SPUS vs. AMAGX
Compare and contrast key facts about SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and Amana Mutual Funds Trust Growth Fund (AMAGX).
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. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPUS or AMAGX.
Key characteristics
| SPUS | AMAGX | |
|---|---|---|
| YTD Return | 12.54% | 11.12% |
| 1Y Return | 28.90% | 26.82% |
| 3Y Return (Ann) | 13.78% | 11.57% |
| Sharpe Ratio | 2.26 | 2.11 |
| Daily Std Dev | 13.48% | 13.39% |
| Max Drawdown | -30.80% | -57.64% |
| Current Drawdown | -0.26% | -0.48% |
Correlation
The correlation between SPUS and AMAGX is 0.93, 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
SPUS vs. AMAGX - Performance Comparison
In the year-to-date period, SPUS achieves a 12.54% return, which is significantly higher than AMAGX's 11.12% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SPUS vs. AMAGX - Expense Ratio Comparison
SPUS has a 0.49% expense ratio, which is lower than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
SPUS vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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.
Dividends
SPUS vs. AMAGX - Dividend Comparison
SPUS's dividend yield for the trailing twelve months is around 0.78%, more than AMAGX's 0.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.78% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.58% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% | 6.50% | 3.22% |
Drawdowns
SPUS vs. AMAGX - Drawdown Comparison
The maximum SPUS drawdown since its inception was -30.80%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for SPUS and AMAGX. For additional features, visit the drawdowns tool.
Volatility
SPUS vs. AMAGX - Volatility Comparison
SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and Amana Mutual Funds Trust Growth Fund (AMAGX) have volatilities of 4.21% and 4.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.