Correlation
The correlation between AMAPX and SPUS is 0.09, 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.
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.
Performance
AMAPX vs. SPUS - Performance Comparison
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Key characteristics
AMAPX:
2.45
SPUS:
0.46
AMAPX:
3.70
SPUS:
0.68
AMAPX:
1.61
SPUS:
1.09
AMAPX:
1.43
SPUS:
0.37
AMAPX:
8.22
SPUS:
1.24
AMAPX:
0.63%
SPUS:
6.85%
AMAPX:
2.16%
SPUS:
23.38%
AMAPX:
-7.47%
SPUS:
-30.80%
AMAPX:
-0.92%
SPUS:
-5.95%
Returns By Period
In the year-to-date period, AMAPX achieves a 0.99% return, which is significantly higher than SPUS's -2.23% return.
AMAPX
0.99%
-0.92%
0.59%
5.26%
2.03%
1.39%
N/A
SPUS
-2.23%
8.32%
-2.22%
10.57%
15.19%
16.72%
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 Rank
AMAPX
SPUS
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.
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Dividends
AMAPX vs. SPUS - Dividend Comparison
AMAPX's dividend yield for the trailing twelve months is around 3.24%, more than SPUS's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMAPX Amana Participation Fund | 2.42% | 3.15% | 2.62% | 1.61% | 1.55% | 1.95% | 2.45% | 2.62% | 2.12% | 2.15% |
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% | 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.
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Volatility
AMAPX vs. SPUS - Volatility Comparison
The current volatility for Amana Participation Fund (AMAPX) is 0.78%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 5.80%. 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.
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