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 0.80, 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
SHXPX vs. SPUS - Performance Comparison
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Key characteristics
SHXPX:
-0.31
SPUS:
0.25
SHXPX:
-0.25
SPUS:
0.53
SHXPX:
0.97
SPUS:
1.07
SHXPX:
-0.19
SPUS:
0.26
SHXPX:
-0.93
SPUS:
0.90
SHXPX:
6.57%
SPUS:
6.70%
SHXPX:
22.27%
SPUS:
22.82%
SHXPX:
-43.24%
SPUS:
-30.80%
SHXPX:
-21.27%
SPUS:
-11.20%
Returns By Period
In the year-to-date period, SHXPX achieves a -4.36% return, which is significantly higher than SPUS's -7.69% return.
SHXPX
-4.36%
10.03%
-10.29%
-6.69%
9.55%
N/A
SPUS
-7.69%
8.20%
-8.36%
5.74%
15.98%
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.
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Dividends
SHXPX vs. SPUS - Dividend Comparison
SHXPX's dividend yield for the trailing twelve months is around 0.56%, less than SPUS's 0.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
SHXPX American Beacon Shapiro Equity Opportunities Fund | 0.56% | 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 | 0.77% | 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.
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Volatility
SHXPX vs. SPUS - Volatility Comparison
American Beacon Shapiro Equity Opportunities Fund (SHXPX) has a higher volatility of 8.65% compared to SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) at 7.92%. This indicates that SHXPX's price experiences larger fluctuations and is considered to be riskier than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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