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SPUS vs KBE

SP Funds S&P 500 Sharia Industry Exclusions ETF vs State Street SPDR S&P Bank ETF

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

SP Funds

Annual cost

0.45%

Fund size

$2.4B

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • KBE costs 0.10% less per year.
  • KBE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPUSKBE
Annual cost (TER)0.45%0.35%
Fund size (AUM)$2.4B$1.5B
Since20192005
Dividend yield0.57%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.4%+23.3%
CAGR 3Y+25.2%+25.7%
CAGR 5Y+17.6%+5.6%
Sharpe 3Y1.170.88
Volatility 1Y14.25%21.55%
Max drawdown-30.80%-53.14%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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