BRKU vs. MOAT
BRKU (Direxion Daily BRKB Bull 2X Shares) and MOAT (VanEck Morningstar Wide Moat ETF) are both exchange-traded funds - BRKU is a Leveraged Equities fund actively managed by Direxion, while MOAT is a Large Cap Blend Equities fund tracking the Morningstar Wide Moat Focus Index. BRKU is actively managed, while MOAT is passively managed. Over the past year, BRKU returned -15.80% vs 15.51% for MOAT. At a 0.37 correlation, their price movements are largely independent. BRKU charges 0.97%/yr vs 0.47%/yr for MOAT.
Performance
BRKU vs. MOAT - Performance Comparison
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Returns By Period
In the year-to-date period, BRKU achieves a -13.68% return, which is significantly lower than MOAT's -0.07% return.
BRKU
- 1D
- 1.28%
- 1M
- 4.82%
- YTD
- -13.68%
- 6M
- -14.64%
- 1Y
- -15.80%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MOAT
- 1D
- 0.88%
- 1M
- 3.57%
- YTD
- -0.07%
- 6M
- -0.05%
- 1Y
- 15.51%
- 3Y*
- 11.79%
- 5Y*
- 8.20%
- 10Y*
- 13.40%
BRKU vs. MOAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | -13.68% | 6.44% | -3.96% |
MOAT VanEck Morningstar Wide Moat ETF | -0.07% | 13.20% | -4.30% |
Correlation
The correlation between BRKU and MOAT is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2024 | 0.37 |
The correlation between BRKU and MOAT shifts across timeframes, from 0.25 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BRKU vs. MOAT — Risk / Return Rank
BRKU
MOAT
BRKU vs. MOAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily BRKB Bull 2X Shares (BRKU) and VanEck Morningstar Wide Moat ETF (MOAT). 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 | MOAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.70 | ||
| Sortino ratioReturn per unit of downside risk | -2.34 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.19 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.72 | 1.25 | -1.97 |
| Martin ratioReturn relative to average drawdown | -1.45 | 3.90 | -5.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRKU | MOAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.57 | 1.12 | -1.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.45 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.24 | 0.78 | -1.01 |
Drawdowns
BRKU vs. MOAT - Drawdown Comparison
The maximum BRKU drawdown since its inception was -35.37%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for BRKU and MOAT.
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Drawdown Indicators
| BRKU | MOAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.37% | -33.31% | -2.06% |
Max Drawdown (1Y)Largest decline over 1 year | -22.06% | -12.43% | -9.63% |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.44% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.96% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.31% | — |
Current DrawdownCurrent decline from peak | -32.26% | -3.88% | -28.38% |
Average DrawdownAverage peak-to-trough decline | -18.91% | -3.83% | -15.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 3.98% | +6.95% |
Volatility
BRKU vs. MOAT - Volatility Comparison
Direxion Daily BRKB Bull 2X Shares (BRKU) has a higher volatility of 7.11% compared to VanEck Morningstar Wide Moat ETF (MOAT) at 3.86%. This indicates that BRKU's price experiences larger fluctuations and is considered to be riskier than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRKU | MOAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 3.86% | +3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 20.71% | 9.88% | +10.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.76% | 13.85% | +13.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.39% | 18.18% | +16.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.39% | 18.68% | +15.71% |
BRKU vs. MOAT - Expense Ratio Comparison
BRKU has a 0.97% expense ratio, which is higher than MOAT's 0.47% expense ratio.
Dividends
BRKU vs. MOAT - Dividend Comparison
BRKU's dividend yield for the trailing twelve months is around 2.95%, more than MOAT's 1.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | 2.95% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MOAT VanEck Morningstar Wide Moat ETF | 1.36% | 1.36% | 1.37% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% |
Frequently Asked Questions
BRKU and MOAT have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRKU has higher volatility (7.11%) compared to MOAT (3.86%). In terms of maximum drawdown, BRKU dropped -35.37% vs MOAT's -33.31%.
On 1-year performance, MOAT leads with 15.51% vs -15.80% for BRKU. On fees, MOAT is cheaper at 0.47% per year. On volatility, MOAT has been the lower-risk option at 3.86%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, MOAT has performed better with a 15.51% return vs -15.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
MOAT is cheaper with a 0.47% expense ratio, compared with 0.97% for BRKU.
BRKU has the higher dividend yield at 2.95%, compared with 1.36% for MOAT.
BRKU is categorized as Leveraged Equities, while MOAT is Large Cap Blend Equities. They also come from different issuers: Direxion and VanEck. Their fees differ too: 0.97% for BRKU and 0.47% for MOAT.
MOAT currently has the higher Sharpe Ratio (1.12 vs -0.57), 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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