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SPSK vs. BNDW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPSK vs. BNDW - 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 World Bond ETF (BNDW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPSK achieves a 0.03% return, which is significantly lower than BNDW's 0.42% return.


SPSK

1D
-0.22%
1M
0.40%
YTD
0.03%
6M
-0.08%
1Y
3.74%
3Y*
3.95%
5Y*
0.83%
10Y*

BNDW

1D
-0.26%
1M
0.44%
YTD
0.42%
6M
0.18%
1Y
3.51%
3Y*
3.99%
5Y*
0.22%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPSK vs. BNDW - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SPSK
SP Funds Dow Jones Global Sukuk ETF
0.03%6.16%2.95%3.95%-7.75%-1.30%3.67%0.02%
BNDW
Vanguard Total World Bond ETF
0.42%5.02%2.42%7.18%-12.88%-2.10%6.22%0.03%

Correlation

The correlation between SPSK and BNDW is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.58

Correlation (3Y)
Calculated over the trailing 3-year period

0.46

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Dec 31, 2019

0.46

The correlation between SPSK and BNDW shifts across timeframes, from 0.46 (all time) to 0.58 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SPSK vs. BNDW — Risk / Return Rank

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

SPSK
SPSK Risk / Return Rank: 2727
Overall Rank
SPSK Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
SPSK Sortino Ratio Rank: 2626
Sortino Ratio Rank
SPSK Omega Ratio Rank: 2424
Omega Ratio Rank
SPSK Calmar Ratio Rank: 2727
Calmar Ratio Rank
SPSK Martin Ratio Rank: 3030
Martin Ratio Rank

BNDW
BNDW Risk / Return Rank: 2727
Overall Rank
BNDW Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
BNDW Sortino Ratio Rank: 2727
Sortino Ratio Rank
BNDW Omega Ratio Rank: 2626
Omega Ratio Rank
BNDW Calmar Ratio Rank: 2727
Calmar Ratio Rank
BNDW Martin Ratio Rank: 2626
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. BNDW - 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 World Bond ETF (BNDW). 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.


SPSKBNDWDifference
Sharpe ratioReturn per unit of total volatility

-0.07

Sortino ratioReturn per unit of downside risk

-0.07

Omega ratioGain probability vs. loss probability

1.17

1.18

-0.01

Calmar ratioReturn relative to maximum drawdown

1.32

1.31

+0.01

Martin ratioReturn relative to average drawdown

4.43

3.70

+0.74

SPSK vs. BNDW - Sharpe Ratio Comparison

The current SPSK Sharpe Ratio is 0.98, which is comparable to the BNDW Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of SPSK and BNDW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SPSKBNDWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.98

1.05

-0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.04

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.37

-0.17

Drawdowns

SPSK vs. BNDW - Drawdown Comparison

The maximum SPSK drawdown since its inception was -12.83%, smaller than the maximum BNDW drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for SPSK and BNDW.


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Drawdown Indicators


SPSKBNDWDifference

Max Drawdown

Largest peak-to-trough decline

-12.83%

-17.22%

+4.39%

Max Drawdown (1Y)

Largest decline over 1 year

-2.85%

-2.70%

-0.15%

Max Drawdown (3Y)

Largest decline over 3 years

-3.17%

-4.27%

+1.10%

Max Drawdown (5Y)

Largest decline over 5 years

-12.45%

-16.93%

+4.48%

Current Drawdown

Current decline from peak

-1.03%

-1.53%

+0.50%

Average Drawdown

Average peak-to-trough decline

-3.83%

-4.98%

+1.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.84%

0.95%

-0.11%

Volatility

SPSK vs. BNDW - Volatility Comparison

The current volatility for SP Funds Dow Jones Global Sukuk ETF (SPSK) is 0.96%, while Vanguard Total World Bond ETF (BNDW) has a volatility of 1.31%. This indicates that SPSK experiences smaller price fluctuations and is considered to be less risky than BNDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPSKBNDWDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.96%

1.31%

-0.35%

Volatility (6M)

Calculated over the trailing 6-month period

2.46%

2.62%

-0.16%

Volatility (1Y)

Calculated over the trailing 1-year period

3.84%

3.36%

+0.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.29%

5.21%

+0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.46%

4.90%

+0.56%

SPSK vs. BNDW - Expense Ratio Comparison

SPSK has a 0.50% expense ratio, which is higher than BNDW's 0.05% expense ratio.


Dividends

SPSK vs. BNDW - Dividend Comparison

SPSK's dividend yield for the trailing twelve months is around 4.24%, which matches BNDW's 4.21% yield.


PositionTTM20252024202320222021202020192018
BNDW
Vanguard Total World Bond ETF
4.21%4.12%3.90%3.73%2.02%2.58%1.56%3.05%1.66%
SPSK
SP Funds Dow Jones Global Sukuk ETF
4.24%3.63%3.53%2.95%2.22%2.56%1.78%0.00%0.00%

Frequently Asked Questions


SPSK and BNDW have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BNDW has higher volatility (1.31%) compared to SPSK (0.96%). In terms of maximum drawdown, SPSK dropped -12.83% vs BNDW's -17.22%.

On 5-year performance, SPSK leads with 0.83% vs 0.22% for BNDW. On fees, BNDW is cheaper at 0.05% per year. On volatility, SPSK has been the lower-risk option at 0.96%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SPSK has performed better with a 0.83% return vs 0.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BNDW is cheaper with a 0.05% expense ratio, compared with 0.50% for SPSK.

SPSK has the higher dividend yield at 4.24%, compared with 4.21% for BNDW.

SPSK tracks Dow Jones Sukuk Total Return (No Coupon Reinvestment), while BNDW tracks Bloomberg Global Aggregate Float Adjusted Composite Index. They also come from different issuers: SP Funds and Vanguard. Their fees differ too: 0.50% for SPSK and 0.05% for BNDW.

BNDW currently has the higher Sharpe Ratio (1.05 vs 0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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