SPUS vs. AMAPX
Compare and contrast key facts about SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and Amana Participation Fund (AMAPX).
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. AMAPX is managed by Amana. It was launched on Sep 27, 2015.
Performance
SPUS vs. AMAPX - Performance Comparison
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SPUS vs. AMAPX - 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% |
AMAPX Amana Participation Fund | -1.66% | 5.98% | 3.77% | 2.09% | -5.27% | 0.49% | 5.35% | 0.11% |
Returns By Period
In the year-to-date period, SPUS achieves a -5.55% return, which is significantly lower than AMAPX's -1.66% return.
SPUS
- 1D
- 3.24%
- 1M
- -5.39%
- YTD
- -5.55%
- 6M
- -2.24%
- 1Y
- 24.49%
- 3Y*
- 19.34%
- 5Y*
- 13.72%
- 10Y*
- —
AMAPX
- 1D
- 0.00%
- 1M
- -2.51%
- YTD
- -1.66%
- 6M
- -0.66%
- 1Y
- 2.49%
- 3Y*
- 3.09%
- 5Y*
- 1.12%
- 10Y*
- 2.09%
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SPUS vs. AMAPX - Expense Ratio Comparison
SPUS has a 0.49% expense ratio, which is lower than AMAPX's 0.78% expense ratio.
Return for Risk
SPUS vs. AMAPX — Risk / Return Rank
SPUS
AMAPX
SPUS vs. AMAPX - 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 Participation Fund (AMAPX). 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 | AMAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.36 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.80 | 2.07 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.39 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.17 | +0.79 |
Martin ratioReturn relative to average drawdown | 8.40 | 5.20 | +3.20 |
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 | AMAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.36 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.55 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.08 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 1.06 | -0.30 |
Correlation
The correlation between SPUS and AMAPX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SPUS vs. AMAPX - Dividend Comparison
SPUS's dividend yield for the trailing twelve months is around 0.63%, less than AMAPX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AMAPX Amana Participation Fund | 3.41% | 3.52% | 3.15% | 2.25% | 1.30% | 1.55% | 1.95% | 2.45% | 2.62% | 2.14% | 2.14% |
Drawdowns
SPUS vs. AMAPX - Drawdown Comparison
The maximum SPUS drawdown since its inception was -30.80%, which is greater than AMAPX's maximum drawdown of -7.75%. Use the drawdown chart below to compare losses from any high point for SPUS and AMAPX.
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Drawdown Indicators
| SPUS | AMAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.80% | -7.75% | -23.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -2.51% | -10.25% |
Max Drawdown (5Y)Largest decline over 5 years | -28.06% | -7.75% | -20.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -7.75% | — |
Current DrawdownCurrent decline from peak | -7.77% | -2.51% | -5.26% |
Average DrawdownAverage peak-to-trough decline | -6.35% | -1.57% | -4.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 0.56% | +2.42% |
Volatility
SPUS vs. AMAPX - Volatility Comparison
SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a higher volatility of 6.04% compared to Amana Participation Fund (AMAPX) at 0.70%. This indicates that SPUS's price experiences larger fluctuations and is considered to be riskier than AMAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPUS | AMAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 0.70% | +5.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | 1.16% | +10.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.90% | 2.08% | +18.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.20% | 2.06% | +17.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.43% | 1.95% | +19.48% |