BRKU vs AAA

Comparison between DIREXION DAILY BRKB BULL 2X SHARES (BRKU, ETF) and ALTERNATIVE ACCESS FIRST PRIORITY CLO BOND ETF (AAA, ETF).

BRKU vs AAA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRKU(ETF)	AAA(ETF)
Net Assets	$45M	$45M
Expense Ratio	N/A	0.25%
Max Drawdown	37.02%	4.47%
Sharpe Ratio	-0.19	0.46
5Y Beta	0.76	0.02
5Y Dividends CAGR	N/A	46.05%

Net Assets

BRKU

$45M

AAA

$45M

Expense Ratio

BRKU

N/A

AAA

0.25%

Max Drawdown

BRKU

37.02%

Winner

AAA

4.47%

Sharpe Ratio

BRKU

-0.19

Winner

AAA

0.46

5Y Beta

BRKU

0.76

Winner

AAA

0.02

5Y Dividends CAGR

BRKU

N/A

AAA

46.05%

BRKU vs AAA - Historical Returns

Returns include dividend reinvestment.

Period	BRKU	AAA
1 month	-0.70%	+0.25%
3 months	+6.00%	+1.16%
6 months	-3.42%	+2.27%
1 year	-5.74%	+4.87%
5 years(CAGR)	N/A	+4.69%
Max(CAGR)	-5.79%	+4.11%

BRKU

-0.70%

Winner

AAA

+0.25%

Winner

BRKU

+6.00%

AAA

+1.16%

BRKU

-3.42%

Winner

AAA

+2.27%

BRKU

-5.74%

Winner

AAA

+4.87%

5Y(CAGR)

BRKU

N/A

AAA

+4.69%

Max(CAGR)

BRKU

-5.79%

Winner

AAA

+4.11%

BRKU vs AAA - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BRKU	AAA
2026	-8.81%	+2.52%
2025	+7.68%	+4.82%
2024	-3.96%	+6.58%
2023	N/A	+8.96%
2022	N/A	+0.23%
2021	N/A	+0.88%
2020	N/A	+0.32%

BRKU vs AAA Drawdown Comparison

The maximum drawdown for BRKU was -35.38%, occurring on May 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for AAA was -2.63%, occurring on Jul 6, 2022. Recovery took 260 trading sessions.

The current BRKU drawdown is -30.25%. The current AAA drawdown is -0.17%.

Rank	BRKU	AAA
#1	-35.38% Apr 2, 2025 - May 5, 2026	-2.63% Dec 16, 2021 - Dec 29, 2022
#2	-8.90% Dec 11, 2024 - Jan 17, 2025	-2.40% Mar 6, 2025 - May 2, 2025
#3	-7.54% Feb 28, 2025 - Mar 17, 2025	-0.66% Feb 22, 2023 - Apr 6, 2023
#4	-3.98% Jan 27, 2025 - Feb 6, 2025	-0.66% Sep 9, 2020 - Nov 20, 2020
#5	-3.79% Jan 21, 2025 - Jan 27, 2025	-0.60% Feb 26, 2026 - Apr 1, 2026
#6	-3.06% Mar 27, 2025 - Apr 2, 2025	-0.57% Jul 3, 2025 - Jul 31, 2025
#7	-2.99% Feb 6, 2025 - Feb 13, 2025	-0.56% Dec 16, 2025 - Dec 23, 2025
#8	-2.48% Mar 20, 2025 - Mar 25, 2025	-0.48% May 19, 2025 - Jun 2, 2025
#9	-1.76% Feb 25, 2025 - Feb 27, 2025	-0.47% Nov 30, 2023 - Dec 6, 2023
#10	-1.69% Feb 19, 2025 - Feb 24, 2025	-0.46% Jun 2, 2026 - Jul 1, 2026
#11	-0.46% Feb 13, 2025 - Feb 18, 2025	-0.45% Jul 6, 2026 - Jul 20, 2026
#12	N/A	-0.42% Apr 17, 2026 - May 8, 2026
#13	N/A	-0.38% Apr 1, 2026 - Apr 17, 2026
#14	N/A	-0.38% Jul 31, 2024 - Aug 13, 2024
#15	N/A	-0.37% Aug 1, 2025 - Aug 22, 2025

Correlation

Correlation between BRKU and AAA is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69

-101