AMANX vs. SPUS
Compare and contrast key facts about Amana Mutual Funds Trust Income Fund (AMANX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
AMANX is managed by Amana. It was launched on Jun 23, 1986. 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: AMANX or SPUS.
Correlation
The correlation between AMANX and SPUS is 0.81, 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
AMANX vs. SPUS - Performance Comparison
Key characteristics
AMANX:
0.67
SPUS:
1.77
AMANX:
0.95
SPUS:
2.37
AMANX:
1.13
SPUS:
1.32
AMANX:
0.81
SPUS:
2.45
AMANX:
2.39
SPUS:
9.45
AMANX:
3.55%
SPUS:
2.97%
AMANX:
12.68%
SPUS:
15.85%
AMANX:
-38.42%
SPUS:
-30.80%
AMANX:
-7.93%
SPUS:
-1.27%
Returns By Period
In the year-to-date period, AMANX achieves a 2.24% return, which is significantly lower than SPUS's 2.42% return.
AMANX
2.24%
1.56%
-2.53%
7.68%
5.08%
4.64%
SPUS
2.42%
1.28%
7.94%
26.13%
17.08%
N/A
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AMANX vs. SPUS - Expense Ratio Comparison
AMANX has a 1.01% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
AMANX vs. SPUS — Risk-Adjusted Performance Rank
AMANX
SPUS
AMANX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Income Fund (AMANX) 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
AMANX vs. SPUS - Dividend Comparison
AMANX's dividend yield for the trailing twelve months is around 0.75%, more than SPUS's 0.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMANX Amana Mutual Funds Trust Income Fund | 0.75% | 0.76% | 0.90% | 1.00% | 0.73% | 1.12% | 1.24% | 1.33% | 1.04% | 1.40% | 1.57% | 1.50% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.69% | 0.71% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMANX vs. SPUS - Drawdown Comparison
The maximum AMANX drawdown since its inception was -38.42%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for AMANX and SPUS. For additional features, visit the drawdowns tool.
Volatility
AMANX vs. SPUS - Volatility Comparison
Amana Mutual Funds Trust Income Fund (AMANX) has a higher volatility of 6.53% compared to SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) at 5.44%. This indicates that AMANX'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.