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 0.27, 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:
0.75
SPUS:
-0.01
AMAL:
1.29
SPUS:
0.15
AMAL:
1.16
SPUS:
1.02
AMAL:
0.82
SPUS:
-0.01
AMAL:
2.33
SPUS:
-0.02
AMAL:
11.17%
SPUS:
5.79%
AMAL:
34.78%
SPUS:
22.47%
AMAL:
-62.93%
SPUS:
-30.80%
AMAL:
-29.64%
SPUS:
-18.38%
Returns By Period
In the year-to-date period, AMAL achieves a -19.85% return, which is significantly lower than SPUS's -15.15% return.
AMAL
-19.85%
-9.05%
-23.27%
26.08%
26.02%
N/A
SPUS
-15.15%
-8.56%
-13.66%
1.30%
15.06%
N/A
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Risk-Adjusted Performance
AMAL vs. SPUS — Risk-Adjusted Performance Rank
AMAL
SPUS
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 1.87%, more than SPUS's 0.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
AMAL Amalgamated Financial Corp. | 1.87% | 1.37% | 1.48% | 1.56% | 1.91% | 2.33% | 1.34% | 0.31% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.83% | 0.71% | 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
The current volatility for Amalgamated Financial Corp. (AMAL) is 10.42%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 15.01%. This indicates that AMAL experiences smaller price fluctuations and is considered to be less risky than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.