FKU vs ISWN

Comparison between FIRST TRUST UNITED KINGDOM ALPHADEX FUND (FKU, ETF) and AMPLIFY BLACKSWAN ISWN ETF (ISWN, ETF).

5-Year PerformanceFKU has outperformed ISWN, delivering a return of +8.4% compared to -0.7%

FKU vs ISWN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FKU(ETF)	ISWN(ETF)
Net Assets	$37M	$37M
Expense Ratio	0.80%	0.49%
Max Drawdown	58.69%	35.55%
Sharpe Ratio	0.83	0.47
5Y Beta	0.72	0.42
5Y Dividends CAGR	20.73%	90.14%

Net Assets

FKU

$37M

ISWN

$37M

Expense Ratio

FKU

0.80%

Winner

ISWN

0.49%

Max Drawdown

FKU

58.69%

Winner

ISWN

35.55%

Sharpe Ratio

Winner

FKU

0.83

ISWN

0.47

5Y Beta

FKU

0.72

Winner

ISWN

0.42

5Y Dividends CAGR

FKU

20.73%

Winner

ISWN

90.14%

FKU vs ISWN - Historical Returns

Returns include dividend reinvestment.

Period	FKU	ISWN
1 month	+2.49%	-1.10%
3 months	+2.63%	-0.57%
6 months	+1.83%	+0.44%
1 year	+17.00%	+8.00%
5 years(CAGR)	+8.38%	-0.70%
10 years(CAGR)	+8.66%	N/A
Max(CAGR)	+7.40%	-0.13%

Winner

FKU

+2.49%

ISWN

-1.10%

Winner

FKU

+2.63%

ISWN

-0.57%

Winner

FKU

+1.83%

ISWN

+0.44%

Winner

FKU

+17.00%

ISWN

+8.00%

5Y(CAGR)

Winner

FKU

+8.38%

ISWN

-0.70%

10Y(CAGR)

FKU

+8.66%

ISWN

N/A

Max(CAGR)

Winner

FKU

+7.40%

ISWN

-0.13%

FKU vs ISWN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	FKU	ISWN
2026	+7.26%	+2.52%
2025	+38.65%	+23.17%
2024	+10.20%	-2.65%
2023	+19.06%	+7.26%
2022	-24.06%	-24.61%
2021	+18.93%	+0.45%
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 ISWN Drawdown Comparison

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

The maximum drawdown for ISWN was -32.36%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current FKU drawdown is -3.54%. The current ISWN drawdown is -5.34%.

Rank	FKU	ISWN
#1	-54.39% Dec 16, 2019 - Feb 16, 2021	-32.36% Sep 15, 2021 - Oct 25, 2023
#2	-41.79% Jun 1, 2021 - Aug 19, 2024	-4.34% Feb 11, 2021 - Apr 26, 2021
#3	-31.81% May 21, 2015 - Jan 23, 2018	-3.09% May 7, 2021 - May 25, 2021
#4	-25.92% Jun 11, 2018 - Dec 16, 2019	-1.85% Jun 10, 2021 - Jul 28, 2021
#5	-19.65% Feb 28, 2014 - May 13, 2015	-1.75% Jan 26, 2021 - Feb 11, 2021
#6	-14.25% Feb 25, 2026 - Mar 20, 2026	-1.53% Aug 3, 2021 - Sep 2, 2021
#7	-14.18% Mar 16, 2012 - Sep 10, 2012	-1.42% Apr 26, 2021 - May 6, 2021
#8	-13.36% Sep 27, 2024 - Apr 22, 2025	-0.69% Sep 3, 2021 - Sep 14, 2021
#9	-10.69% Jan 24, 2018 - May 17, 2018	-0.55% Jun 2, 2021 - Jun 4, 2021
#10	-9.58% May 21, 2013 - Jul 17, 2013	-0.34% May 25, 2021 - May 28, 2021
#11	-6.86% Jan 22, 2014 - Feb 12, 2014	-0.20% Jul 29, 2021 - Aug 2, 2021
#12	-6.18% Oct 3, 2025 - Dec 10, 2025	-0.09% Jun 4, 2021 - Jun 8, 2021
#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 ISWN is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2012 - 2026)

FKU vs ISWN dividend yield comparison.

Year	FKU	ISWN
2026	2.35%	1.50%
2025	2.89%	2.89%
2024	4.07%	3.27%
2023	3.82%	2.91%
2022	5.55%	2.00%
2021	2.98%	0.76%
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%