NBET vs BRKU

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

NBET vs BRKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

NBET

$45M

BRKU

$45M

Expense Ratio

NBET

0.65%

BRKU

N/A

Max Drawdown

Winner

NBET

18.72%

BRKU

37.02%

Sharpe Ratio

Winner

NBET

1.42

BRKU

-0.19

5Y Beta

Winner

NBET

0.57

BRKU

0.76

P/E Ratio

NBET

5.19

BRKU

N/A

Forward P/E

NBET

16.67

BRKU

N/A

PEG Ratio

NBET

0.51

BRKU

N/A

5Y EPS CAGR

NBET

19.15%

BRKU

N/A

P/S Ratio

NBET

1.07

BRKU

N/A

P/B Ratio

NBET

2.88

BRKU

N/A

NBET vs BRKU - Holdings Comparison

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

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

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

NBET vs BRKU - Historical Returns

Returns include dividend reinvestment.

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

Winner

NBET

+4.32%

BRKU

-0.70%

NBET

+4.78%

Winner

BRKU

+6.00%

Winner

NBET

+20.26%

BRKU

-3.42%

Winner

NBET

+30.69%

BRKU

-5.74%

5Y(CAGR)

NBET

+13.98%

BRKU

N/A

Max(CAGR)

Winner

NBET

+13.98%

BRKU

-5.79%

NBET vs BRKU - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

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

NBET vs BRKU Drawdown Comparison

The maximum drawdown for NBET was -18.72%, occurring on Oct 27, 2023. Recovery took 157 trading sessions.

The maximum drawdown for BRKU was -35.38%, occurring on May 5, 2026. This drawdown has not yet recovered.

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

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

Correlation

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

-0.63

-101