BRKU vs. BRK-B
BRKU (Direxion Daily BRKB Bull 2X Shares) is Leveraged Equities fund actively managed by Direxion, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past year, BRKU returned -3.42% vs 4.41% for BRK-B. With a 0.99 correlation, they move nearly in lockstep.
Performance
BRKU vs. BRK-B - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BRKU achieves a -8.34% return, which is significantly lower than BRK-B's -1.15% return.
BRKU
- 1D
- 1.04%
- 1M
- 2.35%
- 6M
- -6.54%
- YTD
- -8.34%
- 1Y
- -3.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRK-B
- 1D
- 0.64%
- 1M
- 1.55%
- 6M
- -0.36%
- YTD
- -1.15%
- 1Y
- 4.41%
- 3Y*
- 13.36%
- 5Y*
- 12.29%
- 10Y*
- 13.03%
BRKU vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | -8.34% | 6.44% | -3.78% |
BRK-B Berkshire Hathaway Inc. | -1.15% | 10.89% | -1.99% |
Correlation
The correlation between BRKU and BRK-B is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024 | 0.99 |
The correlation between BRKU and BRK-B has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BRKU vs. BRK-B — Risk / Return Rank
BRKU
BRK-B
BRKU vs. BRK-B - 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-B). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRKU | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.06 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | 0.47 | -0.63 |
| Martin ratioReturn relative to average drawdown | -0.30 | 0.99 | -1.30 |
Loading charts...
Drawdowns
BRKU vs. BRK-B - Drawdown Comparison
The maximum BRKU drawdown since its inception was -35.37%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BRKU and BRK-B.
Loading charts...
Drawdown Indicators
| BRKU | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.37% | -53.86% | +18.49% |
Max Drawdown (1Y)Largest decline over 1 year | -22.06% | -9.42% | -12.64% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.95% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.58% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -28.07% | -7.96% | -20.11% |
Average DrawdownAverage peak-to-trough decline | -19.46% | -11.06% | -8.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.31% | 4.45% | +6.86% |
Volatility
BRKU vs. BRK-B - Volatility Comparison
Direxion Daily BRKB Bull 2X Shares (BRKU) has a higher volatility of 8.44% compared to Berkshire Hathaway Inc. (BRK-B) at 4.39%. This indicates that BRKU's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BRKU | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.44% | 4.39% | +4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 21.28% | 10.97% | +10.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.04% | 14.54% | +13.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.05% | 17.11% | +16.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.05% | 19.40% | +14.65% |
Dividends
BRKU vs. BRK-B - Dividend Comparison
BRKU's dividend yield for the trailing twelve months is around 2.61%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% |
BRKU Direxion Daily BRKB Bull 2X Shares | 2.61% | 2.44% |
Frequently Asked Questions
With a correlation of 0.99, BRKU and BRK-B move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BRKU has higher volatility (8.44%) compared to BRK-B (4.39%). In terms of maximum drawdown, BRKU dropped -35.37% vs BRK-B's -53.86%.
BRK-B currently has the higher Sharpe Ratio (0.31 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BRKU and BRK-B
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer