SPUS vs GDV
Comparison between SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF) and Gabelli Dividend & Income Trust (GDV, ETF).
5-Year PerformanceSPUS has outperformed GDV, delivering a return of +15.3% compared to +8.9%
SPUS vs GDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPUS vs GDV - Historical Returns
Returns include dividend reinvestment.
SPUS vs GDV - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | SPUS | GDV |
|---|---|---|
| 2026 | +12.12% | +11.05% |
| 2025 | +19.94% | +22.91% |
| 2024 | +27.91% | +18.64% |
| 2023 | +35.56% | +11.63% |
| 2022 | -23.12% | -19.09% |
| 2021 | +37.94% | +35.21% |
| 2020 | +23.99% | +4.02% |
| 2019 | +0.81% | +26.19% |
| 2018 | N/A | -17.09% |
| 2017 | N/A | +23.45% |
| 2016 | N/A | +19.57% |
| 2015 | N/A | -8.54% |
| 2014 | N/A | +6.24% |
| 2013 | N/A | +40.03% |
| 2012 | N/A | +10.49% |
| 2011 | N/A | +5.74% |
| 2010 | N/A | +21.68% |
| 2009 | N/A | +31.91% |
| 2008 | N/A | -44.37% |
| 2007 | N/A | +6.34% |
| 2006 | N/A | +27.58% |
| 2005 | N/A | +4.16% |
| 2004 | N/A | -4.13% |
| 2003 | N/A | +0.00% |
SPUS vs GDV Drawdown Comparison
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.
The current SPUS drawdown is -3.74%.
| Rank | SPUS | GDV |
|---|---|---|
| #1 | -30.80% Feb 19, 2020 - Jul 6, 2020 | -68.82% Jul 13, 2007 - Apr 28, 2011 |
| #2 | -28.06% Dec 27, 2021 - Dec 12, 2023 | -53.05% Jan 17, 2020 - Dec 2, 2020 |
| #3 | -22.82% Jan 23, 2025 - Jul 2, 2025 | -28.61% Sep 21, 2018 - Jan 16, 2020 |
| #4 | -11.46% Jul 10, 2024 - Oct 14, 2024 | -28.33% Nov 16, 2021 - Jul 12, 2024 |
| #5 | -10.66% Jan 28, 2026 - Apr 15, 2026 | -26.21% Jun 23, 2014 - Aug 12, 2016 |
| #6 | -9.94% Sep 2, 2020 - Dec 8, 2020 | -22.59% Jul 7, 2011 - Mar 16, 2012 |
| #7 | -8.19% Feb 12, 2021 - Apr 5, 2021 | -16.69% Dec 17, 2003 - Jun 16, 2005 |
| #8 | -6.91% Jun 2, 2026 - Jun 10, 2026 | -16.07% Feb 19, 2025 - May 20, 2025 |
| #9 | -6.71% Sep 3, 2021 - Oct 26, 2021 | -11.99% Jan 25, 2018 - Aug 9, 2018 |
| #10 | -6.56% Mar 22, 2024 - May 15, 2024 | -11.85% May 1, 2012 - Aug 10, 2012 |
| #11 | -5.74% Oct 29, 2025 - Jan 27, 2026 | -11.65% Oct 17, 2012 - Jan 4, 2013 |
| #12 | -4.76% Apr 23, 2021 - Jun 10, 2021 | -9.76% Feb 17, 2026 - Apr 17, 2026 |
| #13 | -4.50% Dec 16, 2024 - Jan 23, 2025 | -9.24% May 21, 2013 - Jul 17, 2013 |
| #14 | -3.69% Jan 26, 2021 - Feb 4, 2021 | -9.08% Aug 23, 2016 - Nov 23, 2016 |
| #15 | -3.59% Nov 19, 2021 - Dec 8, 2021 | -8.03% Dec 27, 2013 - Mar 4, 2014 |
Correlation
Correlation between SPUS and GDV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
SPUS vs GDV dividend yield comparison.
| Year | SPUS | GDV |
|---|---|---|
| 2026 | 0.27% | 3.01% |
| 2025 | 0.60% | 6.05% |
| 2024 | 0.70% | 5.47% |
| 2023 | 0.87% | 6.10% |
| 2022 | 1.21% | 6.84% |
| 2021 | 1.15% | 5.11% |
| 2020 | 1.04% | 6.15% |
| 2019 | 0.00% | 6.01% |
| 2018 | 0.00% | 7.21% |
| 2017 | 0.00% | 5.64% |
| 2016 | 0.00% | 6.59% |
| 2015 | 0.00% | 6.72% |
| 2014 | 0.00% | 6.23% |
| 2013 | 0.00% | 4.65% |
| 2012 | 0.00% | 5.93% |
| 2011 | 0.00% | 5.84% |
| 2010 | 0.00% | 4.95% |
| 2009 | 0.00% | 7.55% |
| 2008 | 0.00% | 12.62% |
| 2007 | 0.00% | 8.03% |
| 2006 | 0.00% | 5.96% |
| 2005 | 0.00% | 7.26% |
| 2004 | 0.00% | 6.69% |
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