FKU vs FTDS

Comparison between FIRST TRUST UNITED KINGDOM ALPHADEX FUND (FKU, ETF) and FIRST TRUST DIVIDEND STRENGTH ETF (FTDS, ETF).

5-Year PerformanceFKU has outperformed FTDS, delivering a return of +8.4% compared to +7.7%

FKU vs FTDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FKU(ETF)	FTDS(ETF)
Net Assets	$37M	$37M
Expense Ratio	0.80%	0.70%
Max Drawdown	58.69%	57.79%
Sharpe Ratio	0.83	1.08
5Y Beta	0.72	0.65
P/E Ratio	N/A	15.82
Forward P/E	N/A	13.54
PEG Ratio	N/A	0.42
5Y Dividends CAGR	20.73%	20.24%
5Y EPS CAGR	N/A	10.06%
Debt to Equity	N/A	55.71%
P/S Ratio	N/A	2.01
P/B Ratio	N/A	2.65

Net Assets

FKU

$37M

Winner

FTDS

$37M

Expense Ratio

FKU

0.80%

Winner

FTDS

0.70%

Max Drawdown

FKU

58.69%

Winner

FTDS

57.79%

Sharpe Ratio

FKU

0.83

Winner

FTDS

1.08

5Y Beta

FKU

0.72

Winner

FTDS

0.65

P/E Ratio

FKU

N/A

FTDS

15.82

Forward P/E

FKU

N/A

FTDS

13.54

PEG Ratio

FKU

N/A

FTDS

0.42

5Y Dividends CAGR

Winner

FKU

20.73%

FTDS

20.24%

5Y EPS CAGR

FKU

N/A

FTDS

10.06%

Debt to Equity

FKU

N/A

FTDS

55.71%

P/S Ratio

FKU

N/A

FTDS

2.01

P/B Ratio

FKU

N/A

FTDS

2.65

FKU vs FTDS - Holdings Comparison

FKU and FTDS have 0 common holdings. Overlap is 0.00%

FKU's top 25 holdings weight is 52.42%. FTDS's top 25 holdings weight is 54.20%.

Rank	FKU	FTDS
#1	EASYJET PLC (n/a) - 2.66%	RELIANCE INC (RS) - 2.29%
#2	STANDARD LIFE PLC (n/a) - 2.36%	TARGA RESOURCES CORP (TRGP) - 2.27%
#3	3I GROUP ORD (n/a) - 2.35%	COMMERCE BANCSHARES INC (CBSH) - 2.25%
#4	SHELL PLC (n/a) - 2.35%	POPULAR INC (BPOP) - 2.23%
#5	COMPUTACENTER PLC (n/a) - 2.34%	FIFTH THIRD BANCORP (FITB) - 2.23%
#6	M&G PLC ORDINARY SHARES (n/a) - 2.30%	CINCINNATI FINANCIAL CORP (CINF) - 2.21%
#7	SOFTCAT PLC (n/a) - 2.29%	ZIONS BANCORP NA (ZION) - 2.20%
#8	BRITISH LAND CO PLC (n/a) - 2.26%	IDEX CORP (IEX) - 2.20%
#9	HISCOX LTD (n/a) - 2.24%	ALLSTATE CORP (ALL) - 2.19%
#10	JD SPORTS FASHION PLC (n/a) - 2.24%	EAST WEST BANCORP INC (EWBC) - 2.18%
#11	KINGFISHER PLC (n/a) - 2.22%	M&T BANK CORP (MTB) - 2.17%
#12	BALFOUR BEATTY PLC (n/a) - 2.20%	QUEST DIAGNOSTICS INC (DGX) - 2.17%
#13	ASSOCIATED BRITISH FOODS PLC (n/a) - 2.18%	UNION PACIFIC CORP (UNP) - 2.16%
#14	COMPASS GROUP PLC (n/a) - 2.11%	JOHNSON & JOHNSON (JNJ) - 2.16%
#15	n/a (n/a) - 2.10%	PHILLIPS 66 (PSX) - 2.16%
#16	SAINSBURY (J) PLC (n/a) - 1.92%	MERCK & CO INC (MRK) - 2.15%
#17	ABERDEEN GROUP PLC (n/a) - 1.87%	CULLEN/FROST BANKERS INC (CFR) - 2.15%
#18	PERSIMMON PLC (n/a) - 1.83%	REGIONS FINANCIAL CORP (RF) - 2.14%
#19	BARCLAYS PLC (n/a) - 1.82%	WR BERKLEY CORP (WRB) - 2.12%
#20	LEGAL & GENERAL GROUP PLC (n/a) - 1.82%	PPG INDUSTRIES INC (PPG) - 2.11%
#21	PEARSON PLC (n/a) - 1.81%	SNAP-ON INC (SNA) - 2.11%
#22	BT GROUP PLC (n/a) - 1.80%	GENERAL DYNAMICS CORP (GD) - 2.10%
#23	RECKITT BENCKISER GROUP PLC (n/a) - 1.79%	THE TORO CO (TTC) - 2.09%
#24	DCC PLC (n/a) - 1.78%	CDW CORP (CDW) - 2.09%
#25	LION FINANCE GROUP PLC (n/a) - 1.78%	OSHKOSH CORP (OSK) - 2.07%
Total Holdings	80	51

FKU vs FTDS - Historical Returns

Returns include dividend reinvestment.

