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SPSK vs. BND
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SPSK vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SP Funds Dow Jones Global Sukuk ETF (SPSK) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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SPSK vs. BND - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SPSK
SP Funds Dow Jones Global Sukuk ETF
-1.10%6.16%2.95%3.95%-7.75%-1.30%3.67%0.02%
BND
Vanguard Total Bond Market ETF
0.05%7.08%1.38%5.65%-13.11%-1.86%7.71%-0.11%

Returns By Period

In the year-to-date period, SPSK achieves a -1.10% return, which is significantly lower than BND's 0.05% return.


SPSK

1D
0.22%
1M
-2.14%
YTD
-1.10%
6M
-0.29%
1Y
3.33%
3Y*
3.54%
5Y*
0.77%
10Y*

BND

1D
0.22%
1M
-1.74%
YTD
0.05%
6M
0.95%
1Y
4.24%
3Y*
3.59%
5Y*
0.24%
10Y*
1.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SPSK vs. BND - Expense Ratio Comparison

SPSK has a 0.50% expense ratio, which is higher than BND's 0.03% expense ratio.


Return for Risk

SPSK vs. BND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPSK
SPSK Risk / Return Rank: 4646
Overall Rank
SPSK Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
SPSK Sortino Ratio Rank: 4444
Sortino Ratio Rank
SPSK Omega Ratio Rank: 3737
Omega Ratio Rank
SPSK Calmar Ratio Rank: 5151
Calmar Ratio Rank
SPSK Martin Ratio Rank: 5454
Martin Ratio Rank

BND
BND Risk / Return Rank: 5959
Overall Rank
BND Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BND Sortino Ratio Rank: 5858
Sortino Ratio Rank
BND Omega Ratio Rank: 4949
Omega Ratio Rank
BND Calmar Ratio Rank: 7474
Calmar Ratio Rank
BND Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPSK vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SP Funds Dow Jones Global Sukuk ETF (SPSK) and Vanguard Total Bond Market ETF (BND). 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.


SPSKBNDDifference

Sharpe ratio

Return per unit of total volatility

0.80

0.99

-0.20

Sortino ratio

Return per unit of downside risk

1.15

1.41

-0.26

Omega ratio

Gain probability vs. loss probability

1.14

1.18

-0.04

Calmar ratio

Return relative to maximum drawdown

1.21

1.81

-0.60

Martin ratio

Return relative to average drawdown

4.90

4.98

-0.08

SPSK vs. BND - Sharpe Ratio Comparison

The current SPSK Sharpe Ratio is 0.80, which is comparable to the BND Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of SPSK and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SPSKBNDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

0.99

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.15

0.04

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.59

-0.41

Correlation

The correlation between SPSK and BND is 0.47, 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.


Dividends

SPSK vs. BND - Dividend Comparison

SPSK's dividend yield for the trailing twelve months is around 4.04%, more than BND's 3.91% yield.


TTM20252024202320222021202020192018201720162015
SPSK
SP Funds Dow Jones Global Sukuk ETF
4.04%3.63%3.53%2.95%2.22%2.56%1.78%0.00%0.00%0.00%0.00%0.00%
BND
Vanguard Total Bond Market ETF
3.91%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%

Drawdowns

SPSK vs. BND - Drawdown Comparison

The maximum SPSK drawdown since its inception was -12.83%, smaller than the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for SPSK and BND.


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Drawdown Indicators


SPSKBNDDifference

Max Drawdown

Largest peak-to-trough decline

-12.83%

-18.58%

+5.75%

Max Drawdown (1Y)

Largest decline over 1 year

-2.85%

-2.44%

-0.41%

Max Drawdown (5Y)

Largest decline over 5 years

-12.45%

-17.91%

+5.46%

Max Drawdown (10Y)

Largest decline over 10 years

-18.58%

Current Drawdown

Current decline from peak

-2.14%

-2.58%

+0.44%

Average Drawdown

Average peak-to-trough decline

-3.90%

-3.07%

-0.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

0.89%

-0.19%

Volatility

SPSK vs. BND - Volatility Comparison

The current volatility for SP Funds Dow Jones Global Sukuk ETF (SPSK) is 1.41%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.63%. This indicates that SPSK experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPSKBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.41%

1.63%

-0.22%

Volatility (6M)

Calculated over the trailing 6-month period

2.48%

2.52%

-0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

4.21%

4.30%

-0.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.34%

6.00%

-0.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.51%

5.52%

-0.01%