FKU vs. EWUS - ETF Comparison
FKU - First Trust United Kingdom AlphaDEX Fund
The First Trust United Kingdom AlphaDEX Fund is an equity ETF that tracks the NASDAQ AlphaDEX United Kingdom Index, investing in a diversified portfolio of U.K. stocks using a multi-factor approach. The fund's strategy combines growth and value factors to identify stocks with high potential for capital appreciation, and weights them accordingly. With a focus on total market exposure, FKU provides investors with a broad-based play on British equities.
EWUS - iShares MSCI United Kingdom Small-Cap ETF
The iShares MSCI United Kingdom Small-Cap ETF provides exposure to a diversified portfolio of small-cap stocks in the United Kingdom, offering a pure play on the UK economy. With a deep and well-rounded underlying portfolio, this fund may appeal to investors with a bullish outlook on the UK. It is a cost-effective option for small-cap exposure, with an expense ratio of 0.59%.
| FKU | EWUS | |
|---|---|---|
| Fund Name | First Trust United Kingdom AlphaDEX Fund | iShares MSCI United Kingdom Small-Cap ETF |
| Fund Provider | First Trust | BlackRock |
| Index | NASDAQ AlphaDEX United Kingdom Index | MSCI United Kingdom Small Cap Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.80% | 0.59% |
| Inception Date | 2012-02-14 | 2012-01-25 |
| Number Of Holdings | 76 | 231 |
| Region | United Kingdom | United Kingdom |
| Investment Style | Value | Value |
| Market Cap | Blend | Small-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.