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.
Key characteristics
AMDWX | SPUS | |
---|---|---|
YTD Return | 9.35% | 15.98% |
1Y Return | 14.78% | 21.79% |
3Y Return (Ann) | 0.47% | 9.30% |
Sharpe Ratio | 1.04 | 1.41 |
Daily Std Dev | 13.63% | 15.29% |
Max Drawdown | -28.89% | -30.80% |
Current Drawdown | -4.13% | -6.35% |
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
In the year-to-date period, AMDWX achieves a 9.35% return, which is significantly lower than SPUS's 15.98% 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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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 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 0.84%, more than SPUS's 0.76% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AMDWX Amana Mutual Funds Trust Developing World Fund | 0.84% | 0.91% | 1.03% | 1.16% | 0.00% | 0.36% | 0.50% | 0.18% | 0.28% | 0.58% | 0.20% | 0.39% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.76% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 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 -28.89%, 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
The current volatility for Amana Mutual Funds Trust Developing World Fund (AMDWX) is 5.23%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 5.93%. This indicates that AMDWX 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.