SPSK vs EPU

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

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

SPSK vs EPU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SPSK

$531M

Winner

EPU

$531M

Expense Ratio

Winner

SPSK

0.50%

EPU

0.59%

Max Drawdown

Winner

SPSK

16.47%

EPU

64.62%

Sharpe Ratio

SPSK

0.01

Winner

EPU

2.02

5Y Beta

Winner

SPSK

0.07

EPU

0.87

P/E Ratio

SPSK

N/A

EPU

17.52

Forward P/E

SPSK

N/A

EPU

19.63

PEG Ratio

SPSK

N/A

EPU

0.06

5Y Dividends CAGR

SPSK

9.00%

Winner

EPU

20.19%

5Y EPS CAGR

SPSK

N/A

EPU

31.93%

Debt to Equity

SPSK

N/A

EPU

59.94%

SPSK vs EPU - Historical Returns

Returns include dividend reinvestment.

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

SPSK

+0.34%

Winner

EPU

+3.99%

SPSK

+0.93%

Winner

EPU

+6.85%

SPSK

+0.44%

Winner

EPU

+26.87%

SPSK

+3.50%

Winner

EPU

+84.36%

5Y(CAGR)

SPSK

+0.90%

Winner

EPU

+28.16%

10Y(CAGR)

SPSK

N/A

EPU

+15.06%

Max(CAGR)

SPSK

+1.13%

Winner

EPU

+10.75%

SPSK vs EPU - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

SPSK vs EPU Drawdown Comparison

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

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

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

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

Correlation

Correlation between SPSK and EPU 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)

SPSK vs EPU dividend yield comparison.

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