ZTRE vs BRKU

Comparison between F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTRE, ETF) and DIREXION DAILY BRKB BULL 2X SHARES (BRKU, ETF).

ZTRE vs BRKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZTRE(ETF)	BRKU(ETF)
Net Assets	$42M	$42M
Expense Ratio	0.15%	N/A
Max Drawdown	2.30%	37.02%
Sharpe Ratio	-0.40	-0.31
5Y Beta	0.03	0.75

Net Assets

ZTRE

$42M

BRKU

$42M

Expense Ratio

ZTRE

0.15%

BRKU

N/A

Max Drawdown

Winner

ZTRE

2.30%

BRKU

37.02%

Sharpe Ratio

ZTRE

-0.40

Winner

BRKU

-0.31

5Y Beta

Winner

ZTRE

0.03

BRKU

0.75

ZTRE vs BRKU - Historical Returns

Returns include dividend reinvestment.

Period	ZTRE	BRKU
1 month	+0.55%	+1.63%
3 months	+0.83%	+3.89%
6 months	+0.39%	-6.26%
1 year	+3.21%	-8.33%
Max(CAGR)	+4.82%	-4.60%

ZTRE

+0.55%

Winner

BRKU

+1.63%

ZTRE

+0.83%

Winner

BRKU

+3.89%

Winner

ZTRE

+0.39%

BRKU

-6.26%

Winner

ZTRE

+3.21%

BRKU

-8.33%

Max(CAGR)

Winner

ZTRE

+4.82%

BRKU

-4.60%

ZTRE vs BRKU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	ZTRE	BRKU
2026	+1.10%	-7.32%
2025	+6.60%	+7.68%
2024	+0.37%	-3.96%

ZTRE vs BRKU Drawdown Comparison

The maximum drawdown for ZTRE was -1.45%, occurring on Mar 26, 2026. Recovery took 90 trading sessions.

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

The current ZTRE drawdown is -0.12%. The current BRKU drawdown is -29.12%.

Rank	ZTRE	BRKU
#1	-1.45% Feb 23, 2026 - Jul 2, 2026	-35.38% Apr 2, 2025 - May 5, 2026
#2	-1.16% Apr 3, 2025 - Apr 25, 2025	-8.90% Dec 11, 2024 - Jan 17, 2025
#3	-0.52% Apr 30, 2025 - May 27, 2025	-7.54% Feb 28, 2025 - Mar 17, 2025
#4	-0.48% Jul 6, 2026 - Aug 4, 2026	-3.98% Jan 27, 2025 - Feb 6, 2025
#5	-0.40% Oct 28, 2025 - Nov 21, 2025	-3.79% Jan 21, 2025 - Jan 27, 2025
#6	-0.39% Jun 4, 2025 - Jun 12, 2025	-3.06% Mar 27, 2025 - Apr 2, 2025
#7	-0.37% Dec 30, 2024 - Jan 15, 2025	-2.99% Feb 6, 2025 - Feb 13, 2025
#8	-0.36% Mar 4, 2025 - Mar 19, 2025	-2.48% Mar 20, 2025 - Mar 25, 2025
#9	-0.35% Jun 30, 2025 - Jul 21, 2025	-1.76% Feb 25, 2025 - Feb 27, 2025
#10	-0.34% Sep 16, 2025 - Oct 1, 2025	-1.69% Feb 19, 2025 - Feb 24, 2025
#11	-0.32% Feb 5, 2025 - Feb 14, 2025	-0.46% Feb 13, 2025 - Feb 18, 2025
#12	-0.27% Nov 26, 2025 - Dec 16, 2025	N/A
#13	-0.25% Aug 4, 2026 - Aug 13, 2026	N/A
#14	-0.19% Mar 21, 2025 - Mar 28, 2025	N/A
#15	-0.19% Aug 13, 2025 - Aug 22, 2025	N/A

Correlation

Correlation between ZTRE and BRKU is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.56

-101