WEEL vs FKU
Comparison between PEERLESS OPTION INCOME WHEEL ETF (WEEL, ETF) and FIRST TRUST UNITED KINGDOM ALPHADEX FUND (FKU, ETF).
WEEL vs FKU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WEEL
$37M
Winner
FKU
$38M
Expense Ratio
WEEL
0.99%
Winner
FKU
0.80%
Max Drawdown
Winner
WEEL
21.97%
FKU
58.69%
Sharpe Ratio
Winner
WEEL
1.57
FKU
0.95
5Y Beta
Winner
WEEL
0.68
FKU
0.72
5Y Dividends CAGR
WEEL
N/A
FKU
15.47%
WEEL vs FKU - Holdings Comparison
WEEL and FKU have 1 common holdings. Overlap is -0.36%
WEEL's top 25 holdings weight is 71.27%. FKU's top 25 holdings weight is 54.02%.
| Rank | WEEL | FKU |
|---|---|---|
| #1 | STATE STREET® SPDR® S&PRGNLLBKGETF (KRE) - 10.64% | BEAZLEY PLC (n/a) - 3.29% |
| #2 | OTHER ASSETS AND LIABILITIES (n/a) - 9.34% | GLENCORE PLC (n/a) - 2.58% |
| #3 | ARK INNOVATION ETF (ARKK) - 7.91% | LION FINANCE GROUP PLC (n/a) - 2.50% |
| #4 | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - 4.78% | SHELL PLC (n/a) - 2.50% |
| #5 | VANECK GOLD MINERS ETF (GDX) - 4.69% | VODAFONE GROUP PLC (n/a) - 2.42% |
| #6 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.68% | STANDARD CHARTERED PLC (n/a) - 2.41% |
| #7 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 4.58% | IG GROUP HOLDINGS PLC (n/a) - 2.37% |
| #8 | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 4.43% | BALFOUR BEATTY PLC (n/a) - 2.37% |
| #9 | INVESCO QQQ TRUST (QQQ) - 4.05% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.36% |
| #10 | KRANESHARES CSI CHINA INTERNET ETF (KWEB) - 3.19% | ENDEAVOUR MINING PLC (n/a) - 2.34% |
| #11 | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - 2.89% | ANTOFAGASTA PLC (n/a) - 2.29% |
| #12 | ISHARES US REAL ESTATE ETF (IYR) - 2.21% | JD SPORTS FASHION PLC (n/a) - 2.12% |
| #13 | ISHARES US HOME CONSTRUCTION ETF (ITB) - 2.08% | BARCLAYS PLC (n/a) - 2.11% |
| #14 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 2.02% | FRESNILLO PLC (n/a) - 2.10% |
| #15 | ISHARES SILVER TRUST (SLV) - 1.47% | TRITAX BIG BOX ORD (n/a) - 2.10% |
| #16 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.28% | ABERDEEN GROUP PLC (n/a) - 2.05% |
| #17 | IPATH® B S&P 500® VIX S/T FUTS„¢ ETN (VXX) - 0.57% | EASYJET PLC (n/a) - 1.94% |
| #18 | CASH OFFSET (n/a) - 0.49% | M&G PLC ORDINARY SHARES (n/a) - 1.88% |
| #19 | IWM US 05/22/26 P266 (n/a) - 0.00% | BERKELEY GROUP HOLDINGS (THE) PLC (n/a) - 1.85% |
| #20 | ISHARES RUSSELL 2000 ETF (IWM) - 0.00% | ASSOCIATED BRITISH FOODS PLC (n/a) - 1.85% |
| #21 | XLE US 05/22/26 P57 (n/a) - 0.00% | PEARSON PLC (n/a) - 1.83% |
| #22 | VXX US 05/22/26 C31 (n/a) - 0.00% | ANGLOGOLD ASHANTI PLC (AU) - 1.80% |
| #23 | SMH US 05/22/26 P500 (n/a) - -0.01% | n/a (n/a) - 1.73% |
| #24 | IGV US 05/22/26 P87 (n/a) - -0.01% | ASTRAZENECA PLC (AZN) - 1.63% |
| #25 | XLE US 05/22/26 C60.5 (n/a) - -0.01% | PRUDENTIAL PLC (n/a) - 1.60% |
| Total Holdings | 40 | 80 |
WEEL vs FKU - Historical Returns
Returns include dividend reinvestment.
