Fund comparison · from official SEC filings

BRKD vs UNHU: how much do they overlap?

Name: BRKD vs UNHU holdings overlap
Creator: Unwrap.Fund

Direxion Daily BRKB Bear 1X Shares and Direxion Daily UNH Bull 2X ETF

Fund A

Fund B

Holdings overlap

74%

of assets, by weight

Shared positions

of 4 / 5 holdings

BRKD expense ratio

0.97%

net, per year

UNHU expense ratio

0.97%

net, per year

BRKD and UNHU are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

BRKD

UNHU

—DREYFUS GOVERNMENT CASH MANAGE

66.73%

48.99%

—DREYFUS

11.23%

24.63%

—GOLDMAN FINANCIAL

18.59%

10.38%

—N/A

3.45%

11.96%

Only in BRKD

Nothing exclusive.

Only in UNHU

UNHUNITEDHEALTH GROUP INC

4.04%

Hold BRKD and UNHU together? See your combined true holdings, overlap, and blended fees — free, no signup.

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.