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- Upturn Summary
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Upturn AI Summary
SP Funds S&P 500 Sharia Industry Exclusions ETF(SPUS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SPUS
10/30/2026: SPUS (3-star) is a WEAK-BUY. BUY for 60 days. Simulated Profits (-1.12%). Updated daily EoD!
SPUS provides retail investors with access to a portfolio of US large-cap equities that adhere to Sharia-compliant principles, effectively acting as an ethical alternative to standard S&P 500 trackers. Its main strengths include strong liquidity, issuer specialization, and a disciplined screening methodology that removes companies with excessive debt or prohibited activities. The fund is best used as a core holding for those seeking long-term growth while maintaining religious or ethical financial standards. Key risks include sector concentration—particularly the absence of financial stocks—and sensitivity to broader US equity market downturns. It is most suitable for long-term, ethically-conscious investors who should monitor the fund's expense ratio and performance relative to the broader S&P 500.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund's bias toward large-cap, high-quality companies aligns well with growth-oriented investment goals. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors can capitalize on the fund's tendency to hold leading US technology and large-cap stocks. |
| Value investor | Mixed fit | While the screening process removes high-debt companies, the portfolio may lack traditional value stocks that carry high leverage. |
| Dividend/Income investor | Mixed fit | The fund prioritizes capital appreciation, though many constituent companies pay dividends. |
| Low-risk investor | Medium | As an equity-focused ETF, it carries inherent market risks regardless of its Sharia-compliant screening. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual seeking long-term growth through US equities while strictly adhering to Islamic financial and ethical guidelines.
Suitability
SPUS is most suitable for long-term investors seeking passive index-like exposure within an ethical framework.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund fluctuates with the broader