FKU vs WEEL
Comparison between FIRST TRUST UNITED KINGDOM ALPHADEX FUND (FKU, ETF) and PEERLESS OPTION INCOME WHEEL ETF (WEEL, ETF).
FKU vs WEEL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FKU
$38M
WEEL
$37M
Expense Ratio
Winner
FKU
0.80%
WEEL
0.99%
Max Drawdown
FKU
58.69%
Winner
WEEL
21.97%
Sharpe Ratio
FKU
0.90
Winner
WEEL
1.51
5Y Beta
FKU
0.72
Winner
WEEL
0.68
5Y Dividends CAGR
FKU
15.47%
WEEL
N/A
FKU vs WEEL - Holdings Comparison
FKU and WEEL have 1 common holdings. Overlap is -0.36%
FKU's top 25 holdings weight is 54.02%. WEEL's top 25 holdings weight is 71.27%.
| Rank | FKU | WEEL |
|---|---|---|
| #1 | BEAZLEY PLC (n/a) - 3.29% | STATE STREET® SPDR® S&PRGNLLBKGETF (KRE) - 10.64% |
| #2 | GLENCORE PLC (n/a) - 2.58% | OTHER ASSETS AND LIABILITIES (n/a) - 9.34% |
| #3 | LION FINANCE GROUP PLC (n/a) - 2.50% | ARK INNOVATION ETF (ARKK) - 7.91% |
| #4 | SHELL PLC (n/a) - 2.50% | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - 4.78% |
| #5 | VODAFONE GROUP PLC (n/a) - 2.42% | VANECK GOLD MINERS ETF (GDX) - 4.69% |
| #6 | STANDARD CHARTERED PLC (n/a) - 2.41% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.68% |
| #7 | IG GROUP HOLDINGS PLC (n/a) - 2.37% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 4.58% |
| #8 | BALFOUR BEATTY PLC (n/a) - 2.37% | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 4.43% |
| #9 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.36% | INVESCO QQQ TRUST (QQQ) - 4.05% |
| #10 | ENDEAVOUR MINING PLC (n/a) - 2.34% | KRANESHARES CSI CHINA INTERNET ETF (KWEB) - 3.19% |
| #11 | ANTOFAGASTA PLC (n/a) - 2.29% | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - 2.89% |
| #12 | JD SPORTS FASHION PLC (n/a) - 2.12% | ISHARES US REAL ESTATE ETF (IYR) - 2.21% |
| #13 | BARCLAYS PLC (n/a) - 2.11% | ISHARES US HOME CONSTRUCTION ETF (ITB) - 2.08% |
| #14 | FRESNILLO PLC (n/a) - 2.10% | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 2.02% |
| #15 | TRITAX BIG BOX ORD (n/a) - 2.10% | ISHARES SILVER TRUST (SLV) - 1.47% |
| #16 | ABERDEEN GROUP PLC (n/a) - 2.05% | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.28% |
| #17 | EASYJET PLC (n/a) - 1.94% | IPATH® B S&P 500® VIX S/T FUTS„¢ ETN (VXX) - 0.57% |
| #18 | M&G PLC ORDINARY SHARES (n/a) - 1.88% | CASH OFFSET (n/a) - 0.49% |
| #19 | BERKELEY GROUP HOLDINGS (THE) PLC (n/a) - 1.85% | IWM US 05/22/26 P266 (n/a) - 0.00% |
| #20 | ASSOCIATED BRITISH FOODS PLC (n/a) - 1.85% | ISHARES RUSSELL 2000 ETF (IWM) - 0.00% |
| #21 | PEARSON PLC (n/a) - 1.83% | XLE US 05/22/26 P57 (n/a) - 0.00% |
| #22 | ANGLOGOLD ASHANTI PLC (AU) - 1.80% | VXX US 05/22/26 C31 (n/a) - 0.00% |
| #23 | n/a (n/a) - 1.73% | SMH US 05/22/26 P500 (n/a) - -0.01% |
| #24 | ASTRAZENECA PLC (AZN) - 1.63% | IGV US 05/22/26 P87 (n/a) - -0.01% |
