SPUS vs IYY
Comparison between SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF) and ISHARES DOW JONES U.S. ETF (IYY, ETF).
5-Year PerformanceSPUS has outperformed IYY, delivering a return of +15.4% compared to +12.5%
SPUS vs IYY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPUS
$2.90B
Winner
IYY
$3B
Expense Ratio
SPUS
0.45%
Winner
IYY
0.20%
Max Drawdown
Winner
SPUS
30.80%
IYY
56.28%
Sharpe Ratio
Winner
SPUS
1.43
IYY
1.39
5Y Beta
SPUS
1.12
Winner
IYY
0.98
P/E Ratio
SPUS
32.84
Winner
IYY
26.46
Forward P/E
SPUS
22.12
Winner
IYY
20.05
PEG Ratio
SPUS
0.25
IYY
N/A
5Y Dividends CAGR
SPUS
-0.43%
Winner
IYY
5.54%
5Y EPS CAGR
Winner
SPUS
31.50%
IYY
28.15%
Debt to Equity
SPUS
66.06%
Winner
IYY
59.81%
P/S Ratio
SPUS
5.60
Winner
IYY
3.44
P/B Ratio
SPUS
9.22
Winner
IYY
5.18
SPUS vs IYY - Holdings Comparison
SPUS and IYY have 197 common holdings. Overlap is 46.20%
SPUS's top 25 holdings weight is 70.11%. IYY's top 25 holdings weight is 46.26%.
| Rank | SPUS | IYY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.32% | NVIDIA CORP (NVDA) - 7.24% |
| #2 | APPLE INC (AAPL) - 12.77% | APPLE INC (AAPL) - 6.94% |
| #3 | MICROSOFT CORP (MSFT) - 7.84% | MICROSOFT CORP (MSFT) - 4.26% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.40% | AMAZON.COM INC (AMZN) - 3.49% |
| #5 | BROADCOM INC (AVGO) - 4.85% | ALPHABET INC CLASS A (GOOGL) - 2.93% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.90% | BROADCOM INC (AVGO) - 2.64% |
| #7 | TESLA INC (TSLA) - 2.83% | ALPHABET INC CLASS C (GOOG) - 2.36% |
| #8 | ELI LILLY AND CO (LLY) - 2.46% | META PLATFORMS INC CLASS A (META) - 2.04% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.35% | MICRON TECHNOLOGY INC (MU) - 1.58% |
| #10 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.67% | TESLA INC (TSLA) - 1.54% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.62% | ELI LILLY AND CO (LLY) - 1.34% |
| #12 | ABBVIE INC (ABBV) - 1.21% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.20% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.19% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.08% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.91% |
| #16 | PROCTER & GAMBLE CO (PG) - 0.92% | JOHNSON & JOHNSON (JNJ) - 0.87% |
| #17 | THE HOME DEPOT INC (HD) - 0.89% | VISA INC CLASS A (V) - 0.85% |
| #18 | MERCK & CO INC (MRK) - 0.84% | INTEL CORP (INTC) - 0.72% |
| #19 | GE VERNOVA INC (GEV) - 0.77% | WALMART INC (WMT) - 0.70% |
| #20 | KLA CORP (KLAC) - 0.75% | ABBVIE INC (ABBV) - 0.65% |
| #21 | PALO ALTO NETWORKS INC (PANW) - 0.74% | QUALCOMM INC (QCOM) - 0.26% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 0.70% | VERIZON COMMUNICATIONS INC (VZ) - 0.26% |
| #23 | LINDE PLC (LIN) - 0.62% | ARISTA NETWORKS INC (ANET) - 0.26% |
| #24 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.62% | MARVELL TECHNOLOGY INC (MRVL) - 0.26% |
| #25 | ORACLE CORP (ORCL) - 0.57% | NEXTERA ENERGY INC (NEE) - 0.26% |
| Total Holdings | 220 | 925 |
SPUS vs IYY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPUS
+4.28%
IYY
+3.47%
3M
Winner
SPUS
+6.82%
IYY
+6.28%
6M
Winner
SPUS
+15.50%
IYY
+12.66%
1Y
Winner
SPUS
+28.59%
IYY
+23.38%
5Y(CAGR)
Winner
SPUS
+15.42%
IYY
+12.46%
10Y(CAGR)
SPUS
N/A
IYY
+14.89%
Max(CAGR)
Winner
