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BRZU × SPY × 2/4

Side by side

BRZUSPY
NameDirexion Daily MSCI Brazil Bull 2X SharesState Street® SPDR® S&P 500® ETF Trust
Assets$142.91M$809.77B
Fee1.24%0.09%
Yield2.1%1.0%
Components1502
Top 10 weight20%39%
This year+56.8%+12.5%
1 year+90.6%+17.4%
3 years, yearly+23.4%+21.8%
5 years, yearly+12.3%+12.4%
10 years, yearly-19.1%+15.2%
Volatility, 3 years46.3%12.7%
Sharpe ratio, 3 years0.401.38

Green: the lowest fee and the best return in each row.

Returns

Total return; over three years and longer, a year on average.

This year

BRZU +56.8%
SPY +12.5%

1 year

BRZU +90.6%
SPY +17.4%

3 years

BRZU +23.4%
SPY +21.8%

5 years

BRZU +12.3%
SPY +12.4%

10 years

BRZU -19.1%
SPY +15.2%

How much they overlap

For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.

0%  BRZU and SPY

0 companies in both: 0% of BRZU's holdings, 0% of SPY's.

Sectors

BRZUSPY
Technology–41.1%
Financial Services36.0%11.4%
Energy18.4%3.8%
Utilities12.8%2.0%
Basic Materials11.7%1.5%
Industrials11.5%7.7%
Communication Services1.6%10.3%
Healthcare2.4%9.7%
Consumer Cyclicals1.4%8.6%
Consumer Defensive4.1%4.7%
Real Estate–1.8%

From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.