BRKU vs. VOO
Compare and contrast key facts about Direxion Daily BRKB Bull 2X Shares (BRKU) and Vanguard S&P 500 ETF (VOO).
BRKU and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BRKU is an actively managed fund by Direxion. It was launched on Dec 11, 2024. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRKU or VOO.
Correlation
The correlation between BRKU and VOO is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BRKU vs. VOO - Performance Comparison
Key characteristics
BRKU:
47.05%
VOO:
19.19%
BRKU:
-17.69%
VOO:
-33.99%
BRKU:
-4.55%
VOO:
-9.90%
Returns By Period
In the year-to-date period, BRKU achieves a 29.47% return, which is significantly higher than VOO's -5.74% return.
BRKU
29.47%
-3.08%
N/A
N/A
N/A
N/A
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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BRKU vs. VOO - Expense Ratio Comparison
BRKU has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BRKU vs. VOO — Risk-Adjusted Performance Rank
BRKU
VOO
BRKU vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily BRKB Bull 2X Shares (BRKU) and Vanguard S&P 500 ETF (VOO). 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.
Not enough dataDividends
BRKU vs. VOO - Dividend Comparison
BRKU's dividend yield for the trailing twelve months is around 0.28%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BRKU vs. VOO - Drawdown Comparison
The maximum BRKU drawdown since its inception was -17.69%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRKU and VOO. For additional features, visit the drawdowns tool.
Volatility
BRKU vs. VOO - Volatility Comparison
Direxion Daily BRKB Bull 2X Shares (BRKU) has a higher volatility of 21.90% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. This indicates that BRKU's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.