PRFZ vs SPUS
Comparison between INVESCO FTSE RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
5-Year PerformanceSPUS has outperformed PRFZ, delivering a return of +15.4% compared to +10.1%
PRFZ vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRFZ
$2.80B
Winner
SPUS
$2.90B
Expense Ratio
Winner
PRFZ
0.34%
SPUS
0.45%
Max Drawdown
PRFZ
63.04%
Winner
SPUS
30.80%
Sharpe Ratio
Winner
PRFZ
1.57
SPUS
1.43
5Y Beta
Winner
PRFZ
1.04
SPUS
1.12
P/E Ratio
Winner
PRFZ
-13.21
SPUS
32.84
Forward P/E
Winner
PRFZ
14.53
SPUS
22.12
PEG Ratio
PRFZ
N/A
SPUS
0.25
5Y Dividends CAGR
Winner
PRFZ
8.89%
SPUS
-0.43%
5Y EPS CAGR
PRFZ
11.47%
Winner
SPUS
31.50%
Debt to Equity
Winner
PRFZ
15.83%
SPUS
66.06%
P/S Ratio
Winner
PRFZ
1.01
SPUS
5.60
P/B Ratio
Winner
PRFZ
2.11
SPUS
9.22
PRFZ vs SPUS - Holdings Comparison
PRFZ and SPUS have 11 common holdings. Overlap is 0.46%
PRFZ's top 25 holdings weight is 8.24%. SPUS's top 25 holdings weight is 70.11%.
| Rank | PRFZ | SPUS |
|---|---|---|
| #1 | n/a (OPEN) - 1.08% | NVIDIA CORP (NVDA) - 13.32% |
| #2 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.60% | APPLE INC (AAPL) - 12.77% |
| #3 | PRIMORIS SERVICES CORP (PRIM) - 0.42% | MICROSOFT CORP (MSFT) - 7.84% |
| #4 | IONIS PHARMACEUTICALS INC (IONS) - 0.37% | ALPHABET INC CLASS A (GOOGL) - 5.40% |
| #5 | PITNEY BOWES INC (PBI) - 0.34% | BROADCOM INC (AVGO) - 4.85% |
| #6 | ADTALEM GLOBAL EDUCATION INC (ATGE) - 0.34% | MICRON TECHNOLOGY INC (MU) - 2.90% |
| #7 | MANHATTAN ASSOCIATES INC (MANH) - 0.34% | TESLA INC (TSLA) - 2.83% |
| #8 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.31% | ELI LILLY AND CO (LLY) - 2.46% |
| #9 | HECLA MINING CO (HL) - 0.30% | ADVANCED MICRO DEVICES INC (AMD) - 2.35% |
| #10 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.30% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.67% |
| #11 | CARPENTER TECHNOLOGY CORP (CRS) - 0.30% | JOHNSON & JOHNSON (JNJ) - 1.62% |
| #12 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.29% | ABBVIE INC (ABBV) - 1.21% |
| #13 | GRANITE CONSTRUCTION INC (GVA) - 0.29% | APPLIED MATERIALS INC (AMAT) - 1.20% |
| #14 | FTAI AVIATION LTD (FTAI) - 0.28% | CISCO SYSTEMS INC (CSCO) - 1.19% |
| #15 | INTERDIGITAL INC (IDCC) - 0.28% | LAM RESEARCH CORP (LRCX) - 1.08% |
| #16 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.27% | PROCTER & GAMBLE CO (PG) - 0.92% |
| #17 | COEUR MINING INC (CDE) - 0.26% | THE HOME DEPOT INC (HD) - 0.89% |
| #18 | COMMSCOPE HOLDING CO INC (COMM) - 0.26% | MERCK & CO INC (MRK) - 0.84% |
| #19 | ITRON INC (ITRI) - 0.26% | GE VERNOVA INC (GEV) - 0.77% |
| #20 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.26% | KLA CORP (KLAC) - 0.75% |
| #21 | PLUG POWER INC (PLUG) - 0.26% | PALO ALTO NETWORKS INC (PANW) - 0.74% |
| #22 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.25% | TEXAS INSTRUMENTS INC (TXN) - 0.70% |
| #23 | UMB FINANCIAL CORP (UMBF) - 0.20% | LINDE PLC (LIN) - 0.62% |
| #24 | ONTO INNOVATION INC (ONTO) - 0.19% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.62% |
| #25 | TTM TECHNOLOGIES INC (TTMI) - 0.19% | ORACLE CORP (ORCL) - 0.57% |
| Total Holdings | 1580 | 220 |
PRFZ vs SPUS - Historical Returns
Returns include dividend reinvestment.
