Compare · 2 funds side by side · dividends reinvested

FKU and AZTD

FKUFirst Trust×AZTDAztlan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,304FKU · best of the two

02 / 04

FKU and AZTD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.78%+11.0%+18.7%+26.5%+8.9%−14.2%18.0%$36M1.4

Aztlan Global Stock Selection Dm SMID ETFInternational · Global0.75%0.95%+10.2%+13.4%+20.0%[…]−11.2%17.1%$35M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FKU 2012 · AZTD 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust United Kingdom AlphaDEX Fund · $36M$15,304

FKU

AZTD

Aztlan Global Stock Selection Dm SMID ETF · $35M[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

FKUMeasureAZTD

+11.0%Year to dateJan 1 → Nov 3+10.2%

+18.7%1 yearTotal return+13.4%

+26.5%3 years · per year$10,000 became $20,259 · $17,289+20.0%

+8.9%5 years · per year$10,000 became $15,304 · […][…]

0.80%Expense ratio$80 · $75 a year on $10k · lower is better0.75%

3.78%Trailing 12-mo yield$378 · $95 a year on $10k0.95%

−14.2%Worst dropSmaller is better−11.2%

18.0%VolatilityLower is calmer17.1%

FKUAZTD Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3FKU wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FKU vs AZTD: Top 5 Holdings

Today

FKU

13.0%in top 5

AZTD

in top 510.6%

FKUStockAZTD

2.9%SHEL.Lnot top 5

2.6%KGF.Lnot top 5

2.6%EZJ.Lnot top 5

2.5%CCC.L2.1%

2.4%SDLF.Lnot top 5

not top 5BAMNB.AS2.2%

not top 54368.T2.1%

not top 56523.T2.1%

not top 5BFH2.1%

Held in common3.4%

End-of-day Nov 3, 2026 · share of each fund

FKU vs AZTD Returns, Every Period

First TrustFKU

+18.7%

past year

AZTDAztlan

+13.4%

past year

FKUAZTDFaded: behind in that period

3–0FKU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FKU vs AZTD

YTD

First TrustFKU

+11.0%

AZTDAztlan

+10.2%

+11.0%Year to date+10.2%

−14.2%Worst drop · 1Y−11.2%

18.0%Volatility · 1Y17.1%

3.8%Yield1.0%

$35.8MAssets$35.3M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FKU, AZTD

Today

0.75%lowest, AZTD

FundExpense ratioFee$10k

AZTD0.75%$75

FKU0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FKU, AZTD

3.78%highest, FKU

FundTrailing yieldYield$10k

FKU3.78%$378

AZTD0.95%$95

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$298most kept, FKU

FKU$378 − $80 = $298

AZTD$95 − $75 = $20

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FKU, AZTD

Today

3.4%most shared, FKU and AZTD

FKUAZTD

FKU—3.4%

AZTD3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%FKU, at 18.0% volatility

AZTDWorst drop−11.2%17.1% vol

FKUWorst drop−14.2%18.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FKUAZTD

+11.0%Year to date+10.2%

3.8%Yield1.0%

+18.7%Past year+13.4%

0.80%Fee0.75%

3–1FKU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026