| #25 | PRUDENTIAL PLC (n/a) - 1.60% | XLE US 05/22/26 C60.5 (n/a) - -0.01% |
| Total Holdings | 80 | 40 |
FKU vs WEEL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FKU
+2.53%
WEEL
+0.06%
3M
Winner
FKU
+5.90%
WEEL
+4.36%
6M
Winner
FKU
+12.14%
WEEL
+5.61%
1Y
Winner
FKU
+20.20%
WEEL
+17.64%
5Y(CAGR)
FKU
+7.75%
WEEL
N/A
10Y(CAGR)
FKU
+7.75%
WEEL
N/A
Max(CAGR)
FKU
+7.43%
Winner
WEEL
+12.54%
FKU vs WEEL - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FKU | WEEL |
|---|---|---|
| 2026 | +6.89% | +4.72% |
| 2025 | +38.65% | +17.60% |
| 2024 | +10.20% | +3.36% |
| 2023 | +19.06% | N/A |
| 2022 | -24.06% | N/A |
| 2021 | +18.93% | N/A |
| 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 WEEL Drawdown Comparison
The maximum drawdown for FKU was -54.39%, occurring on Mar 18, 2020. Recovery took 293 trading sessions.
The maximum drawdown for WEEL was -17.43%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.
The current FKU drawdown is -3.87%. The current WEEL drawdown is -0.70%.
| Rank | FKU | WEEL |
|---|---|---|
| #1 | -54.39% Dec 16, 2019 - Feb 16, 2021 | -17.43% Feb 10, 2025 - Jun 23, 2025 |
| #2 | -41.79% Jun 1, 2021 - Aug 19, 2024 | -4.83% Jul 15, 2024 - Aug 23, 2024 |
| #3 | -31.81% May 21, 2015 - Jan 23, 2018 | -4.61% Dec 3, 2024 - Jan 21, 2025 |
| #4 | -25.92% Jun 11, 2018 - Dec 16, 2019 | -4.56% Feb 25, 2026 - Apr 13, 2026 |
| #5 | -19.65% Feb 28, 2014 - May 13, 2015 | -2.67% Nov 11, 2025 - Nov 25, 2025 |
| #6 | -14.25% Feb 25, 2026 - Mar 20, 2026 | -2.46% Jan 22, 2026 - Feb 20, 2026 |
| #7 | -14.18% Mar 16, 2012 - Sep 10, 2012 | -2.36% Aug 23, 2024 - Sep 13, 2024 |
| #8 | -13.36% Sep 27, 2024 - Apr 22, 2025 | -2.31% Jun 4, 2026 - Jun 10, 2026 |
| #9 | -10.69% Jan 24, 2018 - May 17, 2018 | -1.71% Nov 7, 2024 - Nov 25, 2024 |
| #10 | -9.58% May 21, 2013 - Jul 17, 2013 | -1.58% Apr 17, 2026 - May 11, 2026 |
| #11 | -6.86% Jan 22, 2014 - Feb 12, 2014 | -1.56% May 11, 2026 - May 26, 2026 |
| #12 | -6.18% Oct 3, 2025 - Dec 10, 2025 | -1.45% Oct 8, 2025 - Oct 14, 2025 |
| #13 | -5.46% Mar 1, 2012 - Mar 16, 2012 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #14 | -4.85% Sep 18, 2013 - Oct 17, 2013 | -1.38% Jul 25, 2025 - Aug 5, 2025 |
| #15 | -4.48% Nov 1, 2012 - Dec 6, 2012 | -1.27% Dec 5, 2025 - Dec 31, 2025 |
Correlation
Correlation between FKU and WEEL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2012 - 2026)
FKU vs WEEL dividend yield comparison.
| Year | FKU | WEEL |
|---|---|---|
| 2026 | 0.29% | 2.94% |
| 2025 | 2.89% | 12.72% |
| 2024 | 4.07% | 6.88% |
| 2023 | 3.82% | 0.00% |
| 2022 | 5.55% | 0.00% |
| 2021 | 2.98% | 0.00% |
| 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% |
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