SPUS vs. AMIGX
Compare and contrast key facts about SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and Amana Growth Fund (AMIGX).
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. AMIGX is managed by Amana. It was launched on Sep 25, 2013.
Performance
SPUS vs. AMIGX - Performance Comparison
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SPUS vs. AMIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | -4.61% | 19.77% | 26.49% | 34.24% | -22.76% | 35.92% | 25.68% | 0.81% |
AMIGX Amana Growth Fund | -3.16% | 17.89% | 16.01% | 26.00% | -19.30% | 31.80% | 32.97% | 1.15% |
Returns By Period
In the year-to-date period, SPUS achieves a -4.61% return, which is significantly lower than AMIGX's -3.16% return.
SPUS
- 1D
- 1.00%
- 1M
- -4.58%
- YTD
- -4.61%
- 6M
- -2.12%
- 1Y
- 25.37%
- 3Y*
- 19.73%
- 5Y*
- 13.95%
- 10Y*
- —
AMIGX
- 1D
- 3.57%
- 1M
- -6.48%
- YTD
- -3.16%
- 6M
- -1.74%
- 1Y
- 24.01%
- 3Y*
- 15.69%
- 5Y*
- 11.04%
- 10Y*
- 16.00%
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SPUS vs. AMIGX - Expense Ratio Comparison
SPUS has a 0.49% expense ratio, which is lower than AMIGX's 0.67% expense ratio.
Return for Risk
SPUS vs. AMIGX — Risk / Return Rank
SPUS
AMIGX
SPUS vs. AMIGX - 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 Growth Fund (AMIGX). 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 | AMIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.20 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.80 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.11 | -0.09 |
Martin ratioReturn relative to average drawdown | 8.55 | 8.79 | -0.24 |
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 | AMIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.20 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.61 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.82 | -0.06 |
Correlation
The correlation between SPUS and AMIGX 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. AMIGX - Dividend Comparison
SPUS's dividend yield for the trailing twelve months is around 0.63%, more than AMIGX's 0.19% yield.
| 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% |
AMIGX Amana Growth Fund | 0.19% | 0.19% | 4.02% | 0.82% | 3.88% | 0.74% | 5.42% | 3.37% | 3.61% | 11.11% | 13.79% | 7.61% |
Drawdowns
SPUS vs. AMIGX - Drawdown Comparison
The maximum SPUS drawdown since its inception was -30.80%, which is greater than AMIGX's maximum drawdown of -27.95%. Use the drawdown chart below to compare losses from any high point for SPUS and AMIGX.
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Drawdown Indicators
| SPUS | AMIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.80% | -27.95% | -2.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -11.85% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -28.06% | -27.95% | -0.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.95% | — |
Current DrawdownCurrent decline from peak | -6.85% | -7.85% | +1.00% |
Average DrawdownAverage peak-to-trough decline | -6.35% | -4.56% | -1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.84% | +0.17% |
Volatility
SPUS vs. AMIGX - Volatility Comparison
The current volatility for SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) is 6.10%, while Amana Growth Fund (AMIGX) has a volatility of 7.18%. This indicates that SPUS experiences smaller price fluctuations and is considered to be less risky than AMIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPUS | AMIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 7.18% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.27% | 12.51% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.91% | 20.42% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.19% | 18.24% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.43% | 18.31% | +3.12% |