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Direxion Daily BRKB Bull 2X Shares (BRKU)



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Upturn Advisory Summary
08/14/2025: BRKU (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 8.5% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.24 - 32.27 | Updated Date 06/6/2025 |
52 Weeks Range 22.24 - 32.27 | Updated Date 06/6/2025 |
Upturn AI SWOT
Direxion Daily BRKB Bull 2X Shares
ETF Overview
Overview
The Direxion Daily BRKB Bull 2X Shares (BRKU) seeks daily investment results, before fees and expenses, of 200% of the daily performance of Berkshire Hathaway Inc. Class B stock (BRK.B). It is a leveraged ETF aiming to magnify the daily returns of BRK.B.
Reputation and Reliability
Direxion is a well-known issuer of leveraged and inverse ETFs, with a track record of providing these types of products. They are generally considered reliable within their niche.
Management Expertise
Direxion has a dedicated team focused on managing leveraged and inverse ETFs, with experience in structuring and managing these complex products.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, of 200% of the daily performance of Berkshire Hathaway Inc. Class B stock (BRK.B).
Investment Approach and Strategy
Strategy: The ETF employs a strategy of using financial instruments such as swap agreements, futures contracts, and options on securities and indexes to obtain its objective.
Composition The ETF's primary holding is swaps to provide the 2x leverage of BRK.B's daily performance.
Market Position
Market Share: BRKU's market share is small as it is a niche, leveraged product focused on a single stock, not a broader sector or index.
Total Net Assets (AUM): 28410107
Competitors
Key Competitors
- None Directly Applicable
- There are no direct leveraged competitors for single stock ETFs.
Competitive Landscape
The competitive landscape is unique as BRKU provides leveraged exposure to a single stock. It's not directly competing with broad market or sector ETFs. It is for traders and investors who specifically want leveraged exposure to Berkshire Hathaway.
Financial Performance
Historical Performance: Historical performance is highly dependent on the daily performance of BRK.B, magnified by a factor of two, and is subject to daily compounding. Past performance is not indicative of future results.
Benchmark Comparison: The benchmark is 200% of the daily performance of BRK.B. The ETF's performance will deviate due to fees, expenses, and daily compounding effects.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume for BRKU can vary, but is generally relatively low, reflecting its niche appeal.
Bid-Ask Spread
The bid-ask spread can be wider than more liquid ETFs, reflecting its leveraged nature and lower trading volume.
Market Dynamics
Market Environment Factors
The performance of BRKU is heavily influenced by the market sentiment towards Berkshire Hathaway and broader market volatility. Economic conditions affecting BRK.B's underlying businesses are key.
Growth Trajectory
The growth trajectory of BRKU depends on the sustained interest in leveraged exposure to BRK.B. Changes to the ETF's strategy are unlikely.
Moat and Competitive Advantages
Competitive Edge
BRKU's competitive edge lies in its unique offering: providing leveraged daily exposure to a specific stock (BRK.B). This fills a niche for investors seeking amplified daily returns on Berkshire Hathaway. The availability of leveraged single stock ETF's is fairly new, making BRKU somewhat of a first mover. The ETF allows sophisticated investors and traders to express short-term bullish views on BRK.B without directly trading options or other complex instruments.
Risk Analysis
Volatility
BRKU is highly volatile due to its leveraged nature. It is subject to the effects of daily compounding, which can significantly impact returns over longer periods.
Market Risk
The market risk is directly tied to the performance of Berkshire Hathaway. Investors are exposed to company-specific risk as well as broader market risks affecting BRK.B's holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated trader with a short-term outlook who understands the risks associated with leveraged ETFs and the impact of daily compounding. Not for long-term investors.
Market Risk
BRKU is suitable for active traders seeking short-term, leveraged exposure to BRK.B. It is not suitable for long-term investors due to the effects of compounding and volatility.
Summary
Direxion Daily BRKB Bull 2X Shares (BRKU) is a leveraged ETF designed for sophisticated traders seeking to magnify the daily returns of Berkshire Hathaway (BRK.B). It is not intended for long-term investment due to the effects of compounding and high volatility. The ETF provides a unique tool for those with a short-term bullish outlook on BRK.B, but requires a thorough understanding of its risks. BRKU's performance is highly dependent on the daily movements of BRK.B.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Direxion Funds website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Leveraged ETFs are complex instruments and should be used with caution. Investors should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Direxion Daily BRKB Bull 2X Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund, under normal circumstances, invests at least 80% of its net assets (plus any borrowings for investment purposes) in the securities of BRK/B and financial instruments, such as swap agreements and options, that, in combination, provide 2X daily leveraged exposure to BRK/B, consistent with the fund"s investment objective. The fund is non-diversified.

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