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SPUS vs SPY

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

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

SP Funds

Annual cost

0.45%

Fund size

$2.4B

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

Key differences

  • SPY costs 0.36% less per year.
  • SPY is significantly larger than SPUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPUS has delivered higher annualized returns.
  • SPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPUSSPY
Annual cost (TER)0.45%0.09%
Fund size (AUM)$2.4B$735.1B
Since20191993
Dividend yield0.57%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.4%+29.4%
CAGR 3Y+25.2%+23.1%
CAGR 5Y+17.6%+14.0%
Sharpe 3Y1.171.22
Volatility 1Y14.25%12.00%
Max drawdown-30.80%-33.72%

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

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