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BRZU vs. SPXS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BRZU vs. SPXS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily Brazil Bull 2X Shares (BRZU) and Direxion Daily S&P 500 Bear 3X Shares (SPXS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BRZU achieves a 10.43% return, which is significantly higher than SPXS's -19.79% return. Over the past 10 years, BRZU has outperformed SPXS with an annualized return of -16.32%, while SPXS has yielded a comparatively lower -42.33% annualized return.


BRZU

1D
1.88%
1M
-11.31%
YTD
10.43%
6M
12.45%
1Y
49.04%
3Y*
2.80%
5Y*
-4.20%
10Y*
-16.32%

SPXS

1D
0.04%
1M
6.38%
YTD
-19.79%
6M
-16.59%
1Y
-41.52%
3Y*
-40.72%
5Y*
-33.23%
10Y*
-42.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BRZU vs. SPXS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BRZU
Direxion Daily Brazil Bull 2X Shares
10.43%97.99%-57.07%55.48%8.30%-39.23%-91.34%57.02%-37.21%30.80%
SPXS
Direxion Daily S&P 500 Bear 3X Shares
-19.79%-41.53%-42.84%-45.97%36.14%-58.11%-70.47%-56.40%3.44%-44.52%

Correlation

The correlation between BRZU and SPXS is -0.50, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.50

Correlation (3Y)
Calculated over the trailing 3-year period

-0.44

Correlation (5Y)
Calculated over the trailing 5-year period

-0.40

Correlation (10Y)
Calculated over the trailing 10-year period

-0.43

Correlation (All Time)
Calculated using the full available price history since Apr 10, 2013

-0.45

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Return for Risk

BRZU vs. SPXS — Risk / Return Rank

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

BRZU
BRZU Risk / Return Rank: 3030
Overall Rank
BRZU Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
BRZU Sortino Ratio Rank: 3131
Sortino Ratio Rank
BRZU Omega Ratio Rank: 3030
Omega Ratio Rank
BRZU Calmar Ratio Rank: 3030
Calmar Ratio Rank
BRZU Martin Ratio Rank: 2828
Martin Ratio Rank

SPXS
SPXS Risk / Return Rank: 11
Overall Rank
SPXS Sharpe Ratio Rank: 11
Sharpe Ratio Rank
SPXS Sortino Ratio Rank: 11
Sortino Ratio Rank
SPXS Omega Ratio Rank: 11
Omega Ratio Rank
SPXS Calmar Ratio Rank: 11
Calmar Ratio Rank
SPXS Martin Ratio Rank: 11
Martin Ratio Rank
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.

BRZU vs. SPXS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Brazil Bull 2X Shares (BRZU) and Direxion Daily S&P 500 Bear 3X Shares (SPXS). 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.


BRZUSPXSDifference
Sharpe ratioReturn per unit of total volatility

+2.11

Sortino ratioReturn per unit of downside risk

+3.27

Omega ratioGain probability vs. loss probability

1.19

0.81

+0.38

Calmar ratioReturn relative to maximum drawdown

1.37

-0.91

+2.28

Martin ratioReturn relative to average drawdown

3.67

-1.60

+5.27

BRZU vs. SPXS - Sharpe Ratio Comparison

The current BRZU Sharpe Ratio is 0.99, which is higher than the SPXS Sharpe Ratio of -1.12. The chart below compares the historical Sharpe Ratios of BRZU and SPXS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BRZU vs. SPXS - Drawdown Comparison

The maximum BRZU drawdown since its inception was -99.71%, roughly equal to the maximum SPXS drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for BRZU and SPXS.


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Drawdown Indicators


BRZUSPXSDifference

Max Drawdown

Largest peak-to-trough decline

-99.71%

-100.00%

+0.29%

Max Drawdown (1Y)

Largest decline over 1 year

-35.97%

-45.74%

+9.77%

Max Drawdown (3Y)

Largest decline over 3 years

-58.25%

-84.13%

+25.88%

Max Drawdown (5Y)

Largest decline over 5 years

-63.60%

-90.11%

+26.51%

Max Drawdown (10Y)

Largest decline over 10 years

-98.11%

-99.61%

+1.50%

Current Drawdown

Current decline from peak

-99.21%

-100.00%

+0.79%

Average Drawdown

Average peak-to-trough decline

-89.57%

-96.29%

+6.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.42%

27.24%

-13.82%

Volatility

BRZU vs. SPXS - Volatility Comparison

The current volatility for Direxion Daily Brazil Bull 2X Shares (BRZU) is 12.17%, while Direxion Daily S&P 500 Bear 3X Shares (SPXS) has a volatility of 14.10%. This indicates that BRZU experiences smaller price fluctuations and is considered to be less risky than SPXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BRZUSPXSDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.17%

14.10%

-1.93%

Volatility (6M)

Calculated over the trailing 6-month period

39.53%

29.36%

+10.17%

Volatility (1Y)

Calculated over the trailing 1-year period

49.99%

37.23%

+12.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.43%

50.68%

+4.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

82.67%

53.57%

+29.10%

BRZU vs. SPXS - Expense Ratio Comparison

BRZU has a 1.29% expense ratio, which is higher than SPXS's 1.08% expense ratio.


Dividends

BRZU vs. SPXS - Dividend Comparison

BRZU's dividend yield for the trailing twelve months is around 2.04%, less than SPXS's 4.23% yield.


PositionTTM202520242023202220212020201920182017
BRZU
Direxion Daily Brazil Bull 2X Shares
2.04%2.39%8.73%3.24%4.70%6.29%0.78%0.95%1.04%0.74%
SPXS
Direxion Daily S&P 500 Bear 3X Shares
4.23%4.93%6.18%5.66%0.00%0.00%0.51%1.74%0.58%0.00%

Frequently Asked Questions


BRZU and SPXS have a correlation of -0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPXS has higher volatility (14.10%) compared to BRZU (12.17%). In terms of maximum drawdown, BRZU dropped -99.71% vs SPXS's -100.00%.

On 10-year performance, BRZU leads with -16.32% vs -42.33% for SPXS. On fees, SPXS is cheaper at 1.08% per year. On volatility, BRZU has been the lower-risk option at 12.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, BRZU has performed better with a -16.32% return vs -42.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPXS is cheaper with a 1.08% expense ratio, compared with 1.29% for BRZU.

SPXS has the higher dividend yield at 4.23%, compared with 2.04% for BRZU.

BRZU is categorized as Leveraged Equities, while SPXS is Inverse Equities. BRZU tracks MSCI Brazil 25/50 Index, while SPXS tracks S&P 500 Index (-300%). Their fees differ too: 1.29% for BRZU and 1.08% for SPXS.

BRZU currently has the higher Sharpe Ratio (0.99 vs -1.12), 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.

Portfolio Optimizer

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