FKU vs BIGY

Comparison between FIRST TRUST UNITED KINGDOM ALPHADEX FUND (FKU, ETF) and YIELDMAX(R) TARGET 12(TM) BIG 50 OPTION INCOME ETF (BIGY, ETF).

5-Year PerformanceBIGY has outperformed FKU, delivering a return of +21.3% compared to +7.8%

FKU vs BIGY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FKU(ETF)	BIGY(ETF)
Net Assets	$38M	$38M
Expense Ratio	0.80%	1.09%
Max Drawdown	58.69%	50.38%
Sharpe Ratio	0.90	1.43
5Y Beta	0.72	0.92
P/E Ratio	N/A	28.91
Forward P/E	N/A	23.28
PEG Ratio	N/A	0.81
5Y Dividends CAGR	15.47%	N/A
5Y EPS CAGR	N/A	23.39%
Debt to Equity	N/A	18.58%
P/S Ratio	N/A	4.72
P/B Ratio	N/A	7.11

Net Assets

FKU

$38M

Winner

BIGY

$38M

Expense Ratio

Winner

FKU

0.80%

BIGY

1.09%

Max Drawdown

FKU

58.69%

Winner

BIGY

50.38%

Sharpe Ratio

FKU

0.90

Winner

BIGY

1.43

5Y Beta

Winner

FKU

0.72

BIGY

0.92

P/E Ratio

FKU

N/A

BIGY

28.91

Forward P/E

FKU

N/A

BIGY

23.28

PEG Ratio

FKU

N/A

BIGY

0.81

5Y Dividends CAGR

FKU

15.47%

BIGY

N/A

5Y EPS CAGR

FKU

N/A

BIGY

23.39%

Debt to Equity

FKU

N/A

BIGY

18.58%

P/S Ratio

FKU

N/A

BIGY

4.72

P/B Ratio

FKU

N/A

BIGY

7.11

FKU vs BIGY - Holdings Comparison

FKU and BIGY have 1 common holdings. Overlap is -0.67%

FKU's top 25 holdings weight is 54.02%. BIGY's top 25 holdings weight is 75.18%.

Rank	FKU	BIGY
#1	BEAZLEY PLC (n/a) - 3.29%	APPLE INC (AAPL) - 6.79%
#2	GLENCORE PLC (n/a) - 2.58%	NVIDIA CORP (NVDA) - 6.71%
#3	LION FINANCE GROUP PLC (n/a) - 2.50%	AMAZON.COM INC (AMZN) - 5.03%
#4	SHELL PLC (n/a) - 2.50%	ALPHABET INC CLASS A (GOOGL) - 5.03%
#5	VODAFONE GROUP PLC (n/a) - 2.42%	BROADCOM INC (AVGO) - 4.11%
#6	STANDARD CHARTERED PLC (n/a) - 2.41%	ADVANCED MICRO DEVICES INC (AMD) - 3.92%
#7	IG GROUP HOLDINGS PLC (n/a) - 2.37%	MICROSOFT CORP (MSFT) - 3.45%
#8	BALFOUR BEATTY PLC (n/a) - 2.37%	META PLATFORMS INC CLASS A (META) - 3.34%
#9	RIO TINTO PLC ORDINARY SHARES (n/a) - 2.36%	TEXAS INSTRUMENTS INC (TXN) - 2.95%
#10	ENDEAVOUR MINING PLC (n/a) - 2.34%	JPMORGAN CHASE & CO (JPM) - 2.80%
#11	ANTOFAGASTA PLC (n/a) - 2.29%	TESLA INC (TSLA) - 2.74%
#12	JD SPORTS FASHION PLC (n/a) - 2.12%	WALMART INC (WMT) - 2.71%
#13	BARCLAYS PLC (n/a) - 2.11%	CATERPILLAR INC (CAT) - 2.65%
#14	FRESNILLO PLC (n/a) - 2.10%	CHEVRON CORP (CVX) - 2.09%
#15	TRITAX BIG BOX ORD (n/a) - 2.10%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.08%
#16	ABERDEEN GROUP PLC (n/a) - 2.05%	EXXON MOBIL CORP (XOM) - 2.06%
#17	EASYJET PLC (n/a) - 1.94%	GE AEROSPACE (GE) - 2.01%
#18	M&G PLC ORDINARY SHARES (n/a) - 1.88%	BANK OF AMERICA CORP (BAC) - 1.89%
#19	BERKELEY GROUP HOLDINGS (THE) PLC (n/a) - 1.85%	JOHNSON & JOHNSON (JNJ) - 1.86%
#20	ASSOCIATED BRITISH FOODS PLC (n/a) - 1.85%	ELI LILLY AND CO (LLY) - 1.85%
#21	PEARSON PLC (n/a) - 1.83%	NETFLIX INC (NFLX) - 1.85%
#22	ANGLOGOLD ASHANTI PLC (AU) - 1.80%	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.84%
#23	n/a (n/a) - 1.73%	COSTCO WHOLESALE CORP (COST) - 1.84%
#24	ASTRAZENECA PLC (AZN) - 1.63%	VISA INC CLASS A (V) - 1.81%
#25	PRUDENTIAL PLC (n/a) - 1.60%	PROCTER & GAMBLE CO (PG) - 1.77%
Total Holdings	80	156

FKU vs BIGY - Historical Returns

Returns include dividend reinvestment.

