BRKU vs. SOXS
BRKU (Direxion Daily BRKB Bull 2X Shares) and SOXS (Direxion Daily Semiconductor Bear 3x Shares) are both exchange-traded funds - BRKU is a Leveraged Equities fund actively managed by Direxion, while SOXS is a Inverse Equities fund tracking the PHLX Semiconductor Index (-300%). BRKU is actively managed, while SOXS is passively managed. Over the past year, BRKU returned 4.08% vs -96.46% for SOXS. Their 0.02 correlation means their historical movements had little consistent relationship. BRKU charges 0.97%/yr vs 1.08%/yr for SOXS.
Performance
BRKU vs. SOXS - Performance Comparison
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Returns By Period
In the year-to-date period, BRKU achieves a -3.12% return, which is significantly higher than SOXS's -91.17% return.
BRKU
- 1D
- 0.99%
- 1M
- 1.01%
- 6M
- 6.89%
- YTD
- -3.12%
- 1Y
- 4.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -0.48%
SOXS
- 1D
- 0.65%
- 1M
- 20.33%
- 6M
- -85.96%
- YTD
- -91.17%
- 1Y
- -96.46%
- 3Y*
- -84.46%
- 5Y*
- -78.46%
- 10Y*
- -78.06%
- ALL TIME*
- -70.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.38M | $1.61M | $3.31M | |
| $3.72B | $3.43B | $3.32B |
BRKU vs. SOXS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | -3.12% | 6.44% | -3.78% |
SOXS Direxion Daily Semiconductor Bear 3x Shares | -91.17% | -85.53% | -5.45% |
Correlation
The correlation between BRKU and SOXS is 0.18, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.18 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024 | 0.02 |
The correlation between BRKU and SOXS shifts across timeframes, from 0.02 (all time) to 0.18 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BRKU vs. SOXS — Risk / Return Rank
BRKU
SOXS
BRKU vs. SOXS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily BRKB Bull 2X Shares (BRKU) and Direxion Daily Semiconductor Bear 3x Shares (SOXS). 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 | SOXS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +2.86 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.74 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.18 | -0.98 | +1.17 |
| Martin ratioReturn relative to average drawdown | 0.34 | -1.35 | +1.69 |
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Drawdowns
BRKU vs. SOXS - Drawdown Comparison
The maximum BRKU drawdown since its inception was -35.37%, smaller than the maximum SOXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for BRKU and SOXS.
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Drawdown Indicators
| BRKU | SOXS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.37% | -100.00% | +64.63% |
Max Drawdown (1Y)Largest decline over 1 year | -22.06% | -97.89% | +75.83% |
Max Drawdown (3Y)Largest decline over 3 years | — | -99.87% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -99.98% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -100.00% | — |
Current DrawdownCurrent decline from peak | -23.98% | -100.00% | +76.02% |
Average DrawdownAverage peak-to-trough decline | -19.76% | -92.65% | +72.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.67% | 71.27% | -59.60% |
Volatility
BRKU vs. SOXS - Volatility Comparison
The current volatility for Direxion Daily BRKB Bull 2X Shares (BRKU) is 8.98%, while Direxion Daily Semiconductor Bear 3x Shares (SOXS) has a volatility of 55.41%. This indicates that BRKU experiences smaller price fluctuations and is considered to be less risky than SOXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRKU | SOXS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.98% | 55.41% | -46.43% |
Volatility (6M)Calculated over the trailing 6-month period | 21.66% | 117.32% | -95.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.59% | 132.87% | -104.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.97% | 114.55% | -80.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.97% | 103.76% | -69.79% |
BRKU vs. SOXS - Expense Ratio Comparison
BRKU has a 0.97% expense ratio, which is lower than SOXS's 1.08% expense ratio.
Dividends
BRKU vs. SOXS - Dividend Comparison
BRKU's dividend yield for the trailing twelve months is around 2.47%, less than SOXS's 41.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | 2.47% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXS Direxion Daily Semiconductor Bear 3x Shares | 41.84% | 10.79% | 5.45% | 9.22% | 0.19% | 0.00% | 3.58% | 2.30% | 0.76% |
Frequently Asked Questions
BRKU and SOXS have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXS has higher volatility (55.41%) compared to BRKU (8.98%). In terms of maximum drawdown, BRKU dropped -35.37% vs SOXS's -100.00%.
On 1-year performance, BRKU leads with 4.08% vs -96.46% for SOXS. On fees, BRKU is cheaper at 0.97% per year. On volatility, BRKU has been the lower-risk option at 8.98%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BRKU has performed better with a 4.08% return vs -96.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BRKU is cheaper with a 0.97% expense ratio, compared with 1.08% for SOXS.
SOXS has the higher dividend yield at 41.84%, compared with 2.47% for BRKU.
BRKU is categorized as Leveraged Equities, while SOXS is Inverse Equities. Their fees differ too: 0.97% for BRKU and 1.08% for SOXS.
BRKU currently has the higher Sharpe Ratio (0.14 vs -0.73), 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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