BRKU vs QQQ
Direxion Daily BRKB Bull 2X ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | BRKU | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 1.02% | 0.18% | |
| AUM | $40M | $496.3B | |
| Dividend Yield | 2.47% | 0.44% | |
| Holdings | 9 | 108 | |
| YTD Return | -7.32% | +16.64% | |
| 1Y Return | -8.33% | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 32.1% | 30.6% | |
| Max Drawdown | -35.0% | -83.0% | |
| Fund Family | Direxion Shares ETF Trust | Invesco (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 11, 2024 | Mar 10, 1999 |
BRKU vs QQQ Performance
Direxion Daily BRKB Bull 2X ETF (BRKU) is a ETF from Direxion Shares ETF Trust and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BRKU returned -8.33% while QQQ returned +27.27%. Year to date, BRKU is down 7.32% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
BRKU has been the more volatile fund, with annualized monthly volatility of 32.1% compared with 30.6% for QQQ. 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 -83.0% for QQQ. 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 -0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKU charges 1.02% per year while QQQ charges 0.18%. On a $10,000 position that is $102 vs $18 annually, a gap of $84 per year that compounds over a long holding period. On income, BRKU currently yields 2.47% against 0.44% for QQQ.
Holdings Overlap
BRKU and QQQ share 0 holdings out of 107 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, BRKU or QQQ?
BRKU has an expense ratio of 1.02% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
Which performed better, BRKU or QQQ?
Over the past year BRKU returned -8.33% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BRKU annualized -4.25% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, BRKU or QQQ?
BRKU has been the more volatile fund at 32.1% annualized versus 30.6% for QQQ. Worst drawdown: BRKU -35.0% vs QQQ -83.0%.
Should I hold both BRKU and QQQ?
BRKU and QQQ have a monthly-return correlation of -0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKU and QQQ?
BRKU and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.
Which pays a higher dividend, BRKU or QQQ?
BRKU yields 2.47% while QQQ yields 0.44%, so BRKU currently pays the higher dividend yield.
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