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.
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.
Performance
AMIGX vs. SPUS - Performance Comparison
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Key characteristics
AMIGX:
0.09
SPUS:
0.46
AMIGX:
0.13
SPUS:
0.68
AMIGX:
1.02
SPUS:
1.09
AMIGX:
-0.01
SPUS:
0.37
AMIGX:
-0.04
SPUS:
1.24
AMIGX:
8.16%
SPUS:
6.85%
AMIGX:
21.92%
SPUS:
23.38%
AMIGX:
-28.01%
SPUS:
-30.80%
AMIGX:
-8.00%
SPUS:
-5.95%
Returns By Period
In the year-to-date period, AMIGX achieves a -0.57% return, which is significantly higher than SPUS's -2.23% return.
AMIGX
-0.57%
7.23%
-5.73%
1.99%
9.72%
12.14%
9.04%
SPUS
-2.23%
8.32%
-2.22%
10.57%
15.19%
16.72%
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.
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Dividends
AMIGX vs. SPUS - Dividend Comparison
AMIGX's dividend yield for the trailing twelve months is around 4.05%, more than SPUS's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMIGX Amana Growth Fund | 4.05% | 4.02% | 0.82% | 3.88% | 0.74% | 5.63% | 3.37% | 3.61% | 11.11% | 13.79% | 7.61% | 6.66% |
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% | 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.
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Volatility
AMIGX vs. SPUS - Volatility Comparison
The current volatility for Amana Growth Fund (AMIGX) is 5.09%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 5.80%. 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.
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