period, BRKU achieves a -12.67% return, which is significantly lower than BRK-A's -5.10% return.

BRKU

• 1D: -0.55%
• 1M: -2.57%
• YTD: -12.67%
• 6M: -12.95%
• 1Y: -31.47%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRK-A

• 1D: 0.01%
• 1M: -0.66%
• YTD: -5.10%
• 6M: -3.80%
• 1Y: -11.20%
• 3Y*: 15.10%
• 5Y*: 12.91%
• 10Y*: 12.79%

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

Return for Risk

BRKU vs. BRK-A — Risk / Return Rank

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

BRKU

BRKU Risk / Return Rank: 1
BRKU Sharpe Ratio Rank: 1
BRKU Sortino Ratio Rank: 1
BRKU Omega Ratio Rank: 1
BRKU Calmar Ratio Rank: 1
BRKU Martin Ratio Rank: 2

BRK-A

BRK-A Risk / Return Rank: 14
BRK-A Sharpe Ratio Rank: 13
BRK-A Sortino Ratio Rank: 14
BRK-A Omega Ratio Rank: 13
BRK-A Calmar Ratio Rank: 14
BRK-A Martin Ratio Rank: 16

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.

BRKU vs. BRK-A - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily BRKB Bull 2X Shares (BRKU) and Berkshire Hathaway Inc (BRK-A). 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.

	BRKU	BRK-A	Difference
Sharpe ratio Return per unit of total volatility	-0.89	-0.64	-0.25
Sortino ratio Return per unit of downside risk	-1.13	-0.76	-0.38
Omega ratio Gain probability vs. loss probability	0.85	0.90	-0.05
Calmar ratio Return relative to maximum drawdown	-0.89	-0.73	-0.16
Martin ratio Return relative to average drawdown	-1.35	-1.21	-0.14
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRKU vs. BRK-A - Sharpe Ratio Comparison

The current BRKU Sharpe Ratio is -0.89, which is lower than the BRK-A Sharpe Ratio of -0.64. The chart below compares the historical Sharpe Ratios of BRKU and BRK-A, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BRKU	BRK-A	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.89	-0.64	-0.25
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.75	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.68	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.24	0.82	-1.06

Correlation

The correlation between BRKU and BRK-A is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

BRKU vs. BRK-A - Dividend Comparison

BRKU's dividend yield for the trailing twelve months is around 2.92%, while BRK-A has not paid dividends to shareholders.

	TTM	2025
BRKU Direxion Daily BRKB Bull 2X Shares	2.92%	2.44%
BRK-A Berkshire Hathaway Inc	0.00%	0.00%

Drawdowns

BRKU vs. BRK-A - Drawdown Comparison

The maximum BRKU drawdown since its inception was -33.97%, smaller than the maximum BRK-A drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for BRKU and BRK-A.

Drawdown Indicators

	BRKU	BRK-A	Difference
Max Drawdown Largest peak-to-trough decline	-33.97%	-51.47%	+17.50%
Max Drawdown (1Y) Largest decline over 1 year	-33.00%	-14.43%	-18.57%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.98%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-30.43%	—
Current Drawdown Current decline from peak	-31.47%	-11.50%	-19.97%
Average Drawdown Average peak-to-trough decline	-17.14%	-9.51%	-7.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	22.33%	8.69%	+13.64%

Volatility

BRKU vs. BRK-A - Volatility Comparison

Direxion Daily BRKB Bull 2X Shares (BRKU) has a higher volatility of 8.10% compared to Berkshire Hathaway Inc (BRK-A) at 4.04%. This indicates that BRKU's price experiences larger fluctuations and is considered to be riskier than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BRKU	BRK-A	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.10%	4.04%	+4.06%
Volatility (6M) Calculated over the trailing 6-month period	21.52%	10.99%	+10.53%
Volatility (1Y) Calculated over the trailing 1-year period	35.55%	17.63%	+17.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.63%	17.25%	+18.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.63%	18.98%	+16.65%