SPUS vs. SPWO
Compare and contrast key facts about SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and SP Funds S&P World ETF (SPWO).
SPUS and SPWO 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. SPWO is a passively managed fund by SP Funds that tracks the performance of the S&P DM Ex-U.S. & EM 50/50 Shariah Index - Benchmark TR Net. It was launched on Dec 19, 2023. Both SPUS and SPWO 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 SPWO.
Correlation
The correlation between SPUS and SPWO is 0.67, 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. SPWO - Performance Comparison
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Key characteristics
SPUS:
0.46
SPWO:
0.29
SPUS:
0.88
SPWO:
0.64
SPUS:
1.12
SPWO:
1.08
SPUS:
0.52
SPWO:
0.39
SPUS:
1.77
SPWO:
1.43
SPUS:
6.75%
SPWO:
4.97%
SPUS:
23.23%
SPWO:
20.51%
SPUS:
-30.80%
SPWO:
-18.02%
SPUS:
-5.25%
SPWO:
-1.34%
Returns By Period
In the year-to-date period, SPUS achieves a -1.50% return, which is significantly lower than SPWO's 6.85% return.
SPUS
-1.50%
16.09%
1.00%
10.72%
17.44%
N/A
SPWO
6.85%
10.19%
6.54%
5.77%
N/A
N/A
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SPUS vs. SPWO - Expense Ratio Comparison
SPUS has a 0.49% expense ratio, which is lower than SPWO's 0.55% expense ratio.
Risk-Adjusted Performance
SPUS vs. SPWO — Risk-Adjusted Performance Rank
SPUS
SPWO
SPUS vs. SPWO - 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 World ETF (SPWO). 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.
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Dividends
SPUS vs. SPWO - Dividend Comparison
SPUS's dividend yield for the trailing twelve months is around 0.72%, less than SPWO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.72% | 0.71% | 0.87% | 1.21% | 0.93% | 1.04% |
SPWO SP Funds S&P World ETF | 1.34% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPUS vs. SPWO - Drawdown Comparison
The maximum SPUS drawdown since its inception was -30.80%, which is greater than SPWO's maximum drawdown of -18.02%. Use the drawdown chart below to compare losses from any high point for SPUS and SPWO. For additional features, visit the drawdowns tool.
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Volatility
SPUS vs. SPWO - Volatility Comparison
SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a higher volatility of 6.54% compared to SP Funds S&P World ETF (SPWO) at 4.05%. This indicates that SPUS's price experiences larger fluctuations and is considered to be riskier than SPWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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