BRKD vs VOO
Direxion Daily BRKB Bear 1X ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BRKD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $1M | $997.4B | |
| Dividend Yield | 2.82% | 1.08% | |
| Holdings | 7 | 509 | |
| YTD Return | +3.82% | +12.95% | |
| 1Y Return | +11.74% | +20.69% | |
| 3Y Return (annualized) | - | +22.09% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | 16.8% | 14.1% | |
| Max Drawdown | -17.9% | -34.3% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 11, 2024 | Sep 7, 2010 |
BRKD vs VOO Performance
Direxion Daily BRKB Bear 1X ETF (BRKD) is a ETF from Direxion Shares ETF Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BRKD returned +11.74% while VOO returned +20.69%. Year to date, BRKD is up 3.82% versus a gain of 12.95% for VOO.
Risk: Volatility and Drawdowns
BRKD has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 14.1% for VOO. 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 -17.9% for BRKD and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKD charges 1.00% per year while VOO charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, BRKD currently yields 2.82% against 1.08% for VOO.
Holdings Overlap
BRKD and VOO share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRKD or VOO?
BRKD has an expense ratio of 1.00% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, BRKD or VOO?
Over the past year BRKD returned +11.74% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BRKD annualized +0.64% vs +13.50% for VOO. Past performance does not guarantee future results.
Which is riskier, BRKD or VOO?
BRKD has been the more volatile fund at 16.8% annualized versus 14.1% for VOO. Worst drawdown: BRKD -17.9% vs VOO -34.3%.
Should I hold both BRKD and VOO?
BRKD and VOO have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKD and VOO?
BRKD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, BRKD or VOO?
BRKD yields 2.82% while VOO yields 1.08%, so BRKD currently pays the higher dividend yield.
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