BRKU vs NBET

Comparison between DIREXION DAILY BRKB BULL 2X SHARES (BRKU, ETF) and NEUBERGER BERMAN ENERGY TRANSITION & INFRASTRUCTURE ETF (NBET, ETF).

BRKU vs NBET - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRKU(ETF)	NBET(ETF)
Net Assets	$45M	$45M
Expense Ratio	N/A	0.65%
Max Drawdown	37.02%	18.72%
Sharpe Ratio	-0.19	1.42
5Y Beta	0.76	0.57
P/E Ratio	N/A	5.19
Forward P/E	N/A	16.67
PEG Ratio	N/A	0.51
5Y EPS CAGR	N/A	19.15%
P/S Ratio	N/A	1.07
P/B Ratio	N/A	2.88

Net Assets

BRKU

$45M

NBET

$45M

Expense Ratio

BRKU

N/A

NBET

0.65%

Max Drawdown

BRKU

37.02%

Winner

NBET

18.72%

Sharpe Ratio

BRKU

-0.19

Winner

NBET

1.42

5Y Beta

BRKU

0.76

Winner

NBET

0.57

P/E Ratio

BRKU

N/A

NBET

5.19

Forward P/E

BRKU

N/A

NBET

16.67

PEG Ratio

BRKU

N/A

NBET

0.51

5Y EPS CAGR

BRKU

N/A

NBET

19.15%

P/S Ratio

BRKU

N/A

NBET

1.07

P/B Ratio

BRKU

N/A

NBET

2.88

BRKU vs NBET - Holdings Comparison

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

BRKU's top 25 holdings weight is 33.30%. NBET's top 25 holdings weight is 94.34%.

Rank	BRKU	NBET
#1	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 33.30%	TARGA RESOURCES CORP (TRGP) - 9.39%
#2	N/A	ENERGY TRANSFER LP (ET) - 7.68%
#3	N/A	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 7.64%
#4	N/A	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 6.17%
#5	N/A	CHENIERE ENERGY INC (LNG) - 5.80%
#6	N/A	WILLIAMS COMPANIES INC (WMB) - 5.47%
#7	N/A	WESTERN MIDSTREAM PARTNERS LP (WES) - 4.34%
#8	N/A	CHEVRON CORP (CVX) - 4.17%
#9	N/A	CONOCOPHILLIPS (COP) - 4.13%
#10	N/A	ANTERO MIDSTREAM CORP (AM) - 4.03%
#11	N/A	SUNOCOCORP LLC COMMON UNITS (SUNC) - 3.59%
#12	N/A	CLEARWAY ENERGY INC CLASS C (CWEN) - 3.57%
#13	N/A	ANTERO RESOURCES CORP (AR) - 3.20%
#14	N/A	SEMPRA (SRE) - 3.02%
#15	N/A	PLAINS GP HOLDINGS LP CLASS A (PAGP) - 3.02%
#16	N/A	OCCIDENTAL PETROLEUM CORP (OXY) - 2.84%
#17	N/A	EXXONMOBIL HOLDINGS CORP (XOM) - 2.83%
#18	N/A	WATSCO INC ORDINARY SHARES (WSO) - 2.36%
#19	N/A	TIDEWATER INC (TDW) - 2.09%
#20	N/A	TOURMALINE OIL CORP (n/a) - 1.79%
#21	N/A	CENTERPOINT ENERGY INC (CNP) - 1.57%
#22	N/A	SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.53%
#23	N/A	MPLX LP PARTNERSHIP UNITS (MPLX) - 1.44%
#24	N/A	EQT CORP (EQT) - 1.36%
#25	N/A	NOBLE CORP PLC CLASS A (NE) - 1.31%
Total Holdings	1	32

BRKU vs NBET - Historical Returns

Returns include dividend reinvestment.

Period	BRKU	NBET
1 month	-0.70%	+4.32%
3 months	+6.00%	+4.78%
6 months	-3.42%	+20.26%
1 year	-5.74%	+30.69%
5 years(CAGR)	N/A	+13.98%
Max(CAGR)	-5.79%	+13.98%

BRKU

-0.70%

Winner

NBET

+4.32%

Winner

BRKU

+6.00%

NBET

+4.78%

BRKU

-3.42%

Winner

NBET

+20.26%

BRKU

-5.74%

Winner

NBET

+30.69%

5Y(CAGR)

BRKU

N/A

NBET

+13.98%

Max(CAGR)

BRKU

-5.79%

Winner

NBET

+13.98%

BRKU vs NBET - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	BRKU	NBET
2026	-8.81%	+24.47%
2025	+7.68%	+4.38%
2024	-3.96%	+31.35%
2023	N/A	+8.41%
2022	N/A	-6.08%

BRKU vs NBET 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 NBET was -18.72%, occurring on Oct 27, 2023. Recovery took 157 trading sessions.

The current BRKU drawdown is -30.25%. The current NBET drawdown is -3.14%.

Rank	BRKU	NBET
#1	-35.38% Apr 2, 2025 - May 5, 2026	-18.72% Jul 21, 2023 - Mar 6, 2024
#2	-8.90% Dec 11, 2024 - Jan 17, 2025	-18.26% Aug 15, 2022 - Jul 12, 2023
#3	-7.54% Feb 28, 2025 - Mar 17, 2025	-17.37% Jan 21, 2025 - Jan 16, 2026
#4	-3.98% Jan 27, 2025 - Feb 6, 2025	-17.10% Apr 7, 2022 - Aug 10, 2022
#5	-3.79% Jan 21, 2025 - Jan 27, 2025	-9.37% Nov 29, 2024 - Jan 16, 2025
#6	-3.06% Mar 27, 2025 - Apr 2, 2025	-8.00% May 19, 2026 - Jun 18, 2026
#7	-2.99% Feb 6, 2025 - Feb 13, 2025	-6.84% Mar 27, 2026 - Apr 30, 2026
#8	-2.48% Mar 20, 2025 - Mar 25, 2025	-6.73% May 24, 2024 - Aug 23, 2024
#9	-1.76% Feb 25, 2025 - Feb 27, 2025	-5.23% Apr 30, 2026 - May 18, 2026
#10	-1.69% Feb 19, 2025 - Feb 24, 2025	-4.25% Aug 30, 2024 - Sep 13, 2024
#11	-0.46% Feb 13, 2025 - Feb 18, 2025	-3.52% Apr 9, 2024 - Apr 26, 2024
#12	N/A	-2.57% Oct 16, 2024 - Nov 5, 2024
#13	N/A	-1.95% Mar 4, 2026 - Mar 13, 2026
#14	N/A	-1.90% Apr 29, 2024 - May 3, 2024
#15	N/A	-1.68% Jan 30, 2026 - Feb 3, 2026

Correlation

Correlation between BRKU and NBET is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63

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