ERY vs FKU

Comparison between DIREXION DAILY ENERGY BEAR 2X SHARES (ERY, ETF) and FIRST TRUST UNITED KINGDOM ALPHADEX FUND (FKU, ETF).

5-Year PerformanceFKU has outperformed ERY, delivering a return of +6.9% compared to -37.5%

ERY vs FKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ERY(ETF)	FKU(ETF)
Net Assets	$40M	$40M
Expense Ratio	N/A	0.80%
Max Drawdown	99.99%	58.69%
Sharpe Ratio	-1.75	0.82
5Y Beta	-1.35	0.72
5Y Dividends CAGR	-12.61%	15.47%

Net Assets

Winner

ERY

$40M

FKU

$40M

Expense Ratio

ERY

N/A

FKU

0.80%

Max Drawdown

ERY

99.99%

Winner

FKU

58.69%

Sharpe Ratio

ERY

-1.75

Winner

FKU

0.82

5Y Beta

Winner

ERY

-1.35

FKU

0.72

5Y Dividends CAGR

ERY

-12.61%

Winner

FKU

15.47%

ERY vs FKU - Historical Returns

Returns include dividend reinvestment.

Period	ERY	FKU
1 month	+5.17%	+0.18%
3 months	-6.85%	+0.85%
6 months	-40.29%	+9.42%
1 year	-53.39%	+17.75%
5 years(CAGR)	-37.53%	+6.89%
10 years(CAGR)	-33.62%	+6.84%
Max(CAGR)	-39.85%	+7.21%

Winner

ERY

+5.17%

FKU

+0.18%

ERY

-6.85%

Winner

FKU

+0.85%

ERY

-40.29%

Winner

FKU

+9.42%

ERY

-53.39%

Winner

FKU

+17.75%

5Y(CAGR)

ERY

-37.53%

Winner

FKU

+6.89%

10Y(CAGR)

ERY

-33.62%

Winner

FKU

+6.84%

Max(CAGR)

ERY

-39.85%

Winner

FKU

+7.21%

ERY vs FKU - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	ERY	FKU
2026	-39.90%	+3.59%
2025	-16.54%	+38.65%
2024	-3.26%	+10.20%
2023	-7.12%	+19.06%
2022	-71.83%	-24.06%
2021	-67.88%	+18.93%
2020	-9.46%	-6.68%
2019	-34.26%	+33.74%
2018	+53.12%	-16.73%
2017	-2.39%	+26.58%
2016	-67.49%	-15.15%
2015	+41.46%	+6.24%
2014	+0.33%	-4.73%
2013	-54.06%	+29.15%
2012	-25.02%	+11.93%
2011	-48.80%	N/A
2010	-56.47%	N/A
2009	-65.40%	N/A
2008	-43.13%	N/A

ERY vs FKU Drawdown Comparison

The maximum drawdown for ERY was -99.99%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for FKU was -54.39%, occurring on Mar 18, 2020. Recovery took 293 trading sessions.

The current ERY drawdown is -99.99%. The current FKU drawdown is -6.83%.

Rank	ERY	FKU
#1	-99.99% Nov 20, 2008 - Mar 27, 2026	-54.39% Dec 16, 2019 - Feb 16, 2021
#2	N/A	-41.79% Jun 1, 2021 - Aug 19, 2024
#3	N/A	-31.81% May 21, 2015 - Jan 23, 2018
#4	N/A	-25.92% Jun 11, 2018 - Dec 16, 2019
#5	N/A	-19.65% Feb 28, 2014 - May 13, 2015
#6	N/A	-14.25% Feb 25, 2026 - Mar 20, 2026
#7	N/A	-14.18% Mar 16, 2012 - Sep 10, 2012
#8	N/A	-13.36% Sep 27, 2024 - Apr 22, 2025
#9	N/A	-10.69% Jan 24, 2018 - May 17, 2018
#10	N/A	-9.58% May 21, 2013 - Jul 17, 2013
#11	N/A	-6.86% Jan 22, 2014 - Feb 12, 2014
#12	N/A	-6.18% Oct 3, 2025 - Dec 10, 2025
#13	N/A	-5.46% Mar 1, 2012 - Mar 16, 2012
#14	N/A	-4.85% Sep 18, 2013 - Oct 17, 2013
#15	N/A	-4.48% Nov 1, 2012 - Dec 6, 2012

Correlation

Correlation between ERY and FKU is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.64

-101

Dividend Comparison (2012 - 2026)

ERY vs FKU dividend yield comparison.

Year	ERY	FKU
2026	0.61%	0.30%
2025	3.48%	2.89%
2024	4.13%	4.07%
2023	4.14%	3.82%
2022	0.32%	5.55%
2021	0.00%	2.98%
2020	0.43%	1.48%
2019	1.50%	3.34%
2018	0.56%	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%