FKU vs AMUB

Comparison between FIRST TRUST UNITED KINGDOM ALPHADEX FUND (FKU, ETF) and UBS AG London Branch (AMUB, ETF).

5-Year PerformanceAMUB has outperformed FKU, delivering a return of +15.0% compared to +8.4%

FKU vs AMUB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FKU(ETF)	AMUB(ETF)
Net Assets	$37M	$37M
Expense Ratio	0.80%	0.80%
Max Drawdown	58.69%	79.46%
Sharpe Ratio	0.83	1.20
5Y Beta	0.72	0.46
5Y Dividends CAGR	20.73%	N/A

Net Assets

FKU

$37M

Winner

AMUB

$37M

Expense Ratio

FKU

0.80%

AMUB

0.80%

Max Drawdown

Winner

FKU

58.69%

AMUB

79.46%

Sharpe Ratio

FKU

0.83

Winner

AMUB

1.20

5Y Beta

FKU

0.72

Winner

AMUB

0.46

5Y Dividends CAGR

FKU

20.73%

AMUB

N/A

FKU vs AMUB - Historical Returns

Returns include dividend reinvestment.

Period	FKU	AMUB
1 month	+2.49%	+7.07%
3 months	+2.63%	+6.53%
6 months	+1.83%	+15.66%
1 year	+17.00%	+20.97%
5 years(CAGR)	+8.38%	+15.01%
10 years(CAGR)	+8.66%	+3.49%
Max(CAGR)	+7.40%	+0.43%

FKU

+2.49%

Winner

AMUB

+7.07%

FKU

+2.63%

Winner

AMUB

+6.53%

FKU

+1.83%

Winner

AMUB

+15.66%

FKU

+17.00%

Winner

AMUB

+20.97%

5Y(CAGR)

FKU

+8.38%

Winner

AMUB

+15.01%

10Y(CAGR)

Winner

FKU

+8.66%

AMUB

+3.49%

Max(CAGR)

Winner

FKU

+7.40%

AMUB

+0.43%

FKU vs AMUB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	FKU	AMUB
2026	+7.26%	+21.12%
2025	+38.65%	+0.55%
2024	+10.20%	+15.68%
2023	+19.06%	+18.77%
2022	-24.06%	+18.38%
2021	+18.93%	+29.70%
2020	-6.68%	-37.22%
2019	+33.74%	-3.23%
2018	-16.73%	-19.25%
2017	+26.58%	-13.07%
2016	-15.15%	+22.92%
2015	+6.24%	-26.44%
2014	-4.73%	N/A
2013	+29.15%	N/A
2012	+11.93%	N/A

FKU vs AMUB Drawdown Comparison

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

The maximum drawdown for AMUB was -79.46%, occurring on Mar 18, 2020. Recovery took 2626 trading sessions.

The current FKU drawdown is -3.54%. The current AMUB drawdown is -2.06%.

Rank	FKU	AMUB
#1	-54.39% Dec 16, 2019 - Feb 16, 2021	-79.46% Oct 9, 2015 - Mar 23, 2026
#2	-41.79% Jun 1, 2021 - Aug 19, 2024	-11.02% May 19, 2026 - Jun 24, 2026
#3	-31.81% May 21, 2015 - Jan 23, 2018	-5.70% Mar 26, 2026 - Apr 30, 2026
#4	-25.92% Jun 11, 2018 - Dec 16, 2019	-2.43% Apr 30, 2026 - May 12, 2026
#5	-19.65% Feb 28, 2014 - May 13, 2015	-0.63% Mar 24, 2026 - Mar 26, 2026
#6	-14.25% Feb 25, 2026 - Mar 20, 2026	N/A
#7	-14.18% Mar 16, 2012 - Sep 10, 2012	N/A
#8	-13.36% Sep 27, 2024 - Apr 22, 2025	N/A
#9	-10.69% Jan 24, 2018 - May 17, 2018	N/A
#10	-9.58% May 21, 2013 - Jul 17, 2013	N/A
#11	-6.86% Jan 22, 2014 - Feb 12, 2014	N/A
#12	-6.18% Oct 3, 2025 - Dec 10, 2025	N/A
#13	-5.46% Mar 1, 2012 - Mar 16, 2012	N/A
#14	-4.85% Sep 18, 2013 - Oct 17, 2013	N/A
#15	-4.48% Nov 1, 2012 - Dec 6, 2012	N/A