BRZU vs VOO

BRZU vs VOO
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Quick Verdict

VOO has a lower expense ratio. BRZU delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: BRZUMore Diversified: VOO

Side-by-Side Comparison

MetricBRZUVOOWinner
Expense Ratio1.32%0.03%
AUM$89M$997.4B
Dividend Yield1.79%1.08%
Holdings8509
YTD Return+4.68%+14.27%
1Y Return+43.35%+21.79%
3Y Return (annualized)+5.63%+22.19%
5Y Return (annualized)-0.35%+13.28%
Volatility (annualized)84.8%14.2%
Max Drawdown-99.7%-34.3%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionApr 10, 2013Sep 7, 2010

BRZU vs VOO Performance

Direxion Daily MSCI Brazil Bull 2X ETF (BRZU) 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 BRZU returned +43.35% while VOO returned +21.79%. Year to date, BRZU is up 4.68% versus a gain of 14.27% for VOO.

Over three years, BRZU compounded at +5.63% per year against +22.19% for VOO; over five years the annualized figures are -0.35% and +13.28% respectively. Across the full 13-year window we track, VOO has the edge at +13.59% annualized vs -30.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BRZU has been the more volatile fund, with annualized monthly volatility of 84.8% compared with 14.2% 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 -99.7% for BRZU 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BRZU charges 1.32% per year while VOO charges 0.03%. On a $10,000 position that is $132 vs $3 annually, a gap of $129 per year that compounds over a long holding period. On income, BRZU currently yields 1.79% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

BRZU 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, BRZU or VOO?

BRZU has an expense ratio of 1.32% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $129 per year of difference.

Which performed better, BRZU or VOO?

Over the past year BRZU returned +43.35% vs +21.79% for VOO, so BRZU leads on 1-year performance. Over the longest common window we track (13 years), BRZU annualized -30.99% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, BRZU or VOO?

BRZU has been the more volatile fund at 84.8% annualized versus 14.2% for VOO. Worst drawdown: BRZU -99.7% vs VOO -34.3%.

Should I hold both BRZU and VOO?

BRZU and VOO have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BRZU and VOO?

BRZU and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, BRZU or VOO?

BRZU yields 1.79% while VOO yields 1.08%, so BRZU currently pays the higher dividend yield.

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