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SPUS vs SPYM

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

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

SP Funds

Annual cost

0.45%

Fund size

$2.4B

SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street Investment Management

Annual cost

0.02%

Fund size

$137.6B

Key differences

  • SPYM costs 0.43% less per year.
  • SPYM 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.
  • SPYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPUSSPYM
Annual cost (TER)0.45%0.02%
Fund size (AUM)$2.4B$137.6B
Since20192005
Dividend yield0.57%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.4%+29.4%
CAGR 3Y+25.2%+23.2%
CAGR 5Y+17.6%+14.0%
Sharpe 3Y1.171.25
Volatility 1Y14.25%11.96%
Max drawdown-30.80%-33.87%

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

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