FTHI vs SPUS
Comparison between FIRST TRUST BUYWRITE INCOME ETF (FTHI, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
5-Year PerformanceSPUS has outperformed FTHI, delivering a return of +16.3% compared to +10.3%
FTHI vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTHI
$2B
SPUS
$2B
Expense Ratio
FTHI
0.76%
Winner
SPUS
0.45%
Max Drawdown
FTHI
35.49%
Winner
SPUS
30.80%
Sharpe Ratio
FTHI
1.59
Winner
SPUS
2.32
5Y Beta
Winner
FTHI
0.74
SPUS
1.12
P/E Ratio
Winner
FTHI
23.48
SPUS
33.83
Forward P/E
Winner
FTHI
20.75
SPUS
23.97
PEG Ratio
Winner
FTHI
0.40
SPUS
0.43
5Y Dividends CAGR
Winner
FTHI
16.54%
SPUS
2.91%
5Y EPS CAGR
FTHI
24.42%
Winner
SPUS
32.51%
Debt to Equity
FTHI
N/A
SPUS
20.81%
P/S Ratio
Winner
FTHI
2.80
SPUS
5.13
P/B Ratio
Winner
FTHI
4.11
SPUS
8.86
FTHI vs SPUS - Holdings Comparison
FTHI and SPUS have 42 common holdings. Overlap is 30.08%
FTHI's top 25 holdings weight is 51.36%. SPUS's top 25 holdings weight is 69.25%.
| Rank | FTHI | SPUS |
|---|---|---|
| #1 | APPLE INC (AAPL) - 6.59% | NVIDIA CORP (NVDA) - 14.17% |
| #2 | NVIDIA CORP (NVDA) - 5.63% | APPLE INC (AAPL) - 11.57% |
| #3 | DREYFUS GOVT CM INST 289 (n/a) - 3.79% | MICROSOFT CORP (MSFT) - 8.96% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.58% | ALPHABET INC CLASS A (GOOGL) - 5.67% |
| #5 | AMAZON.COM INC (AMZN) - 2.44% | BROADCOM INC (AVGO) - 5.47% |
| #6 | COSTCO WHOLESALE CORP (COST) - 2.34% | TESLA INC (TSLA) - 3.19% |
| #7 | BROADCOM INC (AVGO) - 2.32% | ELI LILLY AND CO (LLY) - 2.10% |
| #8 | BANK OF AMERICA CORP (BAC) - 2.31% | EXXON MOBIL CORP (XOM) - 1.78% |
| #9 | ASML HOLDING NV ADR (ASML) - 2.23% | JOHNSON & JOHNSON (JNJ) - 1.60% |
| #10 | MICROSOFT CORP (MSFT) - 2.10% | MICRON TECHNOLOGY INC (MU) - 1.46% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.09% | ADVANCED MICRO DEVICES INC (AMD) - 1.29% |
| #12 | ALPHABET INC CLASS A (GOOGL) - 2.02% | ABBVIE INC (ABBV) - 1.04% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.91% | THE HOME DEPOT INC (HD) - 1.01% |
| #14 | ALPHABET INC CLASS C (GOOG) - 1.70% | CISCO SYSTEMS INC (CSCO) - 1.00% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.48% | PROCTER & GAMBLE CO (PG) - 0.97% |
| #16 | LINDE PLC (LIN) - 1.27% | LAM RESEARCH CORP (LRCX) - 0.95% |
| #17 | EXXON MOBIL CORP (XOM) - 1.10% | OTHER ASSETS AND LIABILITIES (n/a) - 0.92% |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.08% | APPLIED MATERIALS INC (AMAT) - 0.90% |
| #19 | TESLA INC (TSLA) - 1.04% | ORACLE CORP (ORCL) - 0.88% |
| #20 | COCA-COLA EUROPACIFIC PARTNERS PLC (CCEP) - 1.02% | MERCK & CO INC (MRK) - 0.84% |
| #21 | AT&T INC (T) - 0.99% | GE VERNOVA INC (GEV) - 0.78% |
| #22 | ABBVIE INC (ABBV) - 0.94% | KLA CORP (KLAC) - 0.70% |
| #23 | WALMART INC (WMT) - 0.82% | LINDE PLC (LIN) - 0.69% |
| #24 | UNION PACIFIC CORP (UNP) - 0.81% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.68% |
| #25 | ALTRIA GROUP INC (MO) - 0.76% | PEPSICO INC (PEP) - 0.63% |
| Total Holdings | 202 | 221 |
FTHI vs SPUS - Historical Returns
Returns include dividend reinvestment.
