SPUS vs. SPRE
Compare and contrast key facts about SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and SP Funds S&P Global REIT Sharia ETF (SPRE).
SPUS and SPRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SPRE is a passively managed fund by Toroso Investments that tracks the performance of the S&P Global All Equity REIT Shariah Capped Index. It was launched on Dec 30, 2020. Both SPUS and SPRE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPUS or SPRE.
Key characteristics
| SPUS | SPRE | |
|---|---|---|
| YTD Return | 10.14% | -4.11% |
| 1Y Return | 29.04% | 1.61% |
| 3Y Return (Ann) | 11.85% | -1.45% |
| Sharpe Ratio | 2.15 | 0.08 |
| Daily Std Dev | 13.47% | 17.83% |
| Max Drawdown | -30.80% | -38.34% |
| Current Drawdown | -1.20% | -26.03% |
Correlation
The correlation between SPUS and SPRE is 0.61, 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.
Performance
SPUS vs. SPRE - Performance Comparison
In the year-to-date period, SPUS achieves a 10.14% return, which is significantly higher than SPRE's -4.11% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SPUS vs. SPRE - Expense Ratio Comparison
SPUS has a 0.49% expense ratio, which is lower than SPRE's 0.69% expense ratio.
Risk-Adjusted Performance
SPUS vs. SPRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and SP Funds S&P Global REIT Sharia ETF (SPRE). 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.
Dividends
SPUS vs. SPRE - Dividend Comparison
SPUS's dividend yield for the trailing twelve months is around 0.79%, less than SPRE's 4.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.79% | 0.87% | 1.21% | 0.93% | 1.04% |
SPRE SP Funds S&P Global REIT Sharia ETF | 4.39% | 4.16% | 4.17% | 2.83% | 0.00% |
Drawdowns
SPUS vs. SPRE - Drawdown Comparison
The maximum SPUS drawdown since its inception was -30.80%, smaller than the maximum SPRE drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for SPUS and SPRE. For additional features, visit the drawdowns tool.
Volatility
SPUS vs. SPRE - Volatility Comparison
The current volatility for SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) is 5.01%, while SP Funds S&P Global REIT Sharia ETF (SPRE) has a volatility of 5.85%. This indicates that SPUS experiences smaller price fluctuations and is considered to be less risky than SPRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.