ISWN vs FKU

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

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

ISWN vs FKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

ISWN

$37M

FKU

$37M

Expense Ratio

Winner

ISWN

0.49%

FKU

0.80%

Max Drawdown

Winner

ISWN

35.55%

FKU

58.69%

Sharpe Ratio

ISWN

0.47

Winner

FKU

0.83

5Y Beta

Winner

ISWN

0.42

FKU

0.72

5Y Dividends CAGR

Winner

ISWN

90.14%

FKU

20.73%

ISWN vs FKU - Historical Returns

Returns include dividend reinvestment.

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

ISWN

-1.10%

Winner

FKU

+2.49%

ISWN

-0.57%

Winner

FKU

+2.63%

ISWN

+0.44%

Winner

FKU

+1.83%

ISWN

+8.00%

Winner

FKU

+17.00%

5Y(CAGR)

ISWN

-0.70%

Winner

FKU

+8.38%

10Y(CAGR)

ISWN

N/A

FKU

+8.66%

Max(CAGR)

ISWN

-0.13%

Winner

FKU

+7.40%

ISWN vs FKU - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	ISWN	FKU
2026	+2.52%	+7.26%
2025	+23.17%	+38.65%
2024	-2.65%	+10.20%
2023	+7.26%	+19.06%
2022	-24.61%	-24.06%
2021	+0.45%	+18.93%
2020	N/A	-6.68%
2019	N/A	+33.74%
2018	N/A	-16.73%
2017	N/A	+26.58%
2016	N/A	-15.15%
2015	N/A	+6.24%
2014	N/A	-4.73%
2013	N/A	+29.15%
2012	N/A	+11.93%

ISWN vs FKU Drawdown Comparison

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

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

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

Rank	ISWN	FKU
#1	-32.36% Sep 15, 2021 - Oct 25, 2023	-54.39% Dec 16, 2019 - Feb 16, 2021
#2	-4.34% Feb 11, 2021 - Apr 26, 2021	-41.79% Jun 1, 2021 - Aug 19, 2024
#3	-3.09% May 7, 2021 - May 25, 2021	-31.81% May 21, 2015 - Jan 23, 2018
#4	-1.85% Jun 10, 2021 - Jul 28, 2021	-25.92% Jun 11, 2018 - Dec 16, 2019
#5	-1.75% Jan 26, 2021 - Feb 11, 2021	-19.65% Feb 28, 2014 - May 13, 2015
#6	-1.53% Aug 3, 2021 - Sep 2, 2021	-14.25% Feb 25, 2026 - Mar 20, 2026
#7	-1.42% Apr 26, 2021 - May 6, 2021	-14.18% Mar 16, 2012 - Sep 10, 2012
#8	-0.69% Sep 3, 2021 - Sep 14, 2021	-13.36% Sep 27, 2024 - Apr 22, 2025
#9	-0.55% Jun 2, 2021 - Jun 4, 2021	-10.69% Jan 24, 2018 - May 17, 2018
#10	-0.34% May 25, 2021 - May 28, 2021	-9.58% May 21, 2013 - Jul 17, 2013
#11	-0.20% Jul 29, 2021 - Aug 2, 2021	-6.86% Jan 22, 2014 - Feb 12, 2014
#12	-0.09% Jun 4, 2021 - Jun 8, 2021	-6.18% Oct 3, 2025 - Dec 10, 2025
#13	N/A	-5.46% Mar 1, 2012 - Mar 16, 2012
#14	N/A	-4.85% Sep 18, 2013 - Oct 17, 2013
#15	N/A	-4.48% Nov 1, 2012 - Dec 6, 2012

Correlation

Correlation between ISWN and FKU 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)

ISWN vs FKU dividend yield comparison.

Year	ISWN	FKU
2026	1.50%	2.35%
2025	2.89%	2.89%
2024	3.27%	4.07%
2023	2.91%	3.82%
2022	2.00%	5.55%
2021	0.76%	2.98%
2020	0.00%	1.48%
2019	0.00%	3.34%
2018	0.00%	5.12%
2017	0.00%	2.93%
2016	0.00%	2.60%
2015	0.00%	2.64%
2014	0.00%	3.28%
2013	0.00%	2.28%
2012	0.00%	2.55%