SHXPX vs. SPUS
Compare and contrast key facts about American Beacon Shapiro Equity Opportunities Fund (SHXPX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
SHXPX is managed by American Beacon. It was launched on Sep 12, 2017. 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: SHXPX or SPUS.
Correlation
The correlation between SHXPX and SPUS is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SHXPX vs. SPUS - Performance Comparison
Key characteristics
SHXPX:
0.69
SPUS:
1.43
SHXPX:
1.04
SPUS:
1.95
SHXPX:
1.13
SPUS:
1.26
SHXPX:
0.48
SPUS:
1.99
SHXPX:
2.99
SPUS:
7.52
SHXPX:
3.34%
SPUS:
3.03%
SHXPX:
14.59%
SPUS:
15.99%
SHXPX:
-43.24%
SPUS:
-30.80%
SHXPX:
-12.83%
SPUS:
-1.15%
Returns By Period
In the year-to-date period, SHXPX achieves a 5.89% return, which is significantly higher than SPUS's 2.76% return.
SHXPX
5.89%
0.69%
2.30%
9.90%
5.76%
N/A
SPUS
2.76%
0.33%
9.19%
23.36%
17.20%
N/A
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SHXPX vs. SPUS - Expense Ratio Comparison
SHXPX has a 1.21% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
SHXPX vs. SPUS — Risk-Adjusted Performance Rank
SHXPX
SPUS
SHXPX vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Shapiro Equity Opportunities Fund (SHXPX) 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
SHXPX vs. SPUS - Dividend Comparison
SHXPX's dividend yield for the trailing twelve months is around 0.51%, less than SPUS's 0.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
SHXPX American Beacon Shapiro Equity Opportunities Fund | 0.51% | 0.54% | 0.63% | 0.42% | 0.68% | 0.35% | 0.73% | 0.80% | 0.16% |
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% |
Drawdowns
SHXPX vs. SPUS - Drawdown Comparison
The maximum SHXPX drawdown since its inception was -43.24%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for SHXPX and SPUS. For additional features, visit the drawdowns tool.
Volatility
SHXPX vs. SPUS - Volatility Comparison
The current volatility for American Beacon Shapiro Equity Opportunities Fund (SHXPX) is 2.97%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 4.57%. This indicates that SHXPX 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.