Correlation
The correlation between AMAL and SPUS is 0.37, 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.
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.
Performance
AMAL vs. SPUS - Performance Comparison
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Key characteristics
AMAL:
0.62
SPUS:
0.46
AMAL:
1.13
SPUS:
0.68
AMAL:
1.14
SPUS:
1.09
AMAL:
0.69
SPUS:
0.37
AMAL:
1.64
SPUS:
1.24
AMAL:
13.45%
SPUS:
6.85%
AMAL:
35.49%
SPUS:
23.38%
AMAL:
-62.93%
SPUS:
-30.80%
AMAL:
-20.05%
SPUS:
-5.95%
Returns By Period
In the year-to-date period, AMAL achieves a -8.92% return, which is significantly lower than SPUS's -2.23% return.
AMAL
-8.92%
7.83%
-14.44%
21.94%
13.68%
24.25%
N/A
SPUS
-2.23%
8.32%
-2.22%
10.57%
15.19%
16.72%
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.
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Dividends
AMAL vs. SPUS - Dividend Comparison
AMAL's dividend yield for the trailing twelve months is around 1.72%, more than SPUS's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
AMAL Amalgamated Financial Corp. | 1.72% | 1.37% | 1.48% | 1.56% | 1.91% | 2.33% | 1.34% | 0.31% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.72% | 0.70% | 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.
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Volatility
AMAL vs. SPUS - Volatility Comparison
Amalgamated Financial Corp. (AMAL) has a higher volatility of 8.77% compared to SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) at 5.80%. 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.
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