SPUS
+18.84%
IYY
+8.48%
SPUS vs IYY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPUS | IYY |
|---|---|---|
| 2026 | +15.90% | +13.88% |
| 2025 | +19.94% | +17.42% |
| 2024 | +27.91% | +25.12% |
| 2023 | +35.56% | +27.02% |
| 2022 | -23.12% | -19.98% |
| 2021 | +37.94% | +28.14% |
| 2020 | +23.99% | +19.15% |
| 2019 | +0.81% | +30.69% |
| 2018 | N/A | -5.87% |
| 2017 | N/A | +20.44% |
| 2016 | N/A | +13.81% |
| 2015 | N/A | +0.62% |
| 2014 | N/A | +13.91% |
| 2013 | N/A | +29.38% |
| 2012 | N/A | +14.37% |
| 2011 | N/A | +0.06% |
| 2010 | N/A | +14.63% |
| 2009 | N/A | +25.06% |
| 2008 | N/A | -36.28% |
| 2007 | N/A | +5.85% |
| 2006 | N/A | +13.57% |
| 2005 | N/A | +7.14% |
| 2004 | N/A | +12.15% |
| 2003 | N/A | +26.50% |
| 2002 | N/A | -22.31% |
| 2001 | N/A | -8.58% |
| 2000 | N/A | -9.07% |
SPUS vs IYY Drawdown Comparison
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current SPUS drawdown is -0.50%.
| Rank | SPUS | IYY |
|---|---|---|
| #1 | -30.80% Feb 19, 2020 - Jul 6, 2020 | -55.16% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -28.06% Dec 27, 2021 - Dec 12, 2023 | -48.49% Sep 1, 2000 - Oct 12, 2006 |
| #3 | -22.82% Jan 23, 2025 - Jul 2, 2025 | -34.90% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -11.46% Jul 10, 2024 - Oct 14, 2024 | -25.46% Dec 27, 2021 - Dec 14, 2023 |
| #5 | -10.66% Jan 28, 2026 - Apr 15, 2026 | -19.86% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.94% Sep 2, 2020 - Dec 8, 2020 | -19.06% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.19% Feb 12, 2021 - Apr 5, 2021 | -14.48% Jun 23, 2015 - Jun 7, 2016 |
| #8 | -7.58% Jun 2, 2026 - Jul 29, 2026 | -10.01% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -6.71% Sep 3, 2021 - Oct 26, 2021 | -9.56% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -6.56% Mar 22, 2024 - May 15, 2024 | -9.39% Sep 2, 2020 - Nov 11, 2020 |
| #11 | -5.74% Oct 29, 2025 - Jan 27, 2026 | -9.34% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.76% Apr 23, 2021 - Jun 10, 2021 | -8.94% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.50% Dec 16, 2024 - Jan 23, 2025 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.69% Jan 26, 2021 - Feb 4, 2021 | -7.49% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -3.59% Nov 19, 2021 - Dec 8, 2021 | -7.44% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between SPUS and IYY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
SPUS vs IYY dividend yield comparison.
| Year | SPUS | IYY |
|---|---|---|
| 2026 | 0.31% | 0.38% |
| 2025 | 0.60% | 0.95% |
| 2024 | 0.70% | 1.05% |
| 2023 | 0.87% | 1.29% |
| 2022 | 1.21% | 1.48% |
| 2021 | 1.15% | 1.04% |
| 2020 | 1.04% | 1.31% |
| 2019 | 0.00% | 1.80% |
| 2018 | 0.00% | 1.97% |
| 2017 | 0.00% | 1.62% |
| 2016 | 0.00% | 1.81% |
| 2015 | 0.00% | 1.97% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.62% |
| 2012 | 0.00% | 1.99% |
| 2011 | 0.00% | 1.84% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 1.77% |
| 2008 | 0.00% | 2.63% |
| 2007 | 0.00% | 1.57% |
| 2006 | 0.00% | 1.47% |
| 2005 | 0.00% | 1.55% |
| 2004 | 0.00% | 1.59% |
| 2003 | 0.00% | 1.27% |
| 2002 | 0.00% | 1.46% |
| 2001 | 0.00% | 1.07% |
| 2000 | 0.00% | 0.41% |
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