1M
WEEL
+0.06%
Winner
FKU
+2.53%
3M
WEEL
+4.36%
Winner
FKU
+5.90%
6M
WEEL
+5.61%
Winner
FKU
+12.14%
1Y
WEEL
+17.64%
Winner
FKU
+20.20%
5Y(CAGR)
WEEL
N/A
FKU
+7.75%
10Y(CAGR)
WEEL
N/A
FKU
+7.75%
Max(CAGR)
Winner
WEEL
+12.54%
FKU
+7.43%
WEEL vs FKU - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | WEEL | FKU |
|---|---|---|
| 2026 | +4.72% | +6.89% |
| 2025 | +17.60% | +38.65% |
| 2024 | +3.36% | +10.20% |
| 2023 | N/A | +19.06% |
| 2022 | N/A | -24.06% |
| 2021 | N/A | +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% |
WEEL vs FKU Drawdown Comparison
The maximum drawdown for WEEL was -17.43%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.
The maximum drawdown for FKU was -54.39%, occurring on Mar 18, 2020. Recovery took 293 trading sessions.
The current WEEL drawdown is -0.70%. The current FKU drawdown is -3.87%.
| Rank | WEEL | FKU |
|---|---|---|
| #1 | -17.43% Feb 10, 2025 - Jun 23, 2025 | -54.39% Dec 16, 2019 - Feb 16, 2021 |
| #2 | -4.83% Jul 15, 2024 - Aug 23, 2024 | -41.79% Jun 1, 2021 - Aug 19, 2024 |
| #3 | -4.61% Dec 3, 2024 - Jan 21, 2025 | -31.81% May 21, 2015 - Jan 23, 2018 |
| #4 | -4.56% Feb 25, 2026 - Apr 13, 2026 | -25.92% Jun 11, 2018 - Dec 16, 2019 |
| #5 | -2.67% Nov 11, 2025 - Nov 25, 2025 | -19.65% Feb 28, 2014 - May 13, 2015 |
| #6 | -2.46% Jan 22, 2026 - Feb 20, 2026 | -14.25% Feb 25, 2026 - Mar 20, 2026 |
| #7 | -2.36% Aug 23, 2024 - Sep 13, 2024 | -14.18% Mar 16, 2012 - Sep 10, 2012 |
| #8 | -2.31% Jun 4, 2026 - Jun 10, 2026 | -13.36% Sep 27, 2024 - Apr 22, 2025 |
| #9 | -1.71% Nov 7, 2024 - Nov 25, 2024 | -10.69% Jan 24, 2018 - May 17, 2018 |
| #10 | -1.58% Apr 17, 2026 - May 11, 2026 | -9.58% May 21, 2013 - Jul 17, 2013 |
| #11 | -1.56% May 11, 2026 - May 26, 2026 | -6.86% Jan 22, 2014 - Feb 12, 2014 |
| #12 | -1.45% Oct 8, 2025 - Oct 14, 2025 | -6.18% Oct 3, 2025 - Dec 10, 2025 |
| #13 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -5.46% Mar 1, 2012 - Mar 16, 2012 |
| #14 | -1.38% Jul 25, 2025 - Aug 5, 2025 | -4.85% Sep 18, 2013 - Oct 17, 2013 |
| #15 | -1.27% Dec 5, 2025 - Dec 31, 2025 | -4.48% Nov 1, 2012 - Dec 6, 2012 |
Correlation
Correlation between WEEL and FKU is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2012 - 2026)
WEEL vs FKU dividend yield comparison.
| Year | WEEL | FKU |
|---|---|---|
| 2026 | 2.94% | 0.29% |
| 2025 | 12.72% | 2.89% |
| 2024 | 6.88% | 4.07% |
| 2023 | 0.00% | 3.82% |
| 2022 | 0.00% | 5.55% |
| 2021 | 0.00% | 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% |
Select Stocks to Compare
Popular: WEEL vs SPYFKU vs SPY
More Comparisons
Compare with similar stocks