1M
PRFZ
+2.61%
Winner
SPUS
+4.28%
3M
Winner
PRFZ
+9.96%
SPUS
+6.82%
6M
PRFZ
+15.33%
Winner
SPUS
+15.50%
1Y
Winner
PRFZ
+35.79%
SPUS
+28.59%
5Y(CAGR)
PRFZ
+10.11%
Winner
SPUS
+15.42%
10Y(CAGR)
PRFZ
+11.85%
SPUS
N/A
Max(CAGR)
PRFZ
+10.27%
Winner
SPUS
+18.84%
PRFZ vs SPUS - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PRFZ | SPUS |
|---|---|---|
| 2026 | +21.95% | +15.90% |
| 2025 | +11.06% | +19.94% |
| 2024 | +13.71% | +27.91% |
| 2023 | +20.63% | +35.56% |
| 2022 | -16.92% | -23.12% |
| 2021 | +29.77% | +37.94% |
| 2020 | +11.69% | +23.99% |
| 2019 | +21.04% | +0.81% |
| 2018 | -12.17% | N/A |
| 2017 | +12.95% | N/A |
| 2016 | +27.40% | N/A |
| 2015 | -5.03% | N/A |
| 2014 | +5.29% | N/A |
| 2013 | +37.93% | N/A |
| 2012 | +16.23% | N/A |
| 2011 | -7.67% | N/A |
| 2010 | +26.22% | N/A |
| 2009 | +55.38% | N/A |
| 2008 | -38.15% | N/A |
| 2007 | -0.59% | N/A |
| 2006 | +8.00% | N/A |
PRFZ vs SPUS Drawdown Comparison
The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current SPUS drawdown is -0.50%.
| Rank | PRFZ | SPUS |
|---|---|---|
| #1 | -62.42% Jul 13, 2007 - Apr 14, 2010 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -44.27% Aug 31, 2018 - Nov 24, 2020 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -29.36% Apr 29, 2011 - Sep 14, 2012 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -26.58% Nov 8, 2021 - Mar 27, 2024 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -26.54% Nov 25, 2024 - Sep 5, 2025 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -24.05% Jun 23, 2015 - Sep 2, 2016 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -22.45% Apr 23, 2010 - Dec 3, 2010 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -12.72% Jul 3, 2014 - Dec 29, 2014 | -7.58% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -10.39% Jan 22, 2026 - Apr 17, 2026 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #10 | -9.52% Sep 14, 2012 - Dec 20, 2012 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #11 | -9.44% Jun 8, 2021 - Oct 22, 2021 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #12 | -9.42% Jul 31, 2024 - Sep 19, 2024 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #13 | -9.27% Jan 23, 2018 - May 17, 2018 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #14 | -8.51% Mar 15, 2021 - May 27, 2021 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -8.15% Oct 27, 2025 - Dec 4, 2025 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
Correlation
Correlation between PRFZ and SPUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
PRFZ vs SPUS dividend yield comparison.
| Year | PRFZ | SPUS |
|---|---|---|
| 2026 | 0.36% | 0.31% |
| 2025 | 0.82% | 0.60% |
| 2024 | 1.45% | 0.70% |
| 2023 | 1.42% | 0.87% |
| 2022 | 1.33% | 1.21% |
| 2021 | 0.93% | 1.15% |
| 2020 | 0.91% | 1.04% |
| 2019 | 1.29% | 0.00% |
| 2018 | 1.37% | 0.00% |
| 2017 | 0.97% | 0.00% |
| 2016 | 1.31% | 0.00% |
| 2015 | 1.39% | 0.00% |
| 2014 | 1.14% | 0.00% |
| 2013 | 0.93% | 0.00% |
| 2012 | 1.73% | 0.00% |
| 2011 | 0.98% | 0.00% |
| 2010 | 0.70% | 0.00% |
| 2009 | 0.71% | 0.00% |
| 2008 | 1.51% | 0.00% |
| 2007 | 0.77% | 0.00% |
| 2006 | 0.26% | 0.00% |
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