IMANX vs. SPUS
Compare and contrast key facts about Iman Fund (IMANX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
IMANX is managed by Allied Asset. It was launched on Jun 30, 2000. 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: IMANX or SPUS.
Correlation
The correlation between IMANX and SPUS is 0.89, 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
IMANX vs. SPUS - Performance Comparison
Key characteristics
IMANX:
0.06
SPUS:
0.25
IMANX:
0.27
SPUS:
0.53
IMANX:
1.04
SPUS:
1.07
IMANX:
0.08
SPUS:
0.26
IMANX:
0.29
SPUS:
0.90
IMANX:
6.10%
SPUS:
6.70%
IMANX:
21.35%
SPUS:
22.82%
IMANX:
-56.19%
SPUS:
-30.80%
IMANX:
-10.24%
SPUS:
-11.20%
Returns By Period
In the year-to-date period, IMANX achieves a -5.78% return, which is significantly higher than SPUS's -7.69% return.
IMANX
-5.78%
3.76%
-8.83%
1.34%
11.07%
10.11%
SPUS
-7.69%
3.83%
-8.36%
5.72%
16.18%
N/A
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IMANX vs. SPUS - Expense Ratio Comparison
IMANX has a 1.28% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
IMANX vs. SPUS — Risk-Adjusted Performance Rank
IMANX
SPUS
IMANX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Iman Fund (IMANX) 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
IMANX vs. SPUS - Dividend Comparison
IMANX has not paid dividends to shareholders, while SPUS's dividend yield for the trailing twelve months is around 0.77%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMANX Iman Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 0.03% |
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% |
Drawdowns
IMANX vs. SPUS - Drawdown Comparison
The maximum IMANX drawdown since its inception was -56.19%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for IMANX and SPUS. For additional features, visit the drawdowns tool.
Volatility
IMANX vs. SPUS - Volatility Comparison
The current volatility for Iman Fund (IMANX) is 6.83%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 7.92%. This indicates that IMANX 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.