BRKU vs XXV

Comparison between DIREXION DAILY BRKB BULL 2X SHARES (BRKU, ETF) and SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF).

BRKU vs XXV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRKU(ETF)	XXV(ETF)
Net Assets	$49M	$49M
Expense Ratio	N/A	0.85%
Max Drawdown	37.02%	44.29%
Sharpe Ratio	-0.43	-0.85
5Y Beta	0.79	0.63

Net Assets

BRKU

$49M

XXV

$49M

Expense Ratio

BRKU

N/A

XXV

0.85%

Max Drawdown

Winner

BRKU

37.02%

XXV

44.29%

Sharpe Ratio

Winner

BRKU

-0.43

XXV

-0.85

5Y Beta

BRKU

0.79

Winner

XXV

0.63

BRKU vs XXV - Holdings Comparison

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

BRKU's top 25 holdings weight is 26.46%. XXV's top 25 holdings weight is 48.12%.

Rank	BRKU	XXV
#1	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 26.46%	SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 49.88%
#2	N/A	DREYFUS TRSY OBLIG CASH M (n/a) - 0.55%
#3	N/A	NDXP US 05/15/26 P20400 (n/a) - 0.01%
#4	N/A	NM1 AMD/INTC/NVDA WOF 02/ (n/a) - -0.01%
#5	N/A	NM1 AMD 02/05/27 P100/60 (n/a) - -0.02%
#6	N/A	NM1 AVGO 02/05/27 P100/60 (n/a) - -0.02%
#7	N/A	NM1 TSLA 12/11/26P100/60 (n/a) - -0.03%
#8	N/A	NM1 NFLX 12/24/26 P100/60 (n/a) - -0.04%
#9	N/A	NM1 PLTR 12/11/26 P100/60 (n/a) - -0.05%
#10	N/A	NM1 TSLA 12/4/26P100/60 E (n/a) - -0.05%
#11	N/A	NM2 PLTR 12/4/26 P100/60 (n/a) - -0.07%
#12	N/A	NM1 TSLA 01/22/27 P100/60 (n/a) - -0.07%
#13	N/A	NM1 PLTR 12/4/26 P100/60 (n/a) - -0.07%
#14	N/A	HS1 COST/W/WMT WOF 12/11/ (n/a) - -0.08%
#15	N/A	NM1 META 03/05/27 P100/60 (n/a) - -0.08%
#16	N/A	NM1 MOS 04/30/27 P100/60 (n/a) - -0.11%
#17	N/A	NM1 RDDT 04/09/27 P100/60 (n/a) - -0.12%
#18	N/A	BP1 AAPL/GOOGL/MSFT WOF 0 (n/a) - -0.14%
#19	N/A	NM1 INTU 04/23/27 P100/60 (n/a) - -0.16%
#20	N/A	HS1 ADBE 01/08/27 P100/60 (n/a) - -0.16%
#21	N/A	NM1 META 02/12/27 P100/60 (n/a) - -0.18%
#22	N/A	MS1 TSLA 12/24/26 P100/60 (n/a) - -0.20%
#23	N/A	GS1 AXON 04/23/27 P100/60 (n/a) - -0.21%
#24	N/A	NM1 ORCL 04/23/27 P100/60 (n/a) - -0.22%
#25	N/A	NM2 TSLA 01/22/27 P100/60 (n/a) - -0.23%
Total Holdings	1	40

BRKU vs XXV - Historical Returns

Returns include dividend reinvestment.

Period	BRKU	XXV
1 month	+4.18%	+3.80%
3 months	-1.64%	+6.68%
6 months	-7.59%	+5.21%
1 year	-9.91%	N/A
5 years(CAGR)	N/A	-3.67%
10 years(CAGR)	N/A	-3.16%
Max(CAGR)	-4.17%	+1.83%

Winner

BRKU

+4.18%

XXV

+3.80%

BRKU

-1.64%

Winner

XXV

+6.68%

BRKU

-7.59%

Winner

XXV

+5.21%

BRKU

-9.91%

XXV

N/A

5Y(CAGR)

BRKU

N/A

XXV

-3.67%

10Y(CAGR)

BRKU

N/A

XXV

-3.16%

Max(CAGR)

BRKU

-4.17%

Winner

XXV

+1.83%

BRKU vs XXV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BRKU	XXV
2026	-5.88%	+5.03%
2025	+7.68%	+4.11%
2024	-3.96%	N/A
2018	N/A	-2.63%
2017	N/A	+1.01%
2016	N/A	-1.31%
2015	N/A	-0.50%
2014	N/A	-0.47%
2013	N/A	+1.77%
2012	N/A	+13.44%
2011	N/A	-0.39%
2010	N/A	+61.21%

BRKU vs XXV 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 XXV was -39.30%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current BRKU drawdown is -28.02%. The current XXV drawdown is -31.67%.

Rank	BRKU	XXV
#1	-35.38% Apr 2, 2025 - May 5, 2026	-39.30% Nov 22, 2017 - Mar 30, 2026
#2	-8.90% Dec 11, 2024 - Jan 17, 2025	-19.18% Jul 7, 2011 - Mar 21, 2012
#3	-7.54% Feb 28, 2025 - Mar 17, 2025	-12.07% Sep 29, 2016 - Feb 7, 2017
#4	-3.98% Jan 27, 2025 - Feb 6, 2025	-9.69% Jul 1, 2014 - Sep 29, 2016
#5	-3.79% Jan 21, 2025 - Jan 27, 2025	-8.34% Aug 9, 2010 - Sep 1, 2010
#6	-3.06% Mar 27, 2025 - Apr 2, 2025	-8.03% Feb 7, 2017 - Mar 8, 2017
#7	-2.99% Feb 6, 2025 - Feb 13, 2025	-5.44% Feb 14, 2011 - Apr 19, 2011
#8	-2.48% Mar 20, 2025 - Mar 25, 2025	-4.72% Mar 8, 2017 - Nov 22, 2017
#9	-1.76% Feb 25, 2025 - Feb 27, 2025	-3.71% Mar 26, 2012 - Jul 2, 2012
#10	-1.69% Feb 19, 2025 - Feb 24, 2025	-3.59% Nov 22, 2010 - Dec 3, 2010
#11	-0.46% Feb 13, 2025 - Feb 18, 2025	-2.71% Nov 10, 2010 - Nov 19, 2010
#12	N/A	-2.50% Sep 20, 2010 - Sep 24, 2010
#13	N/A	-2.32% May 31, 2011 - Jun 30, 2011
#14	N/A	-2.24% Sep 28, 2010 - Oct 5, 2010
#15	N/A	-1.54% Sep 3, 2010 - Sep 9, 2010

Correlation

Correlation between BRKU and XXV is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101