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^IMUS vs. VOO
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^IMUS and VOO is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

^IMUS vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones Islamic Market U.S. Index (^IMUS) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

400.00%450.00%500.00%550.00%600.00%December2025FebruaryMarchAprilMay
466.04%
569.79%
^IMUS
VOO

Key characteristics

Sharpe Ratio

^IMUS:

-0.18

VOO:

0.59

Sortino Ratio

^IMUS:

-0.11

VOO:

0.94

Omega Ratio

^IMUS:

0.98

VOO:

1.14

Calmar Ratio

^IMUS:

-0.18

VOO:

0.60

Martin Ratio

^IMUS:

-0.58

VOO:

2.34

Ulcer Index

^IMUS:

6.78%

VOO:

4.80%

Daily Std Dev

^IMUS:

19.88%

VOO:

19.10%

Max Drawdown

^IMUS:

-47.72%

VOO:

-33.99%

Current Drawdown

^IMUS:

-11.38%

VOO:

-8.16%

Returns By Period

In the year-to-date period, ^IMUS achieves a -7.63% return, which is significantly lower than VOO's -3.92% return. Over the past 10 years, ^IMUS has underperformed VOO with an annualized return of 10.47%, while VOO has yielded a comparatively higher 12.27% annualized return.


^IMUS

YTD

-7.63%

1M

11.53%

6M

-7.48%

1Y

4.86%

5Y*

12.10%

10Y*

10.47%

VOO

YTD

-3.92%

1M

11.29%

6M

-4.41%

1Y

9.97%

5Y*

15.75%

10Y*

12.27%

*Annualized

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Risk-Adjusted Performance

^IMUS vs. VOO — Risk-Adjusted Performance Rank

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

^IMUS
The Risk-Adjusted Performance Rank of ^IMUS is 2020
Overall Rank
The Sharpe Ratio Rank of ^IMUS is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of ^IMUS is 2222
Sortino Ratio Rank
The Omega Ratio Rank of ^IMUS is 2020
Omega Ratio Rank
The Calmar Ratio Rank of ^IMUS is 1616
Calmar Ratio Rank
The Martin Ratio Rank of ^IMUS is 1919
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 6363
Overall Rank
The Sharpe Ratio Rank of VOO is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 6161
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6262
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6666
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

^IMUS vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones Islamic Market U.S. Index (^IMUS) and Vanguard S&P 500 ETF (VOO). 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.


The current ^IMUS Sharpe Ratio is -0.18, which is lower than the VOO Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of ^IMUS and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
0.20
0.47
^IMUS
VOO

Drawdowns

^IMUS vs. VOO - Drawdown Comparison

The maximum ^IMUS drawdown since its inception was -47.72%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ^IMUS and VOO. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-11.38%
-8.16%
^IMUS
VOO

Volatility

^IMUS vs. VOO - Volatility Comparison

Dow Jones Islamic Market U.S. Index (^IMUS) has a higher volatility of 5.97% compared to Vanguard S&P 500 ETF (VOO) at 5.46%. This indicates that ^IMUS's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
5.97%
5.46%
^IMUS
VOO