BIGY vs FKU
Comparison between YIELDMAX(R) TARGET 12(TM) BIG 50 OPTION INCOME ETF (BIGY, ETF) and FIRST TRUST UNITED KINGDOM ALPHADEX FUND (FKU, ETF).
5-Year PerformanceBIGY has outperformed FKU, delivering a return of +21.3% compared to +7.8%
BIGY vs FKU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BIGY
$38M
FKU
$38M
Expense Ratio
BIGY
1.09%
Winner
FKU
0.80%
Max Drawdown
Winner
BIGY
50.38%
FKU
58.69%
Sharpe Ratio
Winner
BIGY
1.50
FKU
0.95
5Y Beta
BIGY
0.92
Winner
FKU
0.72
P/E Ratio
BIGY
28.91
FKU
N/A
Forward P/E
BIGY
23.24
FKU
N/A
PEG Ratio
BIGY
0.81
FKU
N/A
5Y Dividends CAGR
BIGY
N/A
FKU
15.47%
5Y EPS CAGR
BIGY
23.39%
FKU
N/A
Debt to Equity
BIGY
18.58%
FKU
N/A
P/S Ratio
BIGY
4.72
FKU
N/A
P/B Ratio
BIGY
7.11
FKU
N/A
BIGY vs FKU - Holdings Comparison
BIGY and FKU have 1 common holdings. Overlap is -0.67%
BIGY's top 25 holdings weight is 75.18%. FKU's top 25 holdings weight is 54.02%.
| Rank | BIGY | FKU |
|---|---|---|
| #1 | APPLE INC (AAPL) - 6.79% | BEAZLEY PLC (n/a) - 3.29% |
| #2 | NVIDIA CORP (NVDA) - 6.71% | GLENCORE PLC (n/a) - 2.58% |
| #3 | AMAZON.COM INC (AMZN) - 5.03% | LION FINANCE GROUP PLC (n/a) - 2.50% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.03% | SHELL PLC (n/a) - 2.50% |
| #5 | BROADCOM INC (AVGO) - 4.11% | VODAFONE GROUP PLC (n/a) - 2.42% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.92% | STANDARD CHARTERED PLC (n/a) - 2.41% |
| #7 | MICROSOFT CORP (MSFT) - 3.45% | IG GROUP HOLDINGS PLC (n/a) - 2.37% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.34% | BALFOUR BEATTY PLC (n/a) - 2.37% |
| #9 | TEXAS INSTRUMENTS INC (TXN) - 2.95% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.36% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.80% | ENDEAVOUR MINING PLC (n/a) - 2.34% |
| #11 | TESLA INC (TSLA) - 2.74% | ANTOFAGASTA PLC (n/a) - 2.29% |
| #12 | WALMART INC (WMT) - 2.71% | JD SPORTS FASHION PLC (n/a) - 2.12% |
| #13 | CATERPILLAR INC (CAT) - 2.65% | BARCLAYS PLC (n/a) - 2.11% |
| #14 | CHEVRON CORP (CVX) - 2.09% | FRESNILLO PLC (n/a) - 2.10% |
| #15 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.08% | TRITAX BIG BOX ORD (n/a) - 2.10% |
| #16 | EXXON MOBIL CORP (XOM) - 2.06% | ABERDEEN GROUP PLC (n/a) - 2.05% |
| #17 | GE AEROSPACE (GE) - 2.01% | EASYJET PLC (n/a) - 1.94% |
| #18 | BANK OF AMERICA CORP (BAC) - 1.89% | M&G PLC ORDINARY SHARES (n/a) - 1.88% |
| #19 | JOHNSON & JOHNSON (JNJ) - 1.86% | BERKELEY GROUP HOLDINGS (THE) PLC (n/a) - 1.85% |
| #20 | ELI LILLY AND CO (LLY) - 1.85% | ASSOCIATED BRITISH FOODS PLC (n/a) - 1.85% |
| #21 | NETFLIX INC (NFLX) - 1.85% | PEARSON PLC (n/a) - 1.83% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.84% | ANGLOGOLD ASHANTI PLC (AU) - 1.80% |
| #23 | COSTCO WHOLESALE CORP (COST) - 1.84% | n/a (n/a) - 1.73% |
| #24 | VISA INC CLASS A (V) - 1.81% | ASTRAZENECA PLC (AZN) - 1.63% |
| #25 | PROCTER & GAMBLE CO (PG) - 1.77% | PRUDENTIAL PLC (n/a) - 1.60% |
| Total Holdings | 156 | 80 |
BIGY vs FKU - Historical Returns
Returns include dividend reinvestment.
