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SPUS vs SPXE

SP Funds S&P 500 Sharia Industry Exclusions ETF vs ProShares S&P 500 ex-Energy ETF

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

SP Funds

Annual cost

0.45%

Fund size

$2.4B

SPXE

ProShares S&P 500 ex-Energy ETF

ProShares

Annual cost

0.09%

Fund size

$80M

Key differences

  • SPXE costs 0.36% less per year.
  • SPUS is significantly larger than SPXE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPUS has delivered higher annualized returns.

Side-by-side comparison

SPUSSPXE
Annual cost (TER)0.45%0.09%
Fund size (AUM)$2.4B$80M
Since20192015
Dividend yield0.57%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.4%+30.6%
CAGR 3Y+25.2%+23.3%
CAGR 5Y+17.6%+14.1%
Sharpe 3Y1.171.23
Volatility 1Y14.25%12.58%
Max drawdown-30.80%-32.27%

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

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