FKUD vs. IUKD ETF Comparison

Comparison of First Trust United Kingdom AlphaDEX® UCITS ETF (FKUD) to iShares UK Dividend UCITS ETF (IUKD)

FKUD

First Trust United Kingdom AlphaDEX® UCITS ETF

FKUD Description

The fund aims to provide investors with a total return, taking into account capital and income returns, which reflects the return of an equity index called the NASDAQ AlphaDEX® United Kingdom Index.

Grade (RS Rating)

Last Trade

£2,130.00

Average Daily Volume

1,246

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IUKD

iShares UK Dividend UCITS ETF

IUKD Description

The fund is an exchange traded fund (ETF) that aims to track the performance of the FTSE UK Dividend+ Index as closely as possible. The ETF invests in physical index securities. The FTSE UK Dividend+ Index offers exposure to the 50 highest yielding UK stocks within the universe of the FTSE 350 Index, excluding investment trusts. Stocks are selected and weighted by one-year forecast dividend yield. iShares ETFs are funds managed by BlackRock. They are transparent, cost-efficient, liquid vehicles that trade on stock exchanges like normal securities. iShares ETFs offer flexible and easy access to a wide range of markets and asset classes.

Grade (RS Rating)

Last Trade

£701.70

Average Daily Volume

84,988

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FKUD	IUKD
30 Days	0.59%	1.93%
60 Days	2.68%	2.81%
90 Days	3.08%	4.44%
12 Months	4.32%	-3.20%

25 Overlapping Holdings

Symbol	Grade	Weight in FKUD	Weight in IUKD	Overlap
BA	B	1.55%	1.5%	1.5%
BATS	F	2.19%	4.6%	2.19%
BDEV	F	1.43%	1.3%	1.3%
BLND	B	0.83%	1.35%	0.83%
BP	B	2.52%	3.63%	2.52%
BT.A	F	1.89%	2.42%	1.89%
BWY	D	1.73%	0.68%	0.68%
GSK	D	0.99%	2.2%	0.99%
HSBA	B	1.35%	5.18%	1.35%
ICP	A	1.65%	1.35%	1.35%
IMB	C	1.24%	4.18%	1.24%
INVP	D	0.82%	1.39%	0.82%
LAND	B	0.39%	1.49%	0.39%
LLOY	B	1.4%	3.84%	1.4%
MNDI	A	1.6%	1.43%	1.43%
MNG	F	1.57%	2.29%	1.57%
NG	B	2.14%	3.39%	2.14%
PSN	C	1.21%	1.29%	1.21%
RIO	A	0.8%	4.41%	0.8%
SBRY	C	1.51%	1.32%	1.32%
SHEL	B	2.49%	3.39%	2.49%
SMDS	B	2.34%	1.75%	1.75%
TSCO	C	1.28%	2.29%	1.28%
TW	D	1.6%	1.71%	1.6%
VOD	F	2.14%	4.62%	2.14%

FKUD Overweight 48 Positions Relative to IUKD

Symbol	Grade	Weight
RR	B	2.95%
III	A	2.55%
EZJ	D	2.26%
ABF	A	2.22%
DCC	D	2.1%
BARC	A	2.08%
CNA	B	2.07%
MKS	C	2.05%
IHG	D	1.92%
FRAS	F	1.9%
WISE	D	1.89%
GLEN	A	1.8%
KGF	B	1.79%
ANTO	A	1.77%
CCL	F	1.72%
CCC	F	1.66%
SKG	B	1.49%
NXT	B	1.46%
AAL	A	1.46%
HWDN	B	1.4%
SGE	D	1.32%
BKG	D	1.27%
JD	C	1.25%
BRBY	F	1.08%
REL	D	0.94%
IAG	A	0.92%
PSON	C	0.91%
JMAT	A	0.91%
FRES	A	0.91%
STAN	B	0.87%
DPLM	B	0.87%
AUTO	D	0.83%
WTB	F	0.76%
BEZ	A	0.55%
HSX	A	0.48%
CCH	B	0.46%
IMI	C	0.46%
AHT	B	0.46%
HL	F	0.44%
LSEG	C	0.44%
HLMA	D	0.43%
SGRO	D	0.42%
BNZL	C	0.41%
SMIN	F	0.41%
OCDO	F	0.41%
BBOX	D	0.39%
RS1	F	0.38%
SXS	F	0.37%

FKUD Underweight 24 Positions Relative to IUKD

Symbol	Grade	Weight
LGEN	C	-4.15%
AV	C	-3.59%
PHNX	D	-2.5%
ULVR	F	-2.47%
SSE	B	-2.38%
UU	B	-1.57%
ABDN	F	-1.53%
ITV	B	-1.52%
SVT	D	-1.43%
IGG	B	-1.08%
SDR	F	-1.06%
EMG	C	-1.05%
ENOG	B	-0.93%
HBR	B	-0.91%
LMP	B	-0.68%
PNN	D	-0.67%
VTY	B	-0.58%
AGR	F	-0.54%
PAG	B	-0.53%
TATE	B	-0.53%
PHP	B	-0.52%
CYBG	C	-0.51%
CEY	A	-0.32%
PLUS	A	-0.29%