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 -10.14% vs 1.03% for BRK-B. With a 0.99 correlation, they move nearly in lockstep.
Performance
BRKU vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, BRKU achieves a -9.67% return, which is significantly lower than BRK-B's -1.96% return.
BRKU
- 1D
- 0.90%
- 1M
- 1.36%
- YTD
- -9.67%
- 6M
- -9.20%
- 1Y
- -10.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRK-B
- 1D
- 0.84%
- 1M
- 1.32%
- YTD
- -1.96%
- 6M
- -1.54%
- 1Y
- 1.03%
- 3Y*
- 13.70%
- 5Y*
- 12.33%
- 10Y*
- 13.43%
BRKU vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | -9.67% | 6.44% | -3.78% |
BRK-B Berkshire Hathaway Inc. | -1.96% | 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.
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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 | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.02 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.46 | 0.11 | -0.57 |
| Martin ratioReturn relative to average drawdown | -0.90 | 0.23 | -1.12 |
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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 | -29.12% | -8.71% | -20.41% |
Average DrawdownAverage peak-to-trough decline | -19.19% | -11.07% | -8.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.34% | 4.57% | +6.77% |
Volatility
BRKU vs. BRK-B - Volatility Comparison
Direxion Daily BRKB Bull 2X Shares (BRKU) has a higher volatility of 7.37% compared to Berkshire Hathaway Inc. (BRK-B) at 3.75%. 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 | 7.37% | 3.75% | +3.62% |
Volatility (6M)Calculated over the trailing 6-month period | 20.55% | 10.63% | +9.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.85% | 14.39% | +13.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.11% | 17.10% | +17.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.11% | 19.39% | +14.72% |
Dividends
BRKU vs. BRK-B - Dividend Comparison
BRKU's dividend yield for the trailing twelve months is around 2.82%, 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 | 2.82% | 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 (7.37%) compared to BRK-B (3.75%). In terms of maximum drawdown, BRKU dropped -35.37% vs BRK-B's -53.86%.
BRK-B currently has the higher Sharpe Ratio (0.07 vs -0.37), 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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