LSVD vs SPSK

Comparison between LSV DISCIPLINED VALUE ETF (LSVD, ETF) and SP FUNDS DOW JONES GLOBAL SUKUK ETF (SPSK, ETF).

LSVD vs SPSK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LSVD(ETF)	SPSK(ETF)
Net Assets	$640M	$638M
Expense Ratio	0.40%	0.50%
Max Drawdown	19.30%	16.47%
Sharpe Ratio	2.01	-0.34
5Y Beta	0.95	0.07
P/E Ratio	20.52	N/A
Forward P/E	15.29	N/A
PEG Ratio	0.11	N/A
5Y Dividends CAGR	N/A	9.75%
5Y EPS CAGR	25.61%	N/A
Debt to Equity	-41.98%	N/A
P/S Ratio	2.13	N/A
P/B Ratio	3.84	N/A

Net Assets

Winner

LSVD

$640M

SPSK

$638M

Expense Ratio

Winner

LSVD

0.40%

SPSK

0.50%

Max Drawdown

LSVD

19.30%

Winner

SPSK

16.47%

Sharpe Ratio

Winner

LSVD

2.01

SPSK

-0.34

5Y Beta

LSVD

0.95

Winner

SPSK

0.07

P/E Ratio

LSVD

20.52

SPSK

N/A

Forward P/E

LSVD

15.29

SPSK

N/A

PEG Ratio

LSVD

0.11

SPSK

N/A

5Y Dividends CAGR

LSVD

N/A

SPSK

9.75%

5Y EPS CAGR

LSVD

25.61%

SPSK

N/A

Debt to Equity

LSVD

-41.98%

SPSK

N/A

P/S Ratio

LSVD

2.13

SPSK

N/A

P/B Ratio

LSVD

3.84

SPSK

N/A

LSVD vs SPSK - Historical Returns

Returns include dividend reinvestment.

Period	LSVD	SPSK
1 month	+1.10%	-0.27%
3 months	+8.64%	-0.36%
6 months	+15.28%	-0.10%
1 year	+33.84%	+2.47%
5 years(CAGR)	N/A	+0.85%
Max(CAGR)	+25.41%	+1.04%

Winner

LSVD

+1.10%

SPSK

-0.27%

Winner

LSVD

+8.64%

SPSK

-0.36%

Winner

LSVD

+15.28%

SPSK

-0.10%

Winner

LSVD

+33.84%

SPSK

+2.47%

5Y(CAGR)

LSVD

N/A

SPSK

+0.85%

Max(CAGR)

Winner

LSVD

+25.41%

SPSK

+1.04%

LSVD vs SPSK - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	LSVD	SPSK
2026	+16.46%	-0.21%
2025	+22.17%	+6.21%
2024	+0.14%	+3.19%
2023	N/A	+4.67%
2022	N/A	-7.58%
2021	N/A	-1.11%
2020	N/A	+3.72%
2019	N/A	+0.02%

LSVD vs SPSK Drawdown Comparison

The maximum drawdown for LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

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

The current LSVD drawdown is -1.25%. The current SPSK drawdown is -1.29%.

Rank	LSVD	SPSK
#1	-19.30% Feb 19, 2025 - Jun 27, 2025	-12.83% Feb 4, 2021 - Jun 12, 2025
#2	-8.07% Feb 9, 2026 - Apr 14, 2026	-7.99% Mar 5, 2020 - Jul 20, 2020
#3	-4.60% Nov 12, 2025 - Nov 26, 2025	-2.85% Feb 27, 2026 - Mar 24, 2026
#4	-4.34% Jun 4, 2026 - Jun 10, 2026	-1.13% Sep 15, 2020 - Oct 8, 2020
#5	-3.61% Oct 6, 2025 - Oct 24, 2025	-0.97% Oct 9, 2020 - Nov 4, 2020
#6	-2.77% Jan 9, 2026 - Jan 27, 2026	-0.91% Oct 27, 2025 - Feb 13, 2026
#7	-2.67% Jul 23, 2025 - Aug 8, 2025	-0.84% Dec 28, 2020 - Feb 4, 2021
#8	-2.51% Dec 26, 2024 - Jan 17, 2025	-0.68% Aug 28, 2020 - Sep 15, 2020
#9	-2.26% Dec 11, 2025 - Dec 22, 2025	-0.61% Aug 4, 2020 - Aug 28, 2020
#10	-2.11% Feb 2, 2026 - Feb 9, 2026	-0.60% Nov 4, 2020 - Nov 16, 2020
#11	-1.79% Jan 23, 2025 - Feb 19, 2025	-0.59% Sep 15, 2025 - Sep 29, 2025
#12	-1.78% May 14, 2026 - May 21, 2026	-0.50% Jun 12, 2025 - Jun 24, 2025
#13	-1.63% Oct 28, 2025 - Nov 10, 2025	-0.49% Jul 21, 2020 - Jul 29, 2020
#14	-1.60% Aug 13, 2025 - Aug 22, 2025	-0.48% Oct 22, 2025 - Oct 27, 2025
#15	-1.55% Sep 22, 2025 - Oct 1, 2025	-0.48% Aug 22, 2025 - Sep 3, 2025