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EUSC vs. FKU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUSC vs. FKU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and First Trust United Kingdom AlphaDEX Fund (FKU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


EUSC

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

FKU

1D
0.74%
1M
1.83%
YTD
6.38%
6M
13.25%
1Y
20.77%
3Y*
21.15%
5Y*
7.60%
10Y*
7.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUSC vs. FKU - Yearly Performance Comparison


EUSC vs. FKU - Sectors Allocation Comparison


Sectors
EUSC
FKU

Financial Services

28.4%
27.7%

Industrials

20.1%
11.4%

Real Estate

9.3%
4.0%

Consumer Cyclical

9.1%
13.2%

Basic Materials

6.5%
17.8%

Utilities

6.5%
2.7%

Communication Services

5.0%
7.2%

Technology

4.4%

-

Consumer Defensive

4.1%
6.7%

Energy

3.7%
4.0%

Healthcare

2.9%
5.3%

Financial Services

EUSC
28.4%
FKU
27.7%

Industrials

EUSC
20.1%
FKU
11.4%

Real Estate

EUSC
9.3%
FKU
4.0%

Consumer Cyclical

EUSC
9.1%
FKU
13.2%

Basic Materials

EUSC
6.5%
FKU
17.8%

Utilities

EUSC
6.5%
FKU
2.7%

Communication Services

EUSC
5.0%
FKU
7.2%

Technology

EUSC
4.4%
FKU

-

Consumer Defensive

EUSC
4.1%
FKU
6.7%

Energy

EUSC
3.7%
FKU
4.0%

Healthcare

EUSC
2.9%
FKU
5.3%

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Return for Risk

EUSC vs. FKU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EUSC

FKU
FKU Risk / Return Rank: 3232
Overall Rank
FKU Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
FKU Sortino Ratio Rank: 3232
Sortino Ratio Rank
FKU Omega Ratio Rank: 3232
Omega Ratio Rank
FKU Calmar Ratio Rank: 3131
Calmar Ratio Rank
FKU Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EUSC vs. FKU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and First Trust United Kingdom AlphaDEX Fund (FKU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EUSC vs. FKU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EUSCFKUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

Drawdowns

EUSC vs. FKU - Drawdown Comparison

The maximum EUSC drawdown since its inception was 0.00%, smaller than the maximum FKU drawdown of -54.39%. Use the drawdown chart below to compare losses from any high point for EUSC and FKU.


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Drawdown Indicators


EUSCFKUDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-54.39%

+54.39%

Max Drawdown (1Y)

Largest decline over 1 year

-14.25%

Max Drawdown (3Y)

Largest decline over 3 years

-14.25%

Max Drawdown (5Y)

Largest decline over 5 years

-41.75%

Max Drawdown (10Y)

Largest decline over 10 years

-54.39%

Current Drawdown

Current decline from peak

0.00%

-4.54%

+4.54%

Average Drawdown

Average peak-to-trough decline

0.00%

-10.81%

+10.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.20%

Volatility

EUSC vs. FKU - Volatility Comparison


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Volatility by Period


EUSCFKUDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.47%

Volatility (6M)

Calculated over the trailing 6-month period

14.67%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

17.38%

-17.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

22.89%

-22.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

24.43%

-24.43%

EUSC vs. FKU - Expense Ratio Comparison

EUSC has a 0.58% expense ratio, which is lower than FKU's 0.80% expense ratio.


Dividends

EUSC vs. FKU - Dividend Comparison

EUSC has not paid dividends to shareholders, while FKU's dividend yield for the trailing twelve months is around 2.71%.


PositionTTM20252024202320222021202020192018201720162015
EUSC
WisdomTree Europe Hedged SmallCap Equity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FKU
First Trust United Kingdom AlphaDEX Fund
2.71%2.89%4.07%3.82%5.55%2.98%1.48%3.34%5.12%2.93%2.60%2.64%

Frequently Asked Questions


On fees, EUSC is cheaper at 0.58% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EUSC is cheaper with a 0.58% expense ratio, compared with 0.80% for FKU.

FKU has the higher dividend yield at 2.71%, compared with 0.00% for EUSC.

EUSC tracks WisdomTree Europe Hedged SmallCap Equity Index, while FKU tracks NASDAQ AlphaDEX United Kingdom Index. They also come from different issuers: WisdomTree and First Trust. Their fees differ too: 0.58% for EUSC and 0.80% for FKU.

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