AMAL vs. SPUS
Compare and contrast key facts about Amalgamated Financial Corp. (AMAL) 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: AMAL or SPUS.
Correlation
The correlation between AMAL and SPUS is 0.25, 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.
Performance
AMAL vs. SPUS - Performance Comparison
Key characteristics
AMAL:
0.83
SPUS:
1.91
AMAL:
1.42
SPUS:
2.53
AMAL:
1.17
SPUS:
1.35
AMAL:
1.27
SPUS:
2.59
AMAL:
3.00
SPUS:
10.25
AMAL:
9.23%
SPUS:
2.90%
AMAL:
33.31%
SPUS:
15.58%
AMAL:
-62.93%
SPUS:
-30.80%
AMAL:
-11.78%
SPUS:
-2.51%
Returns By Period
The year-to-date returns for both investments are quite close, with AMAL having a 26.96% return and SPUS slightly higher at 27.92%.
AMAL
26.96%
-5.37%
36.02%
28.29%
13.28%
N/A
SPUS
27.92%
2.59%
7.62%
28.34%
17.69%
N/A
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Risk-Adjusted Performance
AMAL vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amalgamated Financial Corp. (AMAL) 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.
Dividends
AMAL vs. SPUS - Dividend Comparison
AMAL's dividend yield for the trailing twelve months is around 1.37%, more than SPUS's 0.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
AMAL Amalgamated Financial Corp. | 1.37% | 1.48% | 1.56% | 1.91% | 2.33% | 1.34% | 0.31% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.69% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% |
Drawdowns
AMAL vs. SPUS - Drawdown Comparison
The maximum AMAL drawdown since its inception was -62.93%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for AMAL and SPUS. For additional features, visit the drawdowns tool.
Volatility
AMAL vs. SPUS - Volatility Comparison
Amalgamated Financial Corp. (AMAL) has a higher volatility of 7.05% compared to SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) at 4.04%. This indicates that AMAL'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.