Period	FKU	BIGY
1 month	+2.53%	-0.37%
3 months	+5.90%	+8.60%
6 months	+12.14%	+5.05%
1 year	+20.20%	+21.14%
5 years(CAGR)	+7.75%	+21.27%
10 years(CAGR)	+7.75%	N/A
Max(CAGR)	+7.43%	+21.27%

Winner

FKU

+2.53%

BIGY

-0.37%

FKU

+5.90%

Winner

BIGY

+8.60%

Winner

FKU

+12.14%

BIGY

+5.05%

FKU

+20.20%

Winner

BIGY

+21.14%

5Y(CAGR)

FKU

+7.75%

Winner

BIGY

+21.27%

10Y(CAGR)

FKU

+7.75%

BIGY

N/A

Max(CAGR)

FKU

+7.43%

Winner

BIGY

+21.27%

FKU vs BIGY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	FKU	BIGY
2026	+6.89%	+4.43%
2025	+38.65%	+19.18%
2024	+10.20%	+0.22%
2023	+19.06%	N/A
2022	-24.06%	-22.52%
2021	+18.93%	-2.49%
2020	-6.68%	N/A
2019	+33.74%	N/A
2018	-16.73%	N/A
2017	+26.58%	N/A
2016	-15.15%	N/A
2015	+6.24%	N/A
2014	-4.73%	N/A
2013	+29.15%	N/A
2012	+11.93%	N/A

FKU vs BIGY Drawdown Comparison

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

The maximum drawdown for BIGY was -50.17%, occurring on Mar 14, 2022. Recovery took 118 trading sessions.

The current FKU drawdown is -3.87%. The current BIGY drawdown is -2.83%.

Rank	FKU	BIGY
#1	-54.39% Dec 16, 2019 - Feb 16, 2021	-50.17% Nov 9, 2021 - Nov 21, 2024
#2	-41.79% Jun 1, 2021 - Aug 19, 2024	-18.95% Feb 19, 2025 - Jun 25, 2025
#3	-31.81% May 21, 2015 - Jan 23, 2018	-9.41% Sep 3, 2021 - Oct 14, 2021
#4	-25.92% Jun 11, 2018 - Dec 16, 2019	-8.34% Dec 26, 2025 - Apr 17, 2026
#5	-19.65% Feb 28, 2014 - May 13, 2015	-4.44% Aug 5, 2021 - Aug 24, 2021
#6	-14.25% Feb 25, 2026 - Mar 20, 2026	-4.43% Oct 29, 2025 - Dec 24, 2025
#7	-14.18% Mar 16, 2012 - Sep 10, 2012	-3.97% Jun 2, 2026 - Jun 10, 2026
#8	-13.36% Sep 27, 2024 - Apr 22, 2025	-3.91% Oct 25, 2021 - Nov 3, 2021
#9	-10.69% Jan 24, 2018 - May 17, 2018	-3.79% Dec 26, 2024 - Jan 22, 2025
#10	-9.58% May 21, 2013 - Jul 17, 2013	-2.81% Dec 11, 2024 - Dec 26, 2024
#11	-6.86% Jan 22, 2014 - Feb 12, 2014	-2.60% Oct 8, 2025 - Oct 20, 2025
#12	-6.18% Oct 3, 2025 - Dec 10, 2025	-2.54% Jan 23, 2025 - Feb 14, 2025
#13	-5.46% Mar 1, 2012 - Mar 16, 2012	-1.96% Jul 28, 2025 - Aug 8, 2025
#14	-4.85% Sep 18, 2013 - Oct 17, 2013	-1.80% Jul 26, 2021 - Jul 28, 2021
#15	-4.48% Nov 1, 2012 - Dec 6, 2012	-1.73% Aug 15, 2025 - Aug 27, 2025

Correlation

Correlation between FKU and BIGY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2012 - 2026)

FKU vs BIGY dividend yield comparison.

Year	FKU	BIGY
2026	0.29%	4.97%
2025	2.89%	12.49%
2024	4.07%	0.00%
2023	3.82%	0.00%
2022	5.55%	0.00%
2021	2.98%	0.49%
2020	1.48%	0.00%
2019	3.34%	0.00%
2018	5.12%	0.00%
2017	2.93%	0.00%
2016	2.60%	0.00%
2015	2.64%	0.00%
2014	3.28%	0.00%
2013	2.28%	0.00%
2012	2.55%	0.00%