EPU vs SPSK

Comparison between ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF (EPU, ETF) and SP FUNDS DOW JONES GLOBAL SUKUK ETF (SPSK, ETF).

5-Year PerformanceEPU has outperformed SPSK, delivering a return of +28.2% compared to +0.9%

EPU vs SPSK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPU(ETF)	SPSK(ETF)
Net Assets	$531M	$531M
Expense Ratio	0.59%	0.50%
Max Drawdown	64.62%	16.47%
Sharpe Ratio	2.02	0.01
5Y Beta	0.87	0.07
P/E Ratio	17.52	N/A
Forward P/E	19.63	N/A
PEG Ratio	0.06	N/A
5Y Dividends CAGR	20.19%	9.00%
5Y EPS CAGR	31.93%	N/A
Debt to Equity	59.94%	N/A

Net Assets

Winner

EPU

$531M

SPSK

$531M

Expense Ratio

EPU

0.59%

Winner

SPSK

0.50%

Max Drawdown

EPU

64.62%

Winner

SPSK

16.47%

Sharpe Ratio

Winner

EPU

2.02

SPSK

0.01

5Y Beta

EPU

0.87

Winner

SPSK

0.07

P/E Ratio

EPU

17.52

SPSK

N/A

Forward P/E

EPU

19.63

SPSK

N/A

PEG Ratio

EPU

0.06

SPSK

N/A

5Y Dividends CAGR

Winner

EPU

20.19%

SPSK

9.00%

5Y EPS CAGR

EPU

31.93%

SPSK

N/A

Debt to Equity

EPU

59.94%

SPSK

N/A

EPU vs SPSK - Historical Returns

Returns include dividend reinvestment.

Period	EPU	SPSK
1 month	+3.99%	+0.34%
3 months	+6.85%	+0.93%
6 months	+26.87%	+0.44%
1 year	+84.36%	+3.50%
5 years(CAGR)	+28.16%	+0.90%
10 years(CAGR)	+15.06%	N/A
Max(CAGR)	+10.75%	+1.13%

Winner

EPU

+3.99%

SPSK

+0.34%

Winner

EPU

+6.85%

SPSK

+0.93%

Winner

EPU

+26.87%

SPSK

+0.44%

Winner

EPU

+84.36%

SPSK

+3.50%

5Y(CAGR)

Winner

EPU

+28.16%

SPSK

+0.90%

10Y(CAGR)

EPU

+15.06%

SPSK

N/A

Max(CAGR)

Winner

EPU

+10.75%

SPSK

+1.13%

EPU vs SPSK - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	EPU	SPSK
2026	+20.42%	+0.28%
2025	+85.21%	+6.21%
2024	+23.00%	+3.19%
2023	+24.05%	+4.67%
2022	+0.48%	-7.58%
2021	-12.88%	-1.11%
2020	-4.80%	+3.72%
2019	+6.71%	+0.02%
2018	-13.92%	N/A
2017	+28.47%	N/A
2016	+64.99%	N/A
2015	-35.82%	N/A
2014	-3.94%	N/A
2013	-26.81%	N/A
2012	+20.98%	N/A
2011	-22.39%	N/A
2010	+54.49%	N/A
2009	+34.33%	N/A

EPU vs SPSK Drawdown Comparison

The maximum drawdown for EPU was -60.62%, occurring on Jan 19, 2016. Recovery took 1263 trading sessions.

The maximum drawdown for SPSK was -12.83%, occurring on Oct 25, 2022. Recovery took 1093 trading sessions.

The current EPU drawdown is -6.69%. The current SPSK drawdown is -0.81%.

Rank	EPU	SPSK
#1	-60.62% Jan 17, 2013 - Jan 24, 2018	-12.83% Feb 4, 2021 - Jun 12, 2025
#2	-50.96% Apr 19, 2018 - Mar 8, 2024	-7.99% Mar 5, 2020 - Jul 20, 2020
#3	-31.96% Dec 7, 2010 - Jan 14, 2013	-2.85% Feb 27, 2026 - Mar 24, 2026
#4	-20.85% Feb 27, 2026 - Mar 20, 2026	-1.13% Sep 15, 2020 - Oct 8, 2020
#5	-17.30% Jan 11, 2010 - Aug 2, 2010	-0.97% Oct 9, 2020 - Nov 4, 2020
#6	-14.82% Mar 25, 2025 - May 6, 2025	-0.91% Oct 27, 2025 - Feb 13, 2026
#7	-12.39% May 20, 2024 - Sep 26, 2024	-0.84% Dec 28, 2020 - Feb 4, 2021
#8	-9.88% Oct 28, 2024 - Mar 17, 2025	-0.68% Aug 28, 2020 - Sep 15, 2020
#9	-9.75% Oct 22, 2009 - Jan 6, 2010	-0.61% Aug 4, 2020 - Aug 28, 2020
#10	-9.28% Jan 26, 2018 - Apr 18, 2018	-0.60% Nov 4, 2020 - Nov 16, 2020
#11	-8.27% Jan 29, 2026 - Feb 25, 2026	-0.59% Sep 15, 2025 - Sep 29, 2025
#12	-7.82% Oct 16, 2025 - Dec 1, 2025	-0.50% Jun 12, 2025 - Jun 24, 2025
#13	-7.19% Jul 1, 2009 - Jul 20, 2009	-0.49% Jul 21, 2020 - Jul 29, 2020
#14	-5.96% Nov 8, 2010 - Dec 2, 2010	-0.48% Oct 22, 2025 - Oct 27, 2025
#15	-4.88% Oct 14, 2010 - Nov 2, 2010	-0.48% Aug 22, 2025 - Sep 3, 2025

Correlation

Correlation between EPU and SPSK is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2009 - 2026)

EPU vs SPSK dividend yield comparison.

Year	EPU	SPSK
2026	0.00%	1.44%
2025	1.63%	3.63%
2024	5.78%	3.53%
2023	4.17%	2.95%
2022	5.56%	2.22%
2021	3.13%	2.56%
2020	1.91%	1.78%
2019	2.67%	0.00%
2018	1.53%	0.00%
2017	3.30%	0.00%
2016	0.85%	0.00%
2015	1.90%	0.00%
2014	1.66%	0.00%
2013	1.72%	0.00%
2012	3.54%	0.00%
2011	2.83%	0.00%
2010	1.69%	0.00%
2009	0.40%	0.00%