1M
FTHI
+1.42%
Winner
SPUS
+12.46%
3M
FTHI
+0.62%
Winner
SPUS
+8.65%
6M
FTHI
+5.18%
Winner
SPUS
+12.38%
1Y
FTHI
+18.85%
Winner
SPUS
+43.41%
5Y(CAGR)
FTHI
+10.25%
Winner
SPUS
+16.29%
10Y(CAGR)
FTHI
+8.52%
SPUS
N/A
Max(CAGR)
FTHI
+7.63%
Winner
SPUS
+18.68%
FTHI vs SPUS - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | FTHI | SPUS |
|---|---|---|
| 2026 | +2.91% | +10.04% |
| 2025 | +10.99% | +19.94% |
| 2024 | +19.05% | +27.91% |
| 2023 | +20.21% | +35.56% |
| 2022 | -5.47% | -23.12% |
| 2021 | +13.64% | +37.94% |
| 2020 | -7.27% | +23.99% |
| 2019 | +17.86% | +0.81% |
| 2018 | -10.09% | N/A |
| 2017 | +13.54% | N/A |
| 2016 | +13.36% | N/A |
| 2015 | +2.81% | N/A |
| 2014 | +6.69% | N/A |
FTHI vs SPUS Drawdown Comparison
The maximum drawdown for FTHI was -32.65%, occurring on Mar 23, 2020. Recovery took 305 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current FTHI drawdown is -0.50%.
| Rank | FTHI | SPUS |
|---|---|---|
| #1 | -32.65% Feb 19, 2020 - May 5, 2021 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -17.17% Aug 29, 2018 - Jul 5, 2019 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -16.68% Apr 20, 2022 - Jun 13, 2023 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -15.91% Feb 13, 2025 - Jul 3, 2025 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -15.11% Sep 16, 2015 - Jul 20, 2016 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -11.11% May 28, 2015 - Sep 16, 2015 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -8.92% Jan 23, 2018 - Aug 21, 2018 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -7.91% Sep 19, 2014 - Nov 10, 2014 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #9 | -6.71% Jun 8, 2021 - Oct 19, 2021 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #10 | -6.08% Nov 15, 2021 - Jan 11, 2022 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #11 | -6.06% Jan 14, 2022 - Mar 18, 2022 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #12 | -5.94% Sep 14, 2023 - Nov 14, 2023 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #13 | -5.80% Jul 16, 2024 - Aug 21, 2024 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #14 | -5.46% Feb 9, 2026 - Apr 20, 2026 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
| #15 | -5.33% Sep 30, 2016 - Nov 14, 2016 | -3.50% Dec 15, 2021 - Dec 27, 2021 |
Correlation
Correlation between FTHI and SPUS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2014 - 2026)
FTHI vs SPUS dividend yield comparison.
| Year | FTHI | SPUS |
|---|---|---|
| 2026 | 2.96% | 0.18% |
| 2025 | 8.70% | 0.60% |
| 2024 | 8.61% | 0.70% |
| 2023 | 8.50% | 0.87% |
| 2022 | 9.06% | 1.21% |
| 2021 | 4.37% | 1.15% |
| 2020 | 4.76% | 1.04% |
| 2019 | 4.21% | 0.00% |
| 2018 | 4.76% | 0.00% |
| 2017 | 4.00% | 0.00% |
| 2016 | 4.41% | 0.00% |
| 2015 | 4.98% | 0.00% |
| 2014 | 3.96% | 0.00% |
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