HLAL vs. SPUSX
Compare and contrast key facts about Wahed FTSE USA Shariah ETF (HLAL) and Symmetry Panoramic US Equity Fund (SPUSX).
HLAL is a passively managed fund by Wahed that tracks the performance of the FTSE Shariah USA Index. It was launched on Jul 16, 2019. SPUSX is managed by Symmetry Partners. It was launched on Nov 12, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLAL or SPUSX.
Correlation
The correlation between HLAL and SPUSX is 0.86, 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
HLAL vs. SPUSX - Performance Comparison
Key characteristics
HLAL:
-0.47
SPUSX:
-0.83
HLAL:
-0.50
SPUSX:
-0.91
HLAL:
0.93
SPUSX:
0.84
HLAL:
-0.40
SPUSX:
-0.60
HLAL:
-1.82
SPUSX:
-1.77
HLAL:
4.24%
SPUSX:
9.75%
HLAL:
16.48%
SPUSX:
20.79%
HLAL:
-33.57%
SPUSX:
-38.44%
HLAL:
-19.28%
SPUSX:
-28.70%
Returns By Period
In the year-to-date period, HLAL achieves a -15.98% return, which is significantly lower than SPUSX's -13.02% return.
HLAL
-15.98%
-14.01%
-14.39%
-6.79%
17.15%
N/A
SPUSX
-13.02%
-12.54%
-23.88%
-16.34%
10.84%
N/A
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HLAL vs. SPUSX - Expense Ratio Comparison
HLAL has a 0.50% expense ratio, which is lower than SPUSX's 0.64% expense ratio.
Risk-Adjusted Performance
HLAL vs. SPUSX — Risk-Adjusted Performance Rank
HLAL
SPUSX
HLAL vs. SPUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wahed FTSE USA Shariah ETF (HLAL) and Symmetry Panoramic US Equity Fund (SPUSX). 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
HLAL vs. SPUSX - Dividend Comparison
HLAL's dividend yield for the trailing twelve months is around 0.80%, less than SPUSX's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
HLAL Wahed FTSE USA Shariah ETF | 0.80% | 0.58% | 0.72% | 1.15% | 0.78% | 0.97% | 0.72% | 0.00% |
SPUSX Symmetry Panoramic US Equity Fund | 1.00% | 0.87% | 1.34% | 1.23% | 0.73% | 1.11% | 1.09% | 0.44% |
Drawdowns
HLAL vs. SPUSX - Drawdown Comparison
The maximum HLAL drawdown since its inception was -33.57%, smaller than the maximum SPUSX drawdown of -38.44%. Use the drawdown chart below to compare losses from any high point for HLAL and SPUSX. For additional features, visit the drawdowns tool.
Volatility
HLAL vs. SPUSX - Volatility Comparison
Wahed FTSE USA Shariah ETF (HLAL) and Symmetry Panoramic US Equity Fund (SPUSX) have volatilities of 9.52% and 9.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.