BRKU vs FAS
Direxion Daily BRKB Bull 2X ETF vs Direxion Daily Financial Bull 3X ETF
Which is better, BRKU or FAS?
BRKU has been ahead.
FAS has a lower expense ratio. BRKU led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BRKU | FAS |
|---|---|---|
| Expense Ratio | 1.02% | 0.89%Best |
| AUM | $41M | $2.1B |
| Dividend Yield | 2.49% | 10.41% |
| Holdings | 18 | 176 |
| YTD Return | +2.86%Best | -11.11% |
| 1Y Return | +0.47%Best | -4.59% |
| 3Y Return (annualized) | - | +40.50% |
| 5Y Return (annualized) | - | +5.72% |
| Volatility (annualized) | 31.4%Best | 39.9% |
| Max Drawdown | -35.0%Best | -43.1% |
| $10,000 over 1.8 years | $10,306Best | $9,935 |
| Fund Family | Direxion Shares ETF Trust | Direxion Shares ETF Trust |
| Category | Alternative | Alternative |
| Style | Trading-Leveraged Equity | Trading-Leveraged Equity |
| Inception | Dec 11, 2024 | Nov 6, 2008 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 11, 2024 to Oct 14, 2026 (1.8 years).
BRKU vs FAS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.8 years both funds cover.
BRKU vs FAS Performance
Direxion Daily BRKB Bull 2X ETF (BRKU) is an ETF from Direxion Shares ETF Trust and Direxion Daily Financial Bull 3X ETF (FAS) is an ETF from Direxion Shares ETF Trust. Over the past year BRKU returned +0.47% while FAS returned -4.59%. Year to date, BRKU is up 2.86% versus a loss of 11.11% for FAS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FAS has been the more volatile fund, with annualized monthly volatility of 39.9% compared with 31.4% for BRKU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -35.0% for BRKU and -43.1% for FAS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.21. They move largely independently of each other.
Fees and Cost Over Time
BRKU charges 1.02% per year while FAS charges 0.89%. On a $10,000 position that is $102 vs $89 annually, a gap of $13 per year that compounds over a long holding period. On income, BRKU currently yields 2.49% against 10.41% for FAS.
Holdings Overlap
At least 36.6% of FAS's money is in holdings BRKU also owns.
Stated as a floor: for BRKU, our book for it covers 97.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
4 positions in common, counted across the 4 positions we hold weights for in BRKU and 79 in FAS, against full books of 18 and 176.
36.6% of FAS is already inside BRKU.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, BRKU or FAS?
BRKU has an expense ratio of 1.02% while FAS charges 0.89%. FAS is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, BRKU or FAS?
Over the past year BRKU returned +0.47% vs -4.59% for FAS, so BRKU leads on 1-year performance. Over the longest common window we track (2 years), BRKU annualized +1.69% vs -0.36% for FAS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BRKU or FAS?
FAS has been the more volatile fund at 39.9% annualized versus 31.4% for BRKU. Worst drawdown: BRKU -35.0% vs FAS -43.1%.
Should I hold both BRKU and FAS?
BRKU and FAS have a monthly-return correlation of 0.21, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BRKU and FAS?
At least 36.6% of FAS's money is in holdings BRKU also owns. Our book for BRKU is partial, so the real figure is this or higher. They hold 4 positions in common, counted across the 4 positions we hold weights for in BRKU and 79 in FAS.
Which pays a higher dividend, BRKU or FAS?
BRKU yields 2.49% while FAS yields 10.41%, so FAS currently pays the higher dividend yield.
Is FAS better than BRKU?
FAS has a lower expense ratio. BRKU led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.