USCL vs SPUS
Comparison between ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
USCL vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USCL
$2.80B
Winner
SPUS
$2.90B
Expense Ratio
Winner
USCL
0.08%
SPUS
0.45%
Max Drawdown
Winner
USCL
19.23%
SPUS
30.80%
Sharpe Ratio
USCL
0.91
Winner
SPUS
1.30
5Y Beta
Winner
USCL
0.95
SPUS
1.12
P/E Ratio
Winner
USCL
27.19
SPUS
33.22
Forward P/E
Winner
USCL
22.46
SPUS
22.79
PEG Ratio
USCL
N/A
SPUS
0.32
5Y Dividends CAGR
USCL
N/A
SPUS
-0.43%
5Y EPS CAGR
USCL
30.28%
Winner
SPUS
31.19%
Debt to Equity
Winner
USCL
55.64%
SPUS
67.34%
P/S Ratio
Winner
USCL
4.35
SPUS
5.59
P/B Ratio
Winner
USCL
6.72
SPUS
9.41
USCL vs SPUS - Holdings Comparison
USCL and SPUS have 155 common holdings. Overlap is 52.24%
USCL's top 25 holdings weight is 55.68%. SPUS's top 25 holdings weight is 70.11%.
| Rank | USCL | SPUS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.38% | NVIDIA CORP (NVDA) - 13.32% |
| #2 | APPLE INC (AAPL) - 8.42% | APPLE INC (AAPL) - 12.77% |
| #3 | MICROSOFT CORP (MSFT) - 6.28% | MICROSOFT CORP (MSFT) - 7.84% |
| #4 | AMAZON.COM INC (AMZN) - 4.64% | ALPHABET INC CLASS A (GOOGL) - 5.40% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.70% | BROADCOM INC (AVGO) - 4.85% |
| #6 | BROADCOM INC (AVGO) - 3.16% | MICRON TECHNOLOGY INC (MU) - 2.90% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.92% | TESLA INC (TSLA) - 2.83% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.21% | ELI LILLY AND CO (LLY) - 2.46% |
| #9 | ELI LILLY AND CO (LLY) - 1.82% | ADVANCED MICRO DEVICES INC (AMD) - 2.35% |
| #10 | TESLA INC (TSLA) - 1.75% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.67% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.46% | JOHNSON & JOHNSON (JNJ) - 1.62% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.35% | ABBVIE INC (ABBV) - 1.21% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.21% | APPLIED MATERIALS INC (AMAT) - 1.20% |
| #14 | VISA INC CLASS A (V) - 1.13% | CISCO SYSTEMS INC (CSCO) - 1.19% |
| #15 | WALMART INC (WMT) - 0.93% | LAM RESEARCH CORP (LRCX) - 1.08% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.87% | PROCTER & GAMBLE CO (PG) - 0.92% |
| #17 | ABBVIE INC (ABBV) - 0.85% | THE HOME DEPOT INC (HD) - 0.89% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.82% | MERCK & CO INC (MRK) - 0.84% |
| #19 | n/a (PLTR) - 0.69% | GE VERNOVA INC (GEV) - 0.77% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 0.66% | KLA CORP (KLAC) - 0.75% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.30% | PALO ALTO NETWORKS INC (PANW) - 0.74% |
| #22 | SALESFORCE INC (CRM) - 0.29% | TEXAS INSTRUMENTS INC (TXN) - 0.70% |
| #23 | PFIZER INC (PFE) - 0.29% | LINDE PLC (LIN) - 0.62% |
| #24 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.28% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.62% |
| #25 | ABBOTT LABORATORIES (ABT) - 0.27% | ORACLE CORP (ORCL) - 0.57% |
| Total Holdings | 366 | 220 |
USCL vs SPUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USCL
+3.94%
SPUS
+3.25%
3M
Winner
USCL
+3.03%
SPUS
+1.63%
6M
USCL
+11.59%
Winner
SPUS
+12.87%
1Y
USCL
+14.54%
Winner
SPUS
+24.68%
5Y(CAGR)
USCL
N/A
SPUS
+14.58%
Max(CAGR)
Winner
USCL
+19.71%
SPUS
+18.37%
USCL vs SPUS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | USCL | SPUS |
|---|---|---|
| 2026 | +9.17% | +13.78% |
| 2025 | +14.58% | +19.94% |
| 2024 | +27.52% | +27.91% |
| 2023 | +12.72% | +35.56% |
| 2022 | N/A | -23.12% |
| 2021 | N/A | +37.94% |
| 2020 | N/A | +23.99% |
| 2019 | N/A | +0.81% |
USCL vs SPUS Drawdown Comparison
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current USCL drawdown is -1.70%. The current SPUS drawdown is -2.31%.
| Rank | USCL | SPUS |
|---|---|---|
| #1 | -18.99% Feb 19, 2025 - Jun 30, 2025 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -10.24% Jan 12, 2026 - Apr 17, 2026 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -10.00% Jul 31, 2023 - Nov 30, 2023 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -8.58% Jul 16, 2024 - Sep 19, 2024 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -5.61% Oct 28, 2025 - Dec 24, 2025 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -5.42% Mar 28, 2024 - May 15, 2024 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -4.87% Jun 2, 2026 - Aug 3, 2026 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -4.69% Dec 11, 2024 - Jan 30, 2025 | -7.58% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -2.57% Oct 8, 2025 - Oct 24, 2025 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #10 | -2.45% Jun 15, 2023 - Jun 30, 2023 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #11 | -2.44% Jul 25, 2025 - Aug 13, 2025 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #12 | -2.39% Oct 18, 2024 - Nov 6, 2024 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #13 | -2.19% Nov 11, 2024 - Nov 26, 2024 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #14 | -2.01% Aug 13, 2026 - Aug 20, 2026 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -1.82% Jan 29, 2024 - Feb 2, 2024 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
Correlation
Correlation between USCL and SPUS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
USCL vs SPUS dividend yield comparison.
| Year | USCL | SPUS |
|---|---|---|
| 2026 | 0.51% | 0.31% |
| 2025 | 1.10% | 0.60% |
| 2024 | 1.18% | 0.70% |
| 2023 | 0.85% | 0.87% |
| 2022 | 0.00% | 1.21% |
| 2021 | 0.00% | 1.15% |
| 2020 | 0.00% | 1.04% |
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