XXV vs BRKU

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

XXV vs BRKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

XXV

$49M

BRKU

$49M

Expense Ratio

XXV

0.85%

BRKU

N/A

Max Drawdown

XXV

44.29%

Winner

BRKU

37.02%

Sharpe Ratio

XXV

-0.85

Winner

BRKU

-0.43

5Y Beta

Winner

XXV

0.63

BRKU

0.79

XXV vs BRKU - Holdings Comparison

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

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

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

XXV vs BRKU - Historical Returns

Returns include dividend reinvestment.

Period	XXV	BRKU
1 month	+2.65%	+0.40%
3 months	+5.40%	-3.90%
6 months	+4.48%	-9.78%
1 year	N/A	-12.19%
5 years(CAGR)	-3.76%	N/A
10 years(CAGR)	-2.91%	N/A
Max(CAGR)	+1.79%	-5.72%

Winner

XXV

+2.65%

BRKU

+0.40%

Winner

XXV

+5.40%

BRKU

-3.90%

Winner

XXV

+4.48%

BRKU

-9.78%

XXV

N/A

BRKU

-12.19%

5Y(CAGR)

XXV

-3.76%

BRKU

N/A

10Y(CAGR)

XXV

-2.91%

BRKU

N/A

Max(CAGR)

Winner

XXV

+1.79%

BRKU

-5.72%

XXV vs BRKU - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	XXV	BRKU
2026	+4.29%	-8.12%
2025	+4.11%	+7.68%
2024	N/A	-3.96%
2018	-2.63%	N/A
2017	+1.01%	N/A
2016	-1.31%	N/A
2015	-0.50%	N/A
2014	-0.47%	N/A
2013	+1.77%	N/A
2012	+13.44%	N/A
2011	-0.39%	N/A
2010	+61.21%	N/A

XXV vs BRKU Drawdown Comparison

The maximum drawdown for XXV was -39.30%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

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

The current XXV drawdown is -32.15%. The current BRKU drawdown is -29.73%.

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

Correlation

Correlation between XXV and BRKU is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101