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GOLY vs BRZU

Comparison between STRATEGY SHARES GOLD ENHANCED YIELD ETF (GOLY, ETF) and DIREXION DAILY MSCI BRAZIL BULL 2X SHARES (BRZU, ETF).

5-Year PerformanceGOLY has outperformed BRZU, delivering a return of +5.4% compared to -4.8%

GOLY vs BRZU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
GOLY
$126M
BRZU
$125M
Expense Ratio
GOLY
0.90%
BRZU
N/A
Max Drawdown
Winner
GOLY
36.93%
BRZU
99.72%
Sharpe Ratio
GOLY
0.05
Winner
BRZU
1.01
5Y Beta
Winner
GOLY
0.40
BRZU
1.42
5Y Dividends CAGR
GOLY
N/A
BRZU
18.83%

GOLY vs BRZU - Holdings Comparison

GOLY and BRZU have 0 common holdings. Overlap is 0.00%

GOLY's top 25 holdings weight is 91.94%. BRZU's top 25 holdings weight is 50.01%.

RankGOLYBRZU
#1
UNITED STATES TREASURY NOTES 3.375% (n/a) - 37.98%
ISHARES MSCI BRAZIL ETF (EWZ) - 50.01%
#2
SSGH FUND LTD CFC (n/a) - 20.91%
N/A
#3
UNITED STATES TREASURY NOTES 3.75% (n/a) - 6.68%
N/A
#4
CITIGROUP INC. 4.412% (n/a) - 1.58%
N/A
#5
ANHEUSER-BUSCH COMPANIES LLC / ANHEUSER-BUSCH INBEV WORLDWIDE INC 4.7% (n/a) - 1.56%
N/A
#6
EQUINIX, INC. 3.2% (n/a) - 1.53%
N/A
#7
WALT DISNEY COMPANY 2.65% (n/a) - 1.48%
N/A
#8
VERIZON COMMUNICATIONS INC. 4.522% (n/a) - 1.31%
N/A
#9
BOEING CO. 5.15% (n/a) - 1.22%
N/A
#10
METLIFE INC. 4.55% (n/a) - 1.21%
N/A
#11
WELLS FARGO & CO. 3% (n/a) - 1.20%
N/A
#12
JPMORGAN CHASE & CO. 4.493% (n/a) - 1.20%
N/A
#13
CVS HEALTH CORP 4.3% (n/a) - 1.20%
N/A
#14
PACIFIC GAS AND ELECTRIC COMPANY 4.55% (n/a) - 1.19%
N/A
#15
B.A.T. CAPITAL CORPORATION 3.557% (n/a) - 1.19%
N/A
#16
ABBVIE INC. 3.2% (n/a) - 1.15%
N/A
#17
CHEVRON CORP. 2.236% (n/a) - 1.11%
N/A
#18
NEXTERA ENERGY CAPITAL HOLDINGS INC 2.25% (n/a) - 1.09%
N/A
#19
COSTCO WHOLESALE CORPORATION 1.6% (n/a) - 1.09%
N/A
#20
AMAZON.COM, INC. 1.5% (n/a) - 1.07%
N/A
#21
ORACLE CORP. 5.375% (n/a) - 1.06%
N/A
#22
GOLDMAN SACHS GROUP, INC. 1.992% (n/a) - 1.06%
N/A
#23
COCA-COLA CO (THE) 1.375% (n/a) - 1.05%
N/A
#24
ORANGE SA 9% (n/a) - 0.94%
N/A
#25
SHELL INTERNATIONAL FINANCE B.V. 6.375% (n/a) - 0.88%
N/A
Total Holdings371

GOLY vs BRZU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GOLY
-5.84%
BRZU
-27.71%
3M
GOLY
-26.66%
Winner
BRZU
-15.78%
6M
GOLY
-17.64%
Winner
BRZU
+9.37%
1Y
GOLY
+0.74%
Winner
BRZU
+49.44%
5Y(CAGR)
Winner
GOLY
+5.42%
BRZU
-4.81%
10Y(CAGR)
GOLY
N/A
BRZU
-16.65%
Max(CAGR)
Winner
GOLY
+5.75%
BRZU
-30.95%

GOLY vs BRZU - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearGOLYBRZU
2026-21.08%+5.02%
2025+54.77%+93.69%
2024+20.63%-55.54%
2023+11.48%+82.68%
2022-18.17%+13.75%
2021-1.31%-37.65%
2020N/A-91.84%
2019N/A+31.75%
2018N/A-42.68%
2017N/A+19.14%
2016N/A+195.71%
2015N/A-85.43%
2014N/A-52.22%
2013N/A-51.94%

GOLY vs BRZU Drawdown Comparison

The maximum drawdown for GOLY was -35.97%, occurring on Oct 20, 2022. Recovery took 614 trading sessions.

The maximum drawdown for BRZU was -99.71%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current GOLY drawdown is -32.12%. The current BRZU drawdown is -99.23%.

RankGOLYBRZU
#1-35.97%
Mar 8, 2022 - Aug 16, 2024
-99.71%
Apr 10, 2013 - Mar 23, 2020
#2-32.12%
Feb 27, 2026 - Jun 5, 2026
N/A
#3-16.14%
Jan 28, 2026 - Feb 23, 2026
N/A
#4-10.80%
Oct 20, 2025 - Dec 23, 2025
N/A
#5-10.08%
Jun 11, 2021 - Mar 8, 2022
N/A
#6-9.65%
Apr 2, 2025 - Apr 16, 2025
N/A
#7-9.32%
Oct 30, 2024 - Feb 4, 2025
N/A
#8-8.35%
May 6, 2025 - Jun 12, 2025
N/A
#9-5.61%
Jun 23, 2025 - Aug 29, 2025
N/A
#10-5.06%
Apr 21, 2025 - May 6, 2025
N/A
#11-5.04%
Dec 26, 2025 - Jan 12, 2026
N/A
#12-3.97%
Sep 26, 2024 - Oct 22, 2024
N/A
#13-3.34%
Feb 24, 2025 - Mar 18, 2025
N/A
#14-2.77%
Aug 29, 2024 - Sep 10, 2024
N/A
#15-2.03%
Oct 8, 2025 - Oct 13, 2025
N/A

Correlation

Correlation between GOLY and BRZU is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33
-101

Dividend Comparison (2013 - 2026)

GOLY vs BRZU dividend yield comparison.

YearGOLYBRZU
20262.68%0.29%
20257.22%2.39%
20243.85%8.73%
20232.94%3.24%
20222.57%4.70%
20211.11%6.29%
20200.00%0.78%
20190.00%0.95%
20180.00%1.04%
20170.00%0.74%
20130.00%0.20%

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