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 4.08% vs 8.18% for BRK-B. Their 0.99 correlation means they have historically moved very closely together.
Performance
BRKU vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, BRKU achieves a -3.12% return, which is significantly lower than BRK-B's 1.77% return.
BRKU
- 1D
- 0.99%
- 1M
- 1.01%
- 6M
- 6.89%
- YTD
- -3.12%
- 1Y
- 4.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -0.48%
BRK-B
- 1D
- 0.36%
- 1M
- 0.74%
- 6M
- 6.45%
- YTD
- 1.77%
- 1Y
- 8.18%
- 3Y*
- 13.24%
- 5Y*
- 12.95%
- 10Y*
- 13.57%
- ALL TIME*
- 10.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.04B | $2.04B | $2.42B | |
| $1.38M | $1.61M | $3.31M |
BRKU vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | -3.12% | 6.44% | -3.78% |
BRK-B Berkshire Hathaway Inc. | 1.77% | 10.89% | -1.99% |
Correlation
The correlation between BRKU and BRK-B is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 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.
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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 | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.11 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.18 | 0.90 | -0.71 |
| Martin ratioReturn relative to average drawdown | 0.34 | 1.88 | -1.54 |
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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.
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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 | -23.98% | -5.24% | -18.74% |
Average DrawdownAverage peak-to-trough decline | -19.76% | -11.06% | -8.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.67% | 4.49% | +7.18% |
Volatility
BRKU vs. BRK-B - Volatility Comparison
Direxion Daily BRKB Bull 2X Shares (BRKU) has a higher volatility of 8.98% compared to Berkshire Hathaway Inc. (BRK-B) at 4.59%. 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.
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Volatility by Period
| BRKU | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.98% | 4.59% | +4.39% |
Volatility (6M)Calculated over the trailing 6-month period | 21.66% | 11.13% | +10.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.59% | 14.79% | +13.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.97% | 17.12% | +16.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.97% | 19.42% | +14.55% |
Dividends
BRKU vs. BRK-B - Dividend Comparison
BRKU's dividend yield for the trailing twelve months is around 2.47%, 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 | 2.47% | 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 (8.98%) compared to BRK-B (4.59%). In terms of maximum drawdown, BRKU dropped -35.37% vs BRK-B's -53.86%.
BRK-B currently has the higher Sharpe Ratio (0.57 vs 0.14), 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.
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