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SPUS vs SPXT

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

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

SP Funds

Annual cost

0.45%

Fund size

$2.4B

SPXT

ProShares S&P 500 ex-Technology ETF

ProShares

Annual cost

0.09%

Fund size

$277M

Key differences

  • SPXT costs 0.36% less per year.
  • SPUS is significantly larger than SPXT — 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

SPUSSPXT
Annual cost (TER)0.45%0.09%
Fund size (AUM)$2.4B$277M
Since20192015
Dividend yield0.57%1.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+39.1%+19.3%
CAGR 3Y+25.4%+17.6%
CAGR 5Y+17.2%+9.8%
Sharpe 3Y1.181.06
Volatility 1Y14.25%10.41%
Max drawdown-30.80%-34.38%

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

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