Fund comparison · from official SEC filings

BRKU vs XOMX: how much do they overlap?

Direxion Daily BRKB Bull 2X Shares and Direxion Daily XOM Bull 2X Shares
Holdings overlap
67%
of assets, by weight
Shared positions
5
of 6 / 6 holdings
BRKU expense ratio
0.97%
net, per year
XOMX expense ratio
0.97%
net, per year
BRKU and XOMX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BRKU
XOMX
?
DREYFUS
42.34%
31.83%
?
DREYFUS GOVERNMENT CASH MANAGE
18.97%
23.48%
?
GOLDMAN SACHS LIQ ES FD A
14.68%
18.83%
?
GOLDMAN FINANCIAL
7.75%
10.99%
?
N/A
-6.30%
-1.64%
Only in BRKU
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
22.55%
Only in XOMX
E
EXMOCEXXON MOBIL CORP
16.51%
Hold BRKU and XOMX 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.
BRKU vs XOMX: 67% holdings overlap — Unwrap.Fund