BRKU vs VTI
Direxion Daily BRKB Bull 2X ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BRKU | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.02% | 0.03% | |
| AUM | $40M | $666.9B | |
| Dividend Yield | 2.47% | 1.07% | |
| Holdings | 9 | 3,543 | |
| YTD Return | -6.94% | +12.65% | |
| 1Y Return | -8.17% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 32.0% | 15.3% | |
| Max Drawdown | -35.0% | -56.6% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 11, 2024 | May 24, 2001 |
BRKU vs VTI Performance
Direxion Daily BRKB Bull 2X ETF (BRKU) is a ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BRKU returned -8.17% while VTI returned +21.39%. Year to date, BRKU is down 6.94% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
BRKU has been the more volatile fund, with annualized monthly volatility of 32.0% compared with 15.3% for VTI. 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 -56.6% for VTI. 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 -0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKU charges 1.02% per year while VTI charges 0.03%. On a $10,000 position that is $102 vs $3 annually, a gap of $99 per year that compounds over a long holding period. On income, BRKU currently yields 2.47% against 1.07% for VTI.
Holdings Overlap
BRKU and VTI share 0 holdings out of 2792 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 VTI?
BRKU has an expense ratio of 1.02% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $99 per year of difference.
Which performed better, BRKU or VTI?
Over the past year BRKU returned -8.17% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), BRKU annualized -4.02% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, BRKU or VTI?
BRKU has been the more volatile fund at 32.0% annualized versus 15.3% for VTI. Worst drawdown: BRKU -35.0% vs VTI -56.6%.
Should I hold both BRKU and VTI?
BRKU and VTI have a monthly-return correlation of -0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKU and VTI?
BRKU and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2792 unique securities.
Which pays a higher dividend, BRKU or VTI?
BRKU yields 2.47% while VTI yields 1.07%, so BRKU currently pays the higher dividend yield.
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