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.
Key characteristics
| AMANX | SPUS | |
|---|---|---|
| YTD Return | 6.48% | 8.91% |
| 1Y Return | 15.80% | 29.90% |
| 3Y Return (Ann) | 7.82% | 11.94% |
| Sharpe Ratio | 1.51 | 2.17 |
| Daily Std Dev | 10.13% | 13.56% |
| Max Drawdown | -37.82% | -30.80% |
| Current Drawdown | -3.22% | -2.31% |
Correlation
The correlation between AMANX and SPUS is 0.83, 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
In the year-to-date period, AMANX achieves a 6.48% return, which is significantly lower than SPUS's 8.91% 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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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 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 4.92%, more than SPUS's 0.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMANX Amana Mutual Funds Trust Income Fund | 4.92% | 5.24% | 8.14% | 4.66% | 6.53% | 7.81% | 6.55% | 5.75% | 4.15% | 6.88% | 2.38% | 1.39% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.80% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 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 -37.82%, 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
The current volatility for Amana Mutual Funds Trust Income Fund (AMANX) is 2.77%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 5.01%. This indicates that AMANX 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.