^IMUS vs. SPUS
Compare and contrast key facts about Dow Jones Islamic Market U.S. Index (^IMUS) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^IMUS or SPUS.
Correlation
The correlation between ^IMUS and SPUS is 0.97, 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
^IMUS vs. SPUS - Performance Comparison
Key characteristics
^IMUS:
1.19
SPUS:
2.08
^IMUS:
1.64
SPUS:
2.73
^IMUS:
1.25
SPUS:
1.38
^IMUS:
1.60
SPUS:
2.85
^IMUS:
5.93
SPUS:
11.22
^IMUS:
2.74%
SPUS:
2.91%
^IMUS:
13.52%
SPUS:
15.77%
^IMUS:
-47.72%
SPUS:
-30.80%
^IMUS:
-1.40%
SPUS:
-1.27%
Returns By Period
The year-to-date returns for both investments are quite close, with ^IMUS having a 2.31% return and SPUS slightly higher at 2.42%.
^IMUS
2.31%
-0.83%
6.22%
30.15%
13.45%
11.97%
SPUS
2.42%
0.01%
5.74%
32.70%
17.75%
N/A
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Risk-Adjusted Performance
^IMUS vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones Islamic Market U.S. Index (^IMUS) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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.
Drawdowns
^IMUS vs. SPUS - Drawdown Comparison
The maximum ^IMUS drawdown since its inception was -47.72%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for ^IMUS and SPUS. For additional features, visit the drawdowns tool.
Volatility
^IMUS vs. SPUS - Volatility Comparison
Dow Jones Islamic Market U.S. Index (^IMUS) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) have volatilities of 4.57% and 4.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.