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BRKU vs BDGS

Comparison between DIREXION DAILY BRKB BULL 2X SHARES (BRKU, ETF) and BRIDGES CAPITAL TACTICAL ETF (BDGS, ETF).

BRKU vs BDGS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BRKU
$42M
BDGS
$42M
Expense Ratio
BRKU
N/A
BDGS
0.87%
Max Drawdown
BRKU
37.02%
Winner
BDGS
9.97%
Sharpe Ratio
BRKU
-0.31
Winner
BDGS
0.85
5Y Beta
BRKU
0.75
Winner
BDGS
0.50

BRKU vs BDGS - Holdings Comparison

BRKU and BDGS have 0 common holdings. Overlap is 0.00%

BRKU's top 25 holdings weight is 10.68%. BDGS's top 25 holdings weight is 68.10%.

RankBRKUBDGS
#1
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.68%
ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) - 23.32%
#2N/A
STATE STREET® SPDR® BLMBG1-3MTHT-BILLETF (BIL) - 20.03%
#3N/A
ISHARES RUSSELL 2000 ETF (IWM) - 2.64%
#4N/A
INVESCO QQQ TRUST (QQQ) - 2.52%
#5N/A
STATE STREET® SPDR® S&P 500® ETF (SPY) - 2.51%
#6N/A
NETFLIX INC (NFLX) - 2.19%
#7N/A
MICROSOFT CORP (MSFT) - 2.18%
#8N/A
CHEVRON CORP (CVX) - 1.74%
#9N/A
COSTCO WHOLESALE CORP (COST) - 1.67%
#10N/A
META PLATFORMS INC CLASS A (META) - 1.65%
#11N/A
PEPSICO INC (PEP) - 1.59%
#12N/A
ALPHABET INC CLASS C (GOOG) - 1.08%
#13N/A
AMAZON.COM INC (AMZN) - 1.05%
#14N/A
APPLE INC (AAPL) - 0.99%
#15N/A
NVIDIA CORP (NVDA) - 0.97%
#16N/A
BROADCOM INC (AVGO) - 0.95%
#17N/A
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 0.82%
#18N/A
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.20%
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings118

BRKU vs BDGS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BRKU
+1.63%
BDGS
+0.76%
3M
Winner
BRKU
+3.89%
BDGS
+1.03%
6M
BRKU
-6.26%
Winner
BDGS
+7.40%
1Y
BRKU
-8.33%
Winner
BDGS
+10.20%
Max(CAGR)
BRKU
-4.60%
Winner
BDGS
+13.55%

BRKU vs BDGS - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearBRKUBDGS
2026-7.32%+6.55%
2025+7.68%+10.78%
2024-3.96%+19.26%
2023N/A+8.31%

BRKU vs BDGS 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 BDGS was -9.12%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.

The current BRKU drawdown is -29.12%. The current BDGS drawdown is -0.52%.

RankBRKUBDGS
#1-35.38%
Apr 2, 2025 - May 5, 2026
-9.12%
Feb 19, 2025 - Jun 10, 2025
#2-8.90%
Dec 11, 2024 - Jan 17, 2025
-5.38%
Sep 1, 2023 - Nov 7, 2023
#3-7.54%
Feb 28, 2025 - Mar 17, 2025
-4.76%
May 29, 2026 - Aug 4, 2026
#4-3.98%
Jan 27, 2025 - Feb 6, 2025
-4.03%
Mar 9, 2026 - Apr 9, 2026
#5-3.79%
Jan 21, 2025 - Jan 27, 2025
-3.19%
Oct 29, 2025 - Jan 27, 2026
#6-3.06%
Mar 27, 2025 - Apr 2, 2025
-2.39%
Jul 16, 2024 - Aug 15, 2024
#7-2.99%
Feb 6, 2025 - Feb 13, 2025
-2.38%
Dec 26, 2024 - Jan 21, 2025
#8-2.48%
Mar 20, 2025 - Mar 25, 2025
-2.16%
Jan 27, 2026 - Mar 5, 2026
#9-1.76%
Feb 25, 2025 - Feb 27, 2025
-1.07%
Nov 11, 2024 - Nov 25, 2024
#10-1.69%
Feb 19, 2025 - Feb 24, 2025
-1.04%
Nov 7, 2023 - Nov 10, 2023
#11-0.46%
Feb 13, 2025 - Feb 18, 2025
-1.00%
Dec 16, 2024 - Dec 24, 2024
#12N/A-0.87%
Aug 12, 2025 - Sep 8, 2025
#13N/A-0.87%
Nov 20, 2023 - Dec 8, 2023
#14N/A-0.73%
Oct 29, 2024 - Nov 5, 2024
#15N/A-0.73%
Oct 20, 2025 - Oct 27, 2025

Correlation

Correlation between BRKU and BDGS is -0.71 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.71
-101

Dividend Comparison (2023 - 2026)

BRKU vs BDGS dividend yield comparison.

YearBRKUBDGS
20261.01%0.00%
20252.44%0.55%
20240.00%1.81%
20230.00%0.84%

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