(SPUS) SP Funds SP500 Sharia - NYSE

ETF Category: Large Growth | Exchange: NYSE (USA) | Market Cap: 2.784m USD | Total Return: 32.9% in 12m

Sharia Equities, Large-Cap Stocks, Growth Stocks
Total Rating 65
Safety 26
Buy Signal -0.18
Large Growth
Category Rotation: -14.0
TER: 0.45%
AUM: 2.78B
Avg Turnover: 30.5M
Risk 3d forecast
Volatility24.6%
VaR 5th Pctl4.60%
VaR vs Median3.82%
Reward TTM
Sharpe Ratio1.72
Rel. Str. IBD68
Rel. Str. Peer Group79.7
Character TTM
Beta1.213
Beta Downside1.204
Hurst Exponent0.491
Drawdowns 3y
Max DD22.82%
CAGR/Max DD0.99
CAGR/Mean DD7.83

Warnings

No concerns identified

Tailwinds

Shakeout

Description: SPUS SP Funds SP500 Sharia

The SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) tracks an index of S&P 500 constituents that comply with Islamic religious law. The fund mandates that at least 80% of its assets remain invested in Sharia-compliant companies, utilizing a non-diversified management approach to replicate its benchmark index.

To maintain Sharia compliance, the fund excludes specific sectors such as Aerospace & Defense and Financial Exchanges. This strategy removes companies involved in conventional interest-based finance and weapons manufacturing, resulting in a portfolio heavily weighted toward technology and healthcare sectors. For deeper insights into how these sector exclusions impact long-term performance metrics, you may find ValueRay to be a useful resource.

The ETF specifically filters out sub-industries like Data Processing & Outsourced Services, which often include firms with high debt-to-equity ratios or prohibited interest income. Since its 2019 inception, SPUS has operated as a Large Growth vehicle, focusing on high-quality equities that meet stringent debt-screening and ethical business requirements.

Headlines to Watch Out For
  • Megacap technology earnings drive performance due to high index concentration
  • Interest rate shifts impact valuations of growth-heavy Sharia-compliant holdings
  • Exclusion of financial and defense sectors creates tracking error versus S&P 500
  • Global demand for Islamic finance products increases fund total assets under management
What is the price of SPUS shares?

As of June 11, 2026, the stock is trading at USD 56.51 with a total of 1,021,211 shares traded.
Over the past week, the price has changed by -5.04%, over one month by -0.01%, over three months by +12.22% and over the past year by +32.85%.

Is SPUS a buy, sell or hold?

SP Funds SP500 Sharia has no consensus analysts rating.