ANAGX vs. SPUS
Compare and contrast key facts about AB Global Bond Fund (ANAGX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
ANAGX is managed by AllianceBernstein. It was launched on Mar 26, 1992. 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: ANAGX or SPUS.
Correlation
The correlation between ANAGX and SPUS is 0.11, 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.
Performance
ANAGX vs. SPUS - Performance Comparison
Key characteristics
ANAGX:
0.99
SPUS:
1.37
ANAGX:
1.47
SPUS:
1.89
ANAGX:
1.18
SPUS:
1.25
ANAGX:
0.36
SPUS:
1.92
ANAGX:
3.03
SPUS:
7.26
ANAGX:
1.27%
SPUS:
3.03%
ANAGX:
3.90%
SPUS:
16.01%
ANAGX:
-45.19%
SPUS:
-30.80%
ANAGX:
-6.35%
SPUS:
-1.13%
Returns By Period
In the year-to-date period, ANAGX achieves a 0.15% return, which is significantly lower than SPUS's 2.79% return.
ANAGX
0.15%
0.44%
-0.56%
3.85%
-0.87%
1.20%
SPUS
2.79%
1.21%
7.80%
23.67%
17.22%
N/A
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ANAGX vs. SPUS - Expense Ratio Comparison
ANAGX has a 0.80% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
ANAGX vs. SPUS — Risk-Adjusted Performance Rank
ANAGX
SPUS
ANAGX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Global Bond Fund (ANAGX) 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
ANAGX vs. SPUS - Dividend Comparison
ANAGX's dividend yield for the trailing twelve months is around 3.20%, more than SPUS's 0.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANAGX AB Global Bond Fund | 3.20% | 3.45% | 3.15% | 8.27% | 2.79% | 1.70% | 3.21% | 2.84% | 2.24% | 2.18% | 3.63% | 4.50% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.69% | 0.71% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ANAGX vs. SPUS - Drawdown Comparison
The maximum ANAGX drawdown since its inception was -45.19%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for ANAGX and SPUS. For additional features, visit the drawdowns tool.
Volatility
ANAGX vs. SPUS - Volatility Comparison
The current volatility for AB Global Bond Fund (ANAGX) is 1.02%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 4.65%. This indicates that ANAGX 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.