Compare · 2 funds side by side · dividends reinvested

FKU and EWUS

FKUFirst Trust×EWUSiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,891FKU · best of the two

02 / 04

FKU and EWUS, 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%$36M1.1

iShares MSCI United Kingdom Small-Cap ETFInternational · Region & country0.59%3.04%+8.5%+13.9%+20.7%+2.0%−15.2%18.4%$41M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: FKU 2012 · EWUS 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust United Kingdom AlphaDEX Fund · $36M$15,891

FKU

EWUS

iShares MSCI United Kingdom Small-Cap ETF · $41M$11,270

$10,000 five years ago, dividends reinvested · they hold 22.1% in common

FKUMeasureEWUS

+11.0%Year to dateJan 1 → Nov 4+8.5%

+18.7%1 yearTotal return+13.9%

+26.5%3 years · per year$10,000 became $20,259 · $17,568+20.7%

+8.9%5 years · per year$10,000 became $15,304 · $11,020+2.0%

0.80%Expense ratio$80 · $59 a year on $10k · lower is better0.59%

3.78%Trailing 12-mo yield$378 · $304 a year on $10k3.04%

−14.2%Worst dropSmaller is better−15.2%

18.0%VolatilityLower is calmer18.4%

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

7–1FKU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FKU vs EWUS: Top 5 Holdings

Today

FKU

13.0%in top 5

EWUS

in top 59.0%

FKUStockEWUS

2.9%SHEL.Lnot top 5

2.6%KGF.Lnot top 5

2.6%EZJ.Lnot top 5

2.5%CCC.Lnot top 5

2.4%SDLF.Lnot top 5

not top 5IMI.L2.0%

not top 5WEIR.L2.0%

not top 5HSX.L1.8%

not top 5STJ.L1.6%

not top 5DCC.L1.6%

Held in common22.1%

End-of-day Nov 4, 2026 · share of each fund

FKU vs EWUS Returns, Every Period

First TrustFKU

+8.9%

5 years, per year

EWUSiShares

+2.0%

5 years, per year

FKUEWUSFaded: behind in that period

4–0FKU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FKU vs EWUS

YTD

First TrustFKU

+11.0%

EWUSiShares

+8.5%

+11.0%Year to date+8.5%

−14.2%Worst drop · 1Y−15.2%

18.0%Volatility · 1Y18.4%

3.8%Yield3.0%

$35.8MAssets$40.6M

4–0FKU wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FKU, EWUS

Today

0.59%lowest, EWUS

FundExpense ratioFee$10k

EWUS0.59%$59

FKU0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FKU, EWUS

3.78%highest, FKU

FundTrailing yieldYield$10k

FKU3.78%$378

EWUS3.04%$304

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$298most kept, FKU

FKU$378 − $80 = $298

EWUS$304 − $59 = $245

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FKU, EWUS

Today

22.1%most shared, FKU and EWUS

FKUEWUS

FKU—22.1%

EWUS22.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%FKU, at 18.0% volatility

FKUWorst drop−14.2%18.0% vol

EWUSWorst drop−15.2%18.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FKUEWUS

+11.0%Year to date+8.5%

3.8%Yield3.0%

+18.7%Past year+13.9%

0.80%Fee0.59%

3–1FKU wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026