SPUSX vs. HLAL
Compare and contrast key facts about Symmetry Panoramic US Equity Fund (SPUSX) and Wahed FTSE USA Shariah ETF (HLAL).
SPUSX is managed by Symmetry Partners. It was launched on Nov 12, 2018. HLAL is a passively managed fund by Wahed that tracks the performance of the FTSE Shariah USA Index. It was launched on Jul 16, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPUSX or HLAL.
Correlation
The correlation between SPUSX and HLAL is 0.86, 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.
Performance
SPUSX vs. HLAL - Performance Comparison
Key characteristics
SPUSX:
0.39
HLAL:
1.48
SPUSX:
0.55
HLAL:
1.96
SPUSX:
1.11
HLAL:
1.27
SPUSX:
0.39
HLAL:
2.13
SPUSX:
2.78
HLAL:
7.88
SPUSX:
2.61%
HLAL:
2.50%
SPUSX:
18.68%
HLAL:
13.32%
SPUSX:
-38.43%
HLAL:
-33.57%
SPUSX:
-17.54%
HLAL:
-2.75%
Returns By Period
In the year-to-date period, SPUSX achieves a 3.63% return, which is significantly lower than HLAL's 18.13% return.
SPUSX
3.63%
-15.93%
-5.76%
5.72%
6.17%
N/A
HLAL
18.13%
2.24%
6.27%
18.42%
15.47%
N/A
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SPUSX vs. HLAL - Expense Ratio Comparison
SPUSX has a 0.64% expense ratio, which is higher than HLAL's 0.50% expense ratio.
Risk-Adjusted Performance
SPUSX vs. HLAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic US Equity Fund (SPUSX) and Wahed FTSE USA Shariah ETF (HLAL). 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
SPUSX vs. HLAL - Dividend Comparison
SPUSX's dividend yield for the trailing twelve months is around 1.30%, more than HLAL's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
SPUSX Symmetry Panoramic US Equity Fund | 1.30% | 1.34% | 1.23% | 0.73% | 1.11% | 1.09% | 0.44% |
HLAL Wahed FTSE USA Shariah ETF | 0.68% | 0.72% | 1.15% | 0.78% | 0.97% | 0.72% | 0.00% |
Drawdowns
SPUSX vs. HLAL - Drawdown Comparison
The maximum SPUSX drawdown since its inception was -38.43%, which is greater than HLAL's maximum drawdown of -33.57%. Use the drawdown chart below to compare losses from any high point for SPUSX and HLAL. For additional features, visit the drawdowns tool.
Volatility
SPUSX vs. HLAL - Volatility Comparison
Symmetry Panoramic US Equity Fund (SPUSX) has a higher volatility of 14.63% compared to Wahed FTSE USA Shariah ETF (HLAL) at 4.16%. This indicates that SPUSX's price experiences larger fluctuations and is considered to be riskier than HLAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.