OAIM vs FKU

AOAIM

BFKU

Measures won1–4FKU wins · of 6 · 5Y

$10,000 · 5Y$16,666ISVL · FKU $15,825

Lowest cost0.31%ISVL · $31 on $10k

Most income3.74%FKU · $374 on $10k

Smallest drop−11.1%OAIM · worst fall in 1Y

Held in common4.0%OAIM and FKU

OneAscent International Equity ETF · $386MFirst Trust United Kingdom AlphaDEX Fund · $36M

+19.2%3 years · per year$16,926 · $19,283+24.5%

[…]5 years · per year[…] · $15,825+9.6%

0.95%Expense ratio$95 · $80 on $10k · lower wins0.80%

0.89%12-mo yield$89 · $374 on $10k

Cards for this view

OAIM

OneAscent International Equity

[…]

FKU

First Trust United Kingdom AlphaDEX Fund

$15,825

MeasureOAIMFKU

Fee0.95%0.80%

Cost on $10k a year$95$80

Yield0.89%3.74%

5 years, per year[…]+9.6%

3 years, per year+19.2%+24.5%

Worst drop · 1Y−11.1%−14.2%

Volatility · 1Y19.7%

#
1	ISVL	iShares International Developed Small Cap Value Factor ETFRead Desk	0.31%	3.08%	−0.1%	+11.9%	+19.3%	+23.9%	+10.8%	−12.5%	$325M
2	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.74%	−0.5%	+12.2%	+19.3%	+24.5%	+9.6%	−14.2%	$36M
3	AOAIM	OneAscent International Equity ETFRead Desk	0.95%	0.89%	−0.5%	+10.0%	+14.2%	+19.2%	new	−11.1%	$386M

#
1	ISVL	iShares International Developed Small Cap Value Factor ETFRead Desk	0.31%	3.08%	−0.1%	+11.9%	+19.3%	+23.9%	+10.8%	−12.5%	$325M
2	BFKU	First Trust United Kingdom AlphaDEX FundRead Desk	0.80%	3.74%	−0.5%	+12.2%	+19.3%	+24.5%	+9.6%	−14.2%	$36M
3	AOAIM	OneAscent International Equity ETFRead Desk	0.95%	0.89%	−0.5%	+10.0%	+14.2%	+19.2%	new	−11.1%	$386M

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