Period	FKU	FTDS
1 month	+2.49%	+4.97%
3 months	+2.63%	+2.35%
6 months	+1.83%	+6.78%
1 year	+17.00%	+17.01%
5 years(CAGR)	+8.38%	+7.73%
10 years(CAGR)	+8.66%	+10.85%
Max(CAGR)	+7.40%	+6.56%

FKU

+2.49%

Winner

FTDS

+4.97%

Winner

FKU

+2.63%

FTDS

+2.35%

FKU

+1.83%

Winner

FTDS

+6.78%

FKU

+17.00%

Winner

FTDS

+17.01%

5Y(CAGR)

Winner

FKU

+8.38%

FTDS

+7.73%

10Y(CAGR)

FKU

+8.66%

Winner

FTDS

+10.85%

Max(CAGR)

Winner

FKU

+7.40%

FTDS

+6.56%

FKU vs FTDS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	FKU	FTDS
2026	+7.26%	+11.35%
2025	+38.65%	+14.07%
2024	+10.20%	+10.99%
2023	+19.06%	+12.27%
2022	-24.06%	-13.33%
2021	+18.93%	+26.46%
2020	-6.68%	+13.73%
2019	+33.74%	+23.95%
2018	-16.73%	-10.51%
2017	+26.58%	+19.34%
2016	-15.15%	+14.74%
2015	+6.24%	-5.05%
2014	-4.73%	+3.40%
2013	+29.15%	+37.32%
2012	+11.93%	+4.68%
2011	N/A	-10.22%
2010	N/A	+18.10%
2009	N/A	+35.40%
2008	N/A	-35.08%
2007	N/A	+5.23%
2006	N/A	-1.34%
2005	N/A	+0.35%
2004	N/A	-0.79%

FKU vs FTDS Drawdown Comparison

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

The maximum drawdown for FTDS was -56.53%, occurring on Mar 9, 2009. Recovery took 1822 trading sessions.

The current FKU drawdown is -3.54%. The current FTDS drawdown is -0.73%.

Rank	FKU	FTDS
#1	-54.39% Dec 16, 2019 - Feb 16, 2021	-56.53% Dec 15, 2005 - Mar 15, 2013
#2	-41.79% Jun 1, 2021 - Aug 19, 2024	-42.47% Feb 19, 2020 - Nov 11, 2020
#3	-31.81% May 21, 2015 - Jan 23, 2018	-23.36% Nov 16, 2021 - Mar 21, 2024
#4	-25.92% Jun 11, 2018 - Dec 16, 2019	-22.60% Sep 20, 2018 - Dec 18, 2019
#5	-19.65% Feb 28, 2014 - May 13, 2015	-21.84% Sep 3, 2014 - Nov 14, 2016
#6	-14.25% Feb 25, 2026 - Mar 20, 2026	-19.90% Apr 28, 2004 - Feb 11, 2005
#7	-14.18% Mar 16, 2012 - Sep 10, 2012	-18.04% Nov 25, 2024 - Jul 23, 2025
#8	-13.36% Sep 27, 2024 - Apr 22, 2025	-9.32% Mar 7, 2005 - Aug 2, 2005
#9	-10.69% Jan 24, 2018 - May 17, 2018	-8.93% Jan 26, 2018 - Jun 6, 2018
#10	-9.58% May 21, 2013 - Jul 17, 2013	-8.45% Sep 30, 2005 - Dec 2, 2005
#11	-6.86% Jan 22, 2014 - Feb 12, 2014	-7.24% Jan 15, 2014 - Mar 5, 2014
#12	-6.18% Oct 3, 2025 - Dec 10, 2025	-6.57% Mar 2, 2026 - Jul 7, 2026
#13	-5.46% Mar 1, 2012 - Mar 16, 2012	-6.46% Jul 31, 2024 - Aug 23, 2024
#14	-4.85% Sep 18, 2013 - Oct 17, 2013	-5.50% Jun 8, 2021 - Aug 9, 2021
#15	-4.48% Nov 1, 2012 - Dec 6, 2012	-5.33% Sep 3, 2021 - Oct 20, 2021

Correlation

Correlation between FKU and FTDS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2007 - 2026)

FKU vs FTDS dividend yield comparison.

Year	FKU	FTDS
2026	2.35%	0.80%
2025	2.89%	1.59%
2024	4.07%	2.05%
2023	3.82%	2.15%
2022	5.55%	2.31%
2021	2.98%	0.72%
2020	1.48%	0.99%
2019	3.34%	1.13%
2018	5.12%	1.14%
2017	2.93%	0.79%
2016	2.60%	1.24%
2015	2.64%	0.95%
2014	3.28%	1.07%
2013	2.28%	0.84%
2012	2.55%	2.12%
2011	0.00%	1.14%
2010	0.00%	1.45%
2009	0.00%	1.02%
2008	0.00%	1.96%
2007	0.00%	1.23%