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SPSKSP Funds Dow Jones Global Sukuk ETF

Get income6y track recordRanked #461 of 1,650 in this goal

Tracks the performance of the Dow Jones Sukuk Total Return (ex-Reinvestment) Index.

By SP Funds · Launched 2019

Annual Cost

0.50%

#2,668 of 5,861 · average

Fund Size

$638M

#1,427 of 5,861 · large

Dividend YieldGoal

4.35%

Track Record

6 years

#1,991 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,164+1.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

Global

Strategy

Index tracking

Focus

Faith Based

Index tracked

Dow Jones Sukuk Total Return (ex-Reinvestment) Index

What it actually holds

By weight

Concentration

Top 10 holdings = 15.4% of fundwell diversified

KSA Sukuk Ltd
2.3%
KSA Ijarah Sukuk Ltd
1.7%
Global Sukuk Ventures
1.6%
KSA Sukuk Ltd
1.6%
KSA Sukuk Ltd
1.6%
SA Global Sukuk Ltd
1.5%
KSA Sukuk Ltd
1.4%
KSA Sukuk Ltd
1.3%
Suci Second Investment Co
1.3%
KSA Sukuk Ltd
1.2%

Asset allocation

Bonds
98.3%
Other
1.1%
Cash
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.6%Low

Year-on-year price swings

Max drawdown
-12.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.06Below average
Sortino (3Y)
0.09Moderate downside risk

Bond profile

Duration

4.7 years

Credit ratings

US Government
38.6%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the Dow Jones Sukuk Total Return (ex-Reinvestment) Index.
Strategy
Uses a passive management approach to invest primarily in U.S. dollar-denominated investment-grade sukuk, structured to comply with Sharia. The Fund aims to replicate the Index by investing in all or substantially all of its component securities, with a correlation target of 95% or better.
Inception date
December 27, 2019
Fund family
SP Funds

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Data updated on 2026-08-04