1M
BIGY
-0.37%
Winner
FKU
+2.53%
3M
Winner
BIGY
+8.60%
FKU
+5.90%
6M
BIGY
+5.05%
Winner
FKU
+12.14%
1Y
Winner
BIGY
+21.14%
FKU
+20.20%
5Y(CAGR)
Winner
BIGY
+21.27%
FKU
+7.75%
10Y(CAGR)
BIGY
N/A
FKU
+7.75%
Max(CAGR)
Winner
BIGY
+21.27%
FKU
+7.43%
BIGY vs FKU - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BIGY | FKU |
|---|---|---|
| 2026 | +4.43% | +6.89% |
| 2025 | +19.18% | +38.65% |
| 2024 | +0.22% | +10.20% |
| 2023 | N/A | +19.06% |
| 2022 | -22.52% | -24.06% |
| 2021 | -2.49% | +18.93% |
| 2020 | N/A | -6.68% |
| 2019 | N/A | +33.74% |
| 2018 | N/A | -16.73% |
| 2017 | N/A | +26.58% |
| 2016 | N/A | -15.15% |
| 2015 | N/A | +6.24% |
| 2014 | N/A | -4.73% |
| 2013 | N/A | +29.15% |
| 2012 | N/A | +11.93% |
BIGY vs FKU Drawdown Comparison
The maximum drawdown for BIGY was -50.17%, occurring on Mar 14, 2022. Recovery took 118 trading sessions.
The maximum drawdown for FKU was -54.39%, occurring on Mar 18, 2020. Recovery took 293 trading sessions.
The current BIGY drawdown is -2.83%. The current FKU drawdown is -3.87%.
| Rank | BIGY | FKU |
|---|---|---|
| #1 | -50.17% Nov 9, 2021 - Nov 21, 2024 | -54.39% Dec 16, 2019 - Feb 16, 2021 |
| #2 | -18.95% Feb 19, 2025 - Jun 25, 2025 | -41.79% Jun 1, 2021 - Aug 19, 2024 |
| #3 | -9.41% Sep 3, 2021 - Oct 14, 2021 | -31.81% May 21, 2015 - Jan 23, 2018 |
| #4 | -8.34% Dec 26, 2025 - Apr 17, 2026 | -25.92% Jun 11, 2018 - Dec 16, 2019 |
| #5 | -4.44% Aug 5, 2021 - Aug 24, 2021 | -19.65% Feb 28, 2014 - May 13, 2015 |
| #6 | -4.43% Oct 29, 2025 - Dec 24, 2025 | -14.25% Feb 25, 2026 - Mar 20, 2026 |
| #7 | -3.97% Jun 2, 2026 - Jun 10, 2026 | -14.18% Mar 16, 2012 - Sep 10, 2012 |
| #8 | -3.91% Oct 25, 2021 - Nov 3, 2021 | -13.36% Sep 27, 2024 - Apr 22, 2025 |
| #9 | -3.79% Dec 26, 2024 - Jan 22, 2025 | -10.69% Jan 24, 2018 - May 17, 2018 |
| #10 | -2.81% Dec 11, 2024 - Dec 26, 2024 | -9.58% May 21, 2013 - Jul 17, 2013 |
| #11 | -2.60% Oct 8, 2025 - Oct 20, 2025 | -6.86% Jan 22, 2014 - Feb 12, 2014 |
| #12 | -2.54% Jan 23, 2025 - Feb 14, 2025 | -6.18% Oct 3, 2025 - Dec 10, 2025 |
| #13 | -1.96% Jul 28, 2025 - Aug 8, 2025 | -5.46% Mar 1, 2012 - Mar 16, 2012 |
| #14 | -1.80% Jul 26, 2021 - Jul 28, 2021 | -4.85% Sep 18, 2013 - Oct 17, 2013 |
| #15 | -1.73% Aug 15, 2025 - Aug 27, 2025 | -4.48% Nov 1, 2012 - Dec 6, 2012 |
Correlation
Correlation between BIGY and FKU is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2012 - 2026)
BIGY vs FKU dividend yield comparison.
| Year | BIGY | FKU |
|---|---|---|
| 2026 | 4.97% | 0.29% |
| 2025 | 12.49% | 2.89% |
| 2024 | 0.00% | 4.07% |
| 2023 | 0.00% | 3.82% |
| 2022 | 0.00% | 5.55% |
| 2021 | 0.49% | 2.98% |
| 2020 | 0.00% | 1.48% |
| 2019 | 0.00% | 3.34% |
| 2018 | 0.00% | 5.12% |
| 2017 | 0.00% | 2.93% |
| 2016 | 0.00% | 2.60% |
| 2015 | 0.00% | 2.64% |
| 2014 | 0.00% | 3.28% |
| 2013 | 0.00% | 2.28% |
| 2012 | 0.00% | 2.55% |
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