BRNY vs NVDU

Comparison between BURNEY U.S. FACTOR ROTATION ETF (BRNY, ETF) and DIREXION DAILY NVDA BULL 2X SHARES (NVDU, ETF).

BRNY vs NVDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRNY(ETF)	NVDU(ETF)
Net Assets	$584M	$583M
Expense Ratio	0.79%	N/A
Max Drawdown	19.17%	71.53%
Sharpe Ratio	1.48	0.49
5Y Beta	1.00	3.94
P/E Ratio	23.14	N/A
Forward P/E	14.86	N/A
5Y EPS CAGR	32.51%	N/A
Debt to Equity	93.83%	N/A
P/S Ratio	0.93	N/A
P/B Ratio	3.95	N/A

Net Assets

Winner

BRNY

$584M

NVDU

$583M

Expense Ratio

BRNY

0.79%

NVDU

N/A

Max Drawdown

Winner

BRNY

19.17%

NVDU

71.53%

Sharpe Ratio

Winner

BRNY

1.48

NVDU

0.49

5Y Beta

Winner

BRNY

1.00

NVDU

3.94

P/E Ratio

BRNY

23.14

NVDU

N/A

Forward P/E

BRNY

14.86

NVDU

N/A

5Y EPS CAGR

BRNY

32.51%

NVDU

N/A

Debt to Equity

BRNY

93.83%

NVDU

N/A

P/S Ratio

BRNY

0.93

NVDU

N/A

P/B Ratio

BRNY

3.95

NVDU

N/A

BRNY vs NVDU - Holdings Comparison

BRNY and NVDU have 1 common holdings. Overlap is 6.70%

BRNY's top 25 holdings weight is 74.12%. NVDU's top 25 holdings weight is 10.63%.

Rank	BRNY	NVDU
#1	NVIDIA CORP (NVDA) - 6.70%	NVIDIA CORP (NVDA) - 10.63%
#2	ALPHABET INC CLASS A (GOOGL) - 6.04%	N/A
#3	EXPEDIA GROUP INC (EXPE) - 5.63%	N/A
#4	APPLE INC (AAPL) - 5.01%	N/A
#5	MICRON TECHNOLOGY INC (MU) - 4.99%	N/A
#6	STONEX GROUP INC (SNEX) - 4.03%	N/A
#7	AERCAP HOLDINGS NV (AER) - 3.62%	N/A
#8	CIRRUS LOGIC INC (CRUS) - 3.35%	N/A
#9	ARISTA NETWORKS INC (ANET) - 3.34%	N/A
#10	ADVANCED MICRO DEVICES INC (AMD) - 3.27%	N/A
#11	META PLATFORMS INC CLASS A (META) - 3.03%	N/A
#12	CITIGROUP INC (C) - 2.70%	N/A
#13	ELDORADO GOLD CORP (n/a) - 2.47%	N/A
#14	STATE STREET CORP (STT) - 2.16%	N/A
#15	ROKU INC CLASS A (ROKU) - 2.07%	N/A
#16	THE GOLDMAN SACHS GROUP INC (GS) - 1.99%	N/A
#17	AMAZON.COM INC (AMZN) - 1.89%	N/A
#18	CARNIVAL CORPORATION LTD (CCL) - 1.88%	N/A
#19	CF INDUSTRIES HOLDINGS INC (CF) - 1.87%	N/A
#20	DELTA AIR LINES INC (DAL) - 1.71%	N/A
#21	ZOOM COMMUNICATIONS INC (ZM) - 1.48%	N/A
#22	LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.35%	N/A
#23	RALPH LAUREN CORP CLASS A (RL) - 1.23%	N/A
#24	PTC THERAPEUTICS INC (PTCT) - 1.17%	N/A
#25	PG&E CORP (PCG) - 1.14%	N/A
Total Holdings	71	1

BRNY vs NVDU - Historical Returns

Returns include dividend reinvestment.

Period	BRNY	NVDU
1 month	-0.85%	-3.20%
3 months	+8.32%	+0.81%
6 months	+14.25%	+13.15%
1 year	+28.54%	+15.55%
Max(CAGR)	+26.40%	+89.63%

Winner

BRNY

-0.85%

NVDU

-3.20%

Winner

BRNY

+8.32%

NVDU

+0.81%

Winner

BRNY

+14.25%

NVDU

+13.15%

Winner

BRNY

+28.54%

NVDU

+15.55%

Max(CAGR)

BRNY

+26.40%

Winner

NVDU

+89.63%

BRNY vs NVDU - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	BRNY	NVDU
2026	+14.76%	+5.71%
2025	+21.53%	+26.02%
2024	+29.56%	+306.56%
2023	+22.74%	+9.94%
2022	+8.90%	N/A

BRNY vs NVDU Drawdown Comparison

The maximum drawdown for BRNY was -19.14%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

The maximum drawdown for NVDU was -67.16%, occurring on Apr 4, 2025. Recovery took 170 trading sessions.

The current BRNY drawdown is -1.23%. The current NVDU drawdown is -26.28%.

Rank	BRNY	NVDU
#1	-19.14% Feb 18, 2025 - Jun 24, 2025	-67.16% Nov 7, 2024 - Jul 17, 2025
#2	-10.96% Aug 1, 2023 - Dec 1, 2023	-51.16% Jun 18, 2024 - Nov 7, 2024
#3	-10.71% Feb 2, 2023 - Jun 29, 2023	-42.26% Oct 29, 2025 - May 12, 2026
#4	-9.34% Jan 29, 2026 - Apr 14, 2026	-36.01% May 14, 2026 - Jun 26, 2026
#5	-9.25% Jul 16, 2024 - Aug 23, 2024	-35.98% Mar 25, 2024 - May 23, 2024
#6	-6.61% Nov 30, 2022 - Jan 31, 2023	-21.21% Oct 12, 2023 - Nov 10, 2023
#7	-6.33% Dec 6, 2024 - Jan 23, 2025	-17.95% Aug 12, 2025 - Sep 30, 2025
#8	-5.69% Nov 12, 2025 - Dec 4, 2025	-14.77% Sep 14, 2023 - Oct 11, 2023
#9	-5.38% Aug 23, 2024 - Sep 19, 2024	-14.69% Nov 20, 2023 - Jan 8, 2024
#10	-5.10% Jun 4, 2026 - Jun 15, 2026	-13.28% Oct 9, 2025 - Oct 28, 2025
#11	-5.08% Mar 21, 2024 - May 15, 2024	-12.93% Feb 14, 2024 - Feb 22, 2024
#12	-3.75% Oct 28, 2022 - Nov 10, 2022	-11.03% Mar 7, 2024 - Mar 22, 2024
#13	-3.42% Oct 8, 2025 - Oct 27, 2025	-8.88% May 29, 2024 - Jun 4, 2024
#14	-3.08% Jul 10, 2026 - Jul 20, 2026	-7.04% Jul 17, 2025 - Jul 24, 2025
#15	-3.03% Oct 18, 2024 - Nov 6, 2024	-6.57% Jul 30, 2025 - Aug 4, 2025