AMIGX vs. SPUS
Compare and contrast key facts about Amana Growth Fund (AMIGX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
AMIGX is managed by Amana. It was launched on Sep 25, 2013. 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: AMIGX or SPUS.
Correlation
The correlation between AMIGX and SPUS is 0.93, 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
AMIGX vs. SPUS - Performance Comparison
Key characteristics
AMIGX:
-0.43
SPUS:
-0.01
AMIGX:
-0.48
SPUS:
0.15
AMIGX:
0.94
SPUS:
1.02
AMIGX:
-0.38
SPUS:
-0.01
AMIGX:
-1.32
SPUS:
-0.02
AMIGX:
6.94%
SPUS:
5.79%
AMIGX:
21.19%
SPUS:
22.47%
AMIGX:
-28.01%
SPUS:
-30.80%
AMIGX:
-19.68%
SPUS:
-18.38%
Returns By Period
In the year-to-date period, AMIGX achieves a -13.20% return, which is significantly higher than SPUS's -15.15% return.
AMIGX
-13.20%
-8.51%
-18.20%
-7.54%
10.65%
7.61%
SPUS
-15.15%
-8.56%
-13.66%
1.30%
15.06%
N/A
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AMIGX vs. SPUS - Expense Ratio Comparison
AMIGX has a 0.67% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
AMIGX vs. SPUS — Risk-Adjusted Performance Rank
AMIGX
SPUS
AMIGX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Growth Fund (AMIGX) 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
AMIGX vs. SPUS - Dividend Comparison
AMIGX's dividend yield for the trailing twelve months is around 4.64%, more than SPUS's 0.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMIGX Amana Growth Fund | 4.64% | 4.02% | 0.82% | 3.88% | 0.74% | 5.42% | 3.37% | 3.61% | 11.11% | 13.79% | 7.61% | 6.66% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.83% | 0.71% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMIGX vs. SPUS - Drawdown Comparison
The maximum AMIGX drawdown since its inception was -28.01%, smaller than the maximum SPUS drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for AMIGX and SPUS. For additional features, visit the drawdowns tool.
Volatility
AMIGX vs. SPUS - Volatility Comparison
The current volatility for Amana Growth Fund (AMIGX) is 13.41%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 15.01%. This indicates that AMIGX 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.