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 0.08, 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
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Key characteristics
ANAGX:
1.19
SPUS:
0.25
ANAGX:
1.69
SPUS:
0.53
ANAGX:
1.21
SPUS:
1.07
ANAGX:
0.44
SPUS:
0.26
ANAGX:
3.71
SPUS:
0.90
ANAGX:
1.21%
SPUS:
6.70%
ANAGX:
3.91%
SPUS:
22.82%
ANAGX:
-45.19%
SPUS:
-30.80%
ANAGX:
-5.13%
SPUS:
-11.20%
Returns By Period
In the year-to-date period, ANAGX achieves a 1.44% return, which is significantly higher than SPUS's -7.69% return.
ANAGX
1.44%
0.73%
1.43%
4.79%
-0.04%
1.42%
SPUS
-7.69%
8.20%
-8.36%
5.74%
15.98%
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.
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Dividends
ANAGX vs. SPUS - Dividend Comparison
ANAGX's dividend yield for the trailing twelve months is around 3.24%, more than SPUS's 0.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANAGX AB Global Bond Fund | 3.24% | 3.45% | 3.16% | 8.28% | 4.01% | 2.37% | 3.22% | 2.83% | 2.23% | 2.96% | 3.62% | 4.56% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.77% | 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.
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Volatility
ANAGX vs. SPUS - Volatility Comparison
The current volatility for AB Global Bond Fund (ANAGX) is 0.99%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 7.92%. 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.
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