SPUS vs. AMAGX
Compare and contrast key facts about SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and Amana Mutual Funds Trust Growth Fund (AMAGX).
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. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Performance
SPUS vs. AMAGX - Performance Comparison
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SPUS vs. AMAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | -5.55% | 19.77% | 26.49% | 34.24% | -22.76% | 35.92% | 25.68% | 0.81% |
AMAGX Amana Mutual Funds Trust Growth Fund | -6.55% | 17.62% | 15.73% | 25.67% | -19.49% | 31.51% | 32.93% | 1.12% |
Returns By Period
In the year-to-date period, SPUS achieves a -5.55% return, which is significantly higher than AMAGX's -6.55% return.
SPUS
- 1D
- 3.24%
- 1M
- -5.39%
- YTD
- -5.55%
- 6M
- -2.24%
- 1Y
- 24.49%
- 3Y*
- 19.34%
- 5Y*
- 13.72%
- 10Y*
- —
AMAGX
- 1D
- -0.85%
- 1M
- -9.83%
- YTD
- -6.55%
- 6M
- -4.04%
- 1Y
- 19.84%
- 3Y*
- 14.07%
- 5Y*
- 10.31%
- 10Y*
- 15.34%
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SPUS vs. AMAGX - Expense Ratio Comparison
SPUS has a 0.49% expense ratio, which is lower than AMAGX's 0.91% expense ratio.
Return for Risk
SPUS vs. AMAGX — Risk / Return Rank
SPUS
AMAGX
SPUS vs. AMAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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.
| SPUS | AMAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.02 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.54 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.52 | +0.44 |
Martin ratioReturn relative to average drawdown | 8.40 | 6.41 | +1.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPUS | AMAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.02 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.57 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.64 | +0.11 |
Correlation
The correlation between SPUS and AMAGX is 0.93, 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.
Dividends
SPUS vs. AMAGX - Dividend Comparison
SPUS's dividend yield for the trailing twelve months is around 0.63%, while AMAGX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.63% | 0.60% | 0.70% | 0.87% | 1.21% | 1.15% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 3.95% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% |
Drawdowns
SPUS vs. AMAGX - Drawdown Comparison
The maximum SPUS drawdown since its inception was -30.80%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for SPUS and AMAGX.
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Drawdown Indicators
| SPUS | AMAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.80% | -57.64% | +26.84% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -11.84% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -28.06% | -28.09% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.09% | — |
Current DrawdownCurrent decline from peak | -7.77% | -11.04% | +3.27% |
Average DrawdownAverage peak-to-trough decline | -6.35% | -10.32% | +3.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 2.80% | +0.18% |
Volatility
SPUS vs. AMAGX - Volatility Comparison
SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and Amana Mutual Funds Trust Growth Fund (AMAGX) have volatilities of 6.04% and 5.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPUS | AMAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 5.96% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | 12.00% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.90% | 20.16% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.20% | 18.18% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.43% | 18.27% | +3.16% |