BRKU vs. WTAI
BRKU (Direxion Daily BRKB Bull 2X Shares) and WTAI (WisdomTree Artificial Intelligence and Innovation Fund) are both exchange-traded funds - BRKU is a Leveraged Equities fund actively managed by Direxion, while WTAI is a Artificial Intelligence fund tracking the WisdomTree Artificial Intelligence & Innovation Index. BRKU is actively managed, while WTAI is passively managed. Over the past year, BRKU returned 4.08% vs 58.80% for WTAI. Their -0.04 correlation means they have often moved in opposite directions in the past. BRKU charges 0.97%/yr vs 0.45%/yr for WTAI.
Performance
BRKU vs. WTAI - 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 WTAI's 32.02% return.
BRKU
- 1D
- 0.99%
- 1M
- 1.01%
- 6M
- 6.89%
- YTD
- -3.12%
- 1Y
- 4.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -0.48%
WTAI
- 1D
- 1.18%
- 1M
- -9.63%
- 6M
- 27.01%
- YTD
- 32.02%
- 1Y
- 58.80%
- 3Y*
- 24.91%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.38M | $1.61M | $3.31M | |
| $14.53M | $18.03M | $13.96M |
BRKU vs. WTAI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | -3.12% | 6.44% | -3.78% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 32.02% | 34.83% | -1.03% |
Correlation
The correlation between BRKU and WTAI is -0.23, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.23 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024 | -0.04 |
The correlation between BRKU and WTAI shifts across timeframes, from -0.23 (1 year) to -0.04 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BRKU vs. WTAI — Risk / Return Rank
BRKU
WTAI
BRKU vs. WTAI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily BRKB Bull 2X Shares (BRKU) and WisdomTree Artificial Intelligence and Innovation Fund (WTAI). 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 | WTAI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.25 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.96 | -1.78 |
| Martin ratioReturn relative to average drawdown | 0.34 | 7.66 | -7.32 |
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Drawdowns
BRKU vs. WTAI - Drawdown Comparison
The maximum BRKU drawdown since its inception was -35.37%, smaller than the maximum WTAI drawdown of -45.96%. Use the drawdown chart below to compare losses from any high point for BRKU and WTAI.
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Drawdown Indicators
| BRKU | WTAI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.37% | -45.96% | +10.59% |
Max Drawdown (1Y)Largest decline over 1 year | -22.06% | -27.61% | +5.55% |
Max Drawdown (3Y)Largest decline over 3 years | — | -31.83% | — |
Current DrawdownCurrent decline from peak | -23.98% | -20.43% | -3.55% |
Average DrawdownAverage peak-to-trough decline | -19.76% | -19.54% | -0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.67% | 7.05% | +4.62% |
Volatility
BRKU vs. WTAI - Volatility Comparison
The current volatility for Direxion Daily BRKB Bull 2X Shares (BRKU) is 8.98%, while WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a volatility of 17.48%. This indicates that BRKU experiences smaller price fluctuations and is considered to be less risky than WTAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRKU | WTAI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.98% | 17.48% | -8.50% |
Volatility (6M)Calculated over the trailing 6-month period | 21.66% | 33.66% | -12.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.59% | 37.82% | -9.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.97% | 32.70% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.97% | 32.70% | +1.27% |
BRKU vs. WTAI - Expense Ratio Comparison
BRKU has a 0.97% expense ratio, which is higher than WTAI's 0.45% expense ratio.
Dividends
BRKU vs. WTAI - Dividend Comparison
BRKU's dividend yield for the trailing twelve months is around 2.47%, more than WTAI's 1.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | 2.47% | 2.44% | 0.00% | 0.00% | 0.00% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.37% | 1.81% | 0.19% | 0.24% | 0.22% |
Frequently Asked Questions
BRKU and WTAI have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTAI has higher volatility (17.48%) compared to BRKU (8.98%). In terms of maximum drawdown, BRKU dropped -35.37% vs WTAI's -45.96%.
On 1-year performance, WTAI leads with 58.80% vs 4.08% for BRKU. On fees, WTAI is cheaper at 0.45% 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, WTAI has performed better with a 58.80% return vs 4.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
WTAI is cheaper with a 0.45% expense ratio, compared with 0.97% for BRKU.
BRKU has the higher dividend yield at 2.47%, compared with 1.37% for WTAI.
BRKU is categorized as Leveraged Equities, while WTAI is Artificial Intelligence. They also come from different issuers: Direxion and WisdomTree. Their fees differ too: 0.97% for BRKU and 0.45% for WTAI.
WTAI currently has the higher Sharpe Ratio (1.43 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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