BRKU vs VYM
Direxion Daily BRKB Bull 2X ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BRKU | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.02% | 0.04% | |
| AUM | $40M | $81.6B | |
| Dividend Yield | 2.47% | 2.24% | |
| Holdings | 9 | 616 | |
| YTD Return | -5.80% | +15.60% | |
| 1Y Return | -5.72% | +23.48% | |
| 3Y Return (annualized) | - | +19.07% | |
| 5Y Return (annualized) | - | +12.50% | |
| Volatility (annualized) | 31.9% | 14.6% | |
| Max Drawdown | -35.0% | -58.8% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 11, 2024 | Nov 10, 2006 |
BRKU vs VYM Performance
Direxion Daily BRKB Bull 2X ETF (BRKU) is a ETF from Direxion Shares ETF Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BRKU returned -5.72% while VYM returned +23.48%. Year to date, BRKU is down 5.80% versus a gain of 15.60% for VYM.
Risk: Volatility and Drawdowns
BRKU has been the more volatile fund, with annualized monthly volatility of 31.9% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKU charges 1.02% per year while VYM charges 0.04%. On a $10,000 position that is $102 vs $4 annually, a gap of $98 per year that compounds over a long holding period. On income, BRKU currently yields 2.47% against 2.24% for VYM.
Holdings Overlap
BRKU and VYM share 0 holdings out of 608 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 VYM?
BRKU has an expense ratio of 1.02% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
Which performed better, BRKU or VYM?
Over the past year BRKU returned -5.72% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BRKU annualized -3.33% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, BRKU or VYM?
BRKU has been the more volatile fund at 31.9% annualized versus 14.6% for VYM. Worst drawdown: BRKU -35.0% vs VYM -58.8%.
Should I hold both BRKU and VYM?
BRKU and VYM have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKU and VYM?
BRKU and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 608 unique securities.
Which pays a higher dividend, BRKU or VYM?
BRKU yields 2.47% while VYM yields 2.24%, so BRKU currently pays the higher dividend yield.
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