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AGC.AX vs. SPUS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AGC.AX and SPUS is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

AGC.AX vs. SPUS

Last updated Jun 2, 2025

Compare and contrast key facts about Australian Gold and Copper Limited (AGC.AX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).

SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGC.AX or SPUS.

Performance

AGC.AX vs. SPUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Australian Gold and Copper Limited (AGC.AX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AGC.AX:

-0.65

SPUS:

0.46

Sortino Ratio

AGC.AX:

-0.82

SPUS:

0.75

Omega Ratio

AGC.AX:

0.90

SPUS:

1.10

Calmar Ratio

AGC.AX:

-0.84

SPUS:

0.43

Martin Ratio

AGC.AX:

-1.14

SPUS:

1.42

Ulcer Index

AGC.AX:

57.53%

SPUS:

6.86%

Daily Std Dev

AGC.AX:

103.50%

SPUS:

23.39%

Max Drawdown

AGC.AX:

-77.68%

SPUS:

-30.80%

Current Drawdown

AGC.AX:

-71.43%

SPUS:

-5.35%

Returns By Period

In the year-to-date period, AGC.AX achieves a 6.67% return, which is significantly higher than SPUS's -1.60% return.

AGC.AX

YTD

6.67%

1M

10.34%

6M

-17.95%

1Y

-65.59%

3Y*

21.14%

5Y*

N/A

10Y*

N/A

SPUS

YTD

-1.60%

1M

6.00%

6M

-2.43%

1Y

10.70%

3Y*

15.66%

5Y*

16.43%

10Y*

N/A

*Annualized

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Australian Gold and Copper Limited

SP Funds S&P 500 Sharia Industry Exclusions ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

AGC.AX vs. SPUS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AGC.AX
The Risk-Adjusted Performance Rank of AGC.AX is 1414
Overall Rank
The Sharpe Ratio Rank of AGC.AX is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of AGC.AX is 1515
Sortino Ratio Rank
The Omega Ratio Rank of AGC.AX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of AGC.AX is 44
Calmar Ratio Rank
The Martin Ratio Rank of AGC.AX is 2020
Martin Ratio Rank
SPUS
The Risk-Adjusted Performance Rank of SPUS is 4242
Overall Rank
The Sharpe Ratio Rank of SPUS is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of SPUS is 4141
Sortino Ratio Rank
The Omega Ratio Rank of SPUS is 4141
Omega Ratio Rank
The Calmar Ratio Rank of SPUS is 4646
Calmar Ratio Rank
The Martin Ratio Rank of SPUS is 4141
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.

AGC.AX vs. SPUS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Australian Gold and Copper Limited (AGC.AX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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 AGC.AX Sharpe Ratio is -0.65, which is lower than the SPUS Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of AGC.AX and SPUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

AGC.AX vs. SPUS - Dividend Comparison

AGC.AX has not paid dividends to shareholders, while SPUS's dividend yield for the trailing twelve months is around 0.72%.

TTM20242023202220212020
AGC.AX
Australian Gold and Copper Limited		0.00%0.00%0.00%0.00%0.00%0.00%
SPUS
SP Funds S&P 500 Sharia Industry Exclusions ETF		0.72%0.71%0.87%1.21%0.93%1.04%

Drawdowns

AGC.AX vs. SPUS - Drawdown Comparison

The maximum AGC.AX drawdown since its inception was -77.68%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for AGC.AX and SPUS.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

AGC.AX vs. SPUS - Volatility Comparison

Australian Gold and Copper Limited (AGC.AX) has a higher volatility of 22.58% compared to SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) at 5.72%. This indicates that AGC.AX's price experiences larger fluctuations and is considered to be riskier than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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