AMAPX vs. SPUS
Compare and contrast key facts about Amana Participation Fund (AMAPX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
AMAPX is managed by Amana. It was launched on Sep 27, 2015. 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: AMAPX or SPUS.
Correlation
The correlation between AMAPX and SPUS is 0.12, 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
AMAPX vs. SPUS - Performance Comparison
Key characteristics
AMAPX:
1.75
SPUS:
1.91
AMAPX:
2.68
SPUS:
2.53
AMAPX:
1.42
SPUS:
1.35
AMAPX:
1.01
SPUS:
2.59
AMAPX:
6.71
SPUS:
10.25
AMAPX:
0.57%
SPUS:
2.90%
AMAPX:
2.19%
SPUS:
15.58%
AMAPX:
-7.47%
SPUS:
-30.80%
AMAPX:
-1.40%
SPUS:
-2.51%
Returns By Period
In the year-to-date period, AMAPX achieves a 3.31% return, which is significantly lower than SPUS's 27.92% return.
AMAPX
3.31%
-0.31%
2.15%
3.73%
1.31%
N/A
SPUS
27.92%
2.59%
7.62%
28.34%
17.69%
N/A
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AMAPX vs. SPUS - Expense Ratio Comparison
AMAPX has a 0.78% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
AMAPX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Participation Fund (AMAPX) 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
AMAPX vs. SPUS - Dividend Comparison
AMAPX's dividend yield for the trailing twelve months is around 2.91%, more than SPUS's 0.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
AMAPX Amana Participation Fund | 2.91% | 2.62% | 1.61% | 1.55% | 1.95% | 2.45% | 2.62% | 2.12% | 2.04% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.69% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMAPX vs. SPUS - Drawdown Comparison
The maximum AMAPX drawdown since its inception was -7.47%, smaller than the maximum SPUS drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for AMAPX and SPUS. For additional features, visit the drawdowns tool.
Volatility
AMAPX vs. SPUS - Volatility Comparison
The current volatility for Amana Participation Fund (AMAPX) is 0.48%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 4.04%. This indicates that AMAPX 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.