Compare · 2 funds side by side · dividends reinvested

OAIM and FKU

OAIMOneAscent×FKUFirst Trust×

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

02 / 04

OAIM and FKU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.66%+14.5%+23.0%+26.9%+9.7%−14.2%18.3%$36M1.1

OneAscent International Equity ETFInternational · Ex-US broad0.95%0.89%+10.8%+14.5%+21.0%[…]−10.9%18.9%$379M1.9

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: OAIM 2022 · FKU 2012

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent International Equity ETF · $379M[…]

OAIM

FKU

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

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

OAIMMeasureFKU

+10.8%Year to dateJan 1 → Nov 4+14.5%

+14.5%1 yearTotal return+23.0%

+21.0%3 years · per year$10,000 became $17,720 · $20,441+26.9%

[…]5 years · per year$10,000 became […] · $15,891+9.7%

0.95%Expense ratio$95 · $80 a year on $10k · lower is better0.80%

0.89%Trailing 12-mo yield$89 · $366 a year on $10k3.66%

−10.9%Worst dropSmaller is better−14.2%

18.9%VolatilityLower is calmer18.3%

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

1–6FKU wins

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

More Ways to See the Pairs

OAIM vs FKU: Top 5 Holdings

Today

OAIM

19.6%in top 5

FKU

in top 513.0%

OAIMStockFKU

5.1%2330.TWnot top 5

3.9%AGS.BRnot top 5

3.8%LGEN.Lnot top 5

3.6%8630.Tnot top 5

3.2%EBP.WAnot top 5

not top 5SHEL.L2.8%

not top 5KGF.L2.7%

not top 5EZJ.L2.6%

not top 5CCC.L2.5%

not top 5SDLF.L2.4%

Held in common4.0%

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

OAIM vs FKU Returns, Every Period

OneAscentOAIM

+14.5%

past year

FKUFirst Trust

+23.0%

past year

OAIMFKUFaded: behind in that period

0–3FKU wins

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

OAIM vs FKU

YTD

OneAscentOAIM

+10.8%

FKUFirst Trust

+14.5%

+10.8%Year to date+14.5%

−10.9%Worst drop · 1Y−14.2%

18.9%Volatility · 1Y18.3%

0.9%Yield3.7%

$379MAssets$35.7M

3–1FKU wins

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

Cost, Income and Risk

Fees: OAIM, FKU

Today

0.80%lowest, FKU

FundExpense ratioFee$10k

FKU0.80%$80

OAIM0.95%$95

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

Yields: OAIM, FKU

3.66%highest, FKU

FundTrailing yieldYield$10k

FKU3.66%$366

OAIM0.89%$89

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

Income After Fees on $10,000

$286most kept, FKU

FKU$366 − $80 = $286

OAIM$89 − $95 = −$6

KeptFee

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

Overlap: OAIM, FKU

Today

4.0%most shared, OAIM and FKU

OAIMFKU

OAIM—4.0%

FKU4.0%—

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

Return vs Bumpiness: 2 ETFs

+23.0%FKU, at 18.3% volatility

FKUWorst drop−14.2%18.3% vol

OAIMWorst drop−10.9%18.9% vol

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

Paid More vs Made More

YTD

FKUOAIM

+14.5%Year to date+10.8%

3.7%Yield0.9%

+23.0%Past year+14.5%

0.80%Fee0.95%

4–0FKU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026