BRKW vs. BRKU

Last updated Jun 3, 2026

BRKW (Roundhill BRKB WeeklyPay ETF) and BRKU (Direxion Daily BRKB Bull 2X Shares) are both exchange-traded funds - BRKW is a Derivative Income fund actively managed by Roundhill, while BRKU is a Leveraged Equities fund actively managed by Direxion. Both are actively managed. With a 0.98 correlation, they move nearly in lockstep. BRKW charges 0.99%/yr vs 0.97%/yr for BRKU.

Performance

BRKW vs. BRKU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill BRKB WeeklyPay ETF (BRKW) and Direxion Daily BRKB Bull 2X Shares (BRKU). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BRKW achieves a -8.59% return, which is significantly higher than BRKU's -16.14% return.

BRKW

• 1D: 0.53%
• 1M: -0.64%
• YTD: -8.59%
• 6M: -9.81%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRKU

• 1D: 0.80%
• 1M: -1.61%
• YTD: -16.14%
• 6M: -18.32%
• 1Y: -22.02%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRKW vs. BRKU - Yearly Performance Comparison

	2026 (YTD)	2025
BRKW Roundhill BRKB WeeklyPay ETF	-8.59%	2.09%
BRKU Direxion Daily BRKB Bull 2X Shares	-16.14%	0.63%

Correlation

The correlation between BRKW and BRKU is 0.98 - 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 (All Time) Calculated using the full available price history since Jun 20, 2025	0.98

Return for Risk

BRKW vs. BRKU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRKU

BRKU Risk / Return Rank: 2
BRKU Sharpe Ratio Rank: 2
BRKU Sortino Ratio Rank: 3
BRKU Omega Ratio Rank: 3
BRKU Calmar Ratio Rank: 1
BRKU Martin Ratio Rank: 0

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRKW vs. BRKU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill BRKB WeeklyPay ETF (BRKW) and Direxion Daily BRKB Bull 2X Shares (BRKU). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BRKW	BRKU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.80	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.41	-0.29	-0.12

Drawdowns

BRKW vs. BRKU - Drawdown Comparison

The maximum BRKW drawdown since its inception was -12.64%, smaller than the maximum BRKU drawdown of -35.37%. Use the drawdown chart below to compare losses from any high point for BRKW and BRKU.

Drawdown Indicators

	BRKW	BRKU	Difference
Max Drawdown Largest peak-to-trough decline	-12.64%	-35.37%	+22.73%
Max Drawdown (1Y) Largest decline over 1 year	—	-22.06%	—
Current Drawdown Current decline from peak	-11.51%	-34.19%	+22.68%
Average Drawdown Average peak-to-trough decline	-5.32%	-18.83%	+13.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	12.44%	—

Volatility

Volatility by Period

	BRKW	BRKU	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.31%	—
Volatility (6M) Calculated over the trailing 6-month period	—	20.68%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.24%	27.74%	-10.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.24%	34.44%	-17.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.24%	34.44%	-17.20%

BRKW vs. BRKU - Expense Ratio Comparison

BRKW has a 0.99% expense ratio, which is higher than BRKU's 0.97% expense ratio.

Dividends

BRKW vs. BRKU - Dividend Comparison

BRKW's dividend yield for the trailing twelve months is around 25.42%, more than BRKU's 3.04% yield.

Position	TTM	2025
BRKU Direxion Daily BRKB Bull 2X Shares	3.04%	2.44%
BRKW Roundhill BRKB WeeklyPay ETF	25.42%	14.45%

Frequently Asked Questions

Can I hold both BRKW and BRKU in my portfolio?

With a correlation of 0.98, BRKW and BRKU 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.

Which ETF is better, BRKW or BRKU?

On fees, BRKU is cheaper at 0.97% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BRKW or BRKU?

BRKU is cheaper with a 0.97% expense ratio, compared with 0.99% for BRKW.

Which ETF pays a higher dividend yield, BRKW or BRKU?

BRKW has the higher dividend yield at 25.42%, compared with 3.04% for BRKU.

What is the main difference between BRKW and BRKU?

BRKW is categorized as Derivative Income, while BRKU is Leveraged Equities. They also come from different issuers: Roundhill and Direxion. Their fees differ too: 0.99% for BRKW and 0.97% for BRKU.