FKU vs EAOA
Comparison between FIRST TRUST UNITED KINGDOM ALPHADEX FUND (FKU, ETF) and ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF (EAOA, ETF).
5-Year PerformanceEAOA has outperformed FKU, delivering a return of +8.5% compared to +7.8%
FKU vs EAOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FKU vs EAOA - Holdings Comparison
FKU and EAOA have 0 common holdings. Overlap is 0.00%
FKU's top 25 holdings weight is 54.02%. EAOA's top 25 holdings weight is 99.75%.
| Rank | FKU | EAOA |
|---|---|---|
| #1 | BEAZLEY PLC (n/a) - 3.29% | ISHARES ESG AWARE MSCI USA ETF (ESGU) - 49.74% |
| #2 | GLENCORE PLC (n/a) - 2.58% | ISHARES ESG U.S. AGGREGATE BOND ETF (EAGG) - 18.75% |
| #3 | LION FINANCE GROUP PLC (n/a) - 2.50% | ISHARES ESG AWARE MSCI EAFE ETF (ESGD) - 16.52% |
| #4 | SHELL PLC (n/a) - 2.50% | ISHARES ESG AWARE MSCI EM ETF (ESGE) - 9.83% |
| #5 | VODAFONE GROUP PLC (n/a) - 2.42% | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML) - 4.91% |
| #6 | STANDARD CHARTERED PLC (n/a) - 2.41% | N/A |
| #7 | IG GROUP HOLDINGS PLC (n/a) - 2.37% | N/A |
| #8 | BALFOUR BEATTY PLC (n/a) - 2.37% | N/A |
| #9 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.36% | N/A |
| #10 | ENDEAVOUR MINING PLC (n/a) - 2.34% | N/A |
| #11 | ANTOFAGASTA PLC (n/a) - 2.29% | N/A |
| #12 | JD SPORTS FASHION PLC (n/a) - 2.12% | N/A |
| #13 | BARCLAYS PLC (n/a) - 2.11% | N/A |
| #14 | FRESNILLO PLC (n/a) - 2.10% | N/A |
| #15 | TRITAX BIG BOX ORD (n/a) - 2.10% | N/A |
| #16 | ABERDEEN GROUP PLC (n/a) - 2.05% | N/A |
| #17 | EASYJET PLC (n/a) - 1.94% | N/A |
| #18 | M&G PLC ORDINARY SHARES (n/a) - 1.88% | N/A |
| #19 | BERKELEY GROUP HOLDINGS (THE) PLC (n/a) - 1.85% | N/A |
| #20 | ASSOCIATED BRITISH FOODS PLC (n/a) - 1.85% | N/A |
| #21 | PEARSON PLC (n/a) - 1.83% | N/A |
| #22 | ANGLOGOLD ASHANTI PLC (AU) - 1.80% | N/A |
| #23 | n/a (n/a) - 1.73% | N/A |
| #24 | ASTRAZENECA PLC (AZN) - 1.63% | N/A |
| #25 | PRUDENTIAL PLC (n/a) - 1.60% | N/A |
| Total Holdings | 80 | 5 |
FKU vs EAOA - Historical Returns
Returns include dividend reinvestment.
FKU vs EAOA - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FKU | EAOA |
|---|---|---|
| 2026 | +7.07% | +9.98% |
| 2025 | +38.65% | +18.54% |
| 2024 | +10.20% | +14.72% |
| 2023 | +19.06% | +18.15% |
| 2022 | -24.06% | -18.03% |
| 2021 | +18.93% | +15.20% |
| 2020 | -6.68% | +19.78% |
| 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 EAOA Drawdown Comparison
The maximum drawdown for FKU was -54.39%, occurring on Mar 18, 2020. Recovery took 293 trading sessions.
The maximum drawdown for EAOA was -25.07%, occurring on Oct 14, 2022. Recovery took 580 trading sessions.
The current FKU drawdown is -3.71%. The current EAOA drawdown is -0.30%.
| Rank | FKU | EAOA |
|---|---|---|
| #1 | -54.39% Dec 16, 2019 - Feb 16, 2021 | -25.07% Nov 8, 2021 - Mar 1, 2024 |
| #2 | -41.79% Jun 1, 2021 - Aug 19, 2024 | -13.84% Feb 18, 2025 - May 19, 2025 |
| #3 | -31.81% May 21, 2015 - Jan 23, 2018 | -8.17% Feb 25, 2026 - Apr 16, 2026 |
| #4 | -25.92% Jun 11, 2018 - Dec 16, 2019 | -6.55% Sep 2, 2020 - Nov 9, 2020 |
| #5 | -19.65% Feb 28, 2014 - May 13, 2015 | -6.34% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -14.25% Feb 25, 2026 - Mar 20, 2026 | -4.78% Mar 28, 2024 - May 14, 2024 |
| #7 | -14.18% Mar 16, 2012 - Sep 10, 2012 | -4.53% Sep 3, 2021 - Nov 1, 2021 |
| #8 | -13.36% Sep 27, 2024 - Apr 22, 2025 | -4.44% Dec 6, 2024 - Feb 13, 2025 |
| #9 | -10.69% Jan 24, 2018 - May 17, 2018 | -4.37% Feb 16, 2021 - Apr 5, 2021 |
| #10 | -9.58% May 21, 2013 - Jul 17, 2013 | -4.21% Oct 28, 2025 - Dec 10, 2025 |
| #11 | -6.86% Jan 22, 2014 - Feb 12, 2014 | -3.81% Jun 2, 2026 - Jun 10, 2026 |
| #12 | -6.18% Oct 3, 2025 - Dec 10, 2025 | -3.43% May 7, 2021 - Jun 1, 2021 |
| #13 | -5.46% Mar 1, 2012 - Mar 16, 2012 | -3.13% Aug 30, 2024 - Sep 16, 2024 |
| #14 | -4.85% Sep 18, 2013 - Oct 17, 2013 | -3.09% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -4.48% Nov 1, 2012 - Dec 6, 2012 | -2.70% Oct 14, 2024 - Nov 7, 2024 |
Correlation
Correlation between FKU and EAOA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
FKU vs EAOA dividend yield comparison.
| Year | FKU | EAOA |
|---|---|---|
| 2026 | 0.29% | 0.30% |
| 2025 | 2.89% | 2.10% |
| 2024 | 4.07% | 2.09% |
| 2023 | 3.82% | 2.21% |
| 2022 | 5.55% | 1.93% |
| 2021 | 2.98% | 1.48% |
| 2020 | 1.48% | 1.12% |
| 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% |
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