AMDWX vs. SPUS
Compare and contrast key facts about Amana Mutual Funds Trust Developing World Fund (AMDWX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
AMDWX is managed by Amana. It was launched on Sep 27, 2009. 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: AMDWX or SPUS.
Correlation
The correlation between AMDWX and SPUS is 0.75, 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
AMDWX vs. SPUS - Performance Comparison
Key characteristics
AMDWX:
0.50
SPUS:
1.31
AMDWX:
0.78
SPUS:
1.80
AMDWX:
1.10
SPUS:
1.24
AMDWX:
0.69
SPUS:
1.84
AMDWX:
1.50
SPUS:
6.96
AMDWX:
4.75%
SPUS:
3.04%
AMDWX:
14.30%
SPUS:
16.13%
AMDWX:
-28.88%
SPUS:
-30.80%
AMDWX:
-7.93%
SPUS:
-3.17%
Returns By Period
In the year-to-date period, AMDWX achieves a 0.90% return, which is significantly higher than SPUS's 0.66% return.
AMDWX
0.90%
-1.68%
-4.54%
5.12%
5.52%
2.84%
SPUS
0.66%
-2.71%
5.76%
17.68%
16.70%
N/A
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AMDWX vs. SPUS - Expense Ratio Comparison
AMDWX has a 1.14% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
AMDWX vs. SPUS — Risk-Adjusted Performance Rank
AMDWX
SPUS
AMDWX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Developing World Fund (AMDWX) 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
AMDWX vs. SPUS - Dividend Comparison
AMDWX's dividend yield for the trailing twelve months is around 0.57%, less than SPUS's 0.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMDWX Amana Mutual Funds Trust Developing World Fund | 0.57% | 0.58% | 0.88% | 0.75% | 1.16% | 0.00% | 0.37% | 0.50% | 0.18% | 0.28% | 0.58% | 0.20% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.70% | 0.71% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMDWX vs. SPUS - Drawdown Comparison
The maximum AMDWX drawdown since its inception was -28.88%, smaller than the maximum SPUS drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for AMDWX and SPUS. For additional features, visit the drawdowns tool.
Volatility
AMDWX vs. SPUS - Volatility Comparison
Amana Mutual Funds Trust Developing World Fund (AMDWX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) have volatilities of 5.00% and 4.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.