FKU vs ERY

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

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

FKU vs ERY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

FKU

$40M

Winner

ERY

$40M

Expense Ratio

FKU

0.80%

ERY

N/A

Max Drawdown

Winner

FKU

58.69%

ERY

99.99%

Sharpe Ratio

Winner

FKU

0.82

ERY

-1.75

5Y Beta

FKU

0.72

Winner

ERY

-1.35

5Y Dividends CAGR

Winner

FKU

15.47%

ERY

-12.61%

FKU vs ERY - Historical Returns

Returns include dividend reinvestment.

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

FKU

+0.18%

Winner

ERY

+5.17%

Winner

FKU

+0.85%

ERY

-6.85%

Winner

FKU

+9.42%

ERY

-40.29%

Winner

FKU

+17.75%

ERY

-53.39%

5Y(CAGR)

Winner

FKU

+6.89%

ERY

-37.53%

10Y(CAGR)

Winner

FKU

+6.84%

ERY

-33.62%

Max(CAGR)

Winner

FKU

+7.21%

ERY

-39.85%

FKU vs ERY - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

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

FKU vs ERY Drawdown Comparison

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

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

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

Rank	FKU	ERY
#1	-54.39% Dec 16, 2019 - Feb 16, 2021	-99.99% Nov 20, 2008 - Mar 27, 2026
#2	-41.79% Jun 1, 2021 - Aug 19, 2024	N/A
#3	-31.81% May 21, 2015 - Jan 23, 2018	N/A
#4	-25.92% Jun 11, 2018 - Dec 16, 2019	N/A
#5	-19.65% Feb 28, 2014 - May 13, 2015	N/A
#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

Correlation

Correlation between FKU and ERY 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)

FKU vs ERY dividend yield comparison.

Year	FKU	ERY
2026	0.30%	0.61%
2025	2.89%	3.48%
2024	4.07%	4.13%
2023	3.82%	4.14%
2022	5.55%	0.32%
2021	2.98%	0.00%
2020	1.48%	0.43%
2019	3.34%	1.50%
2018	5.12%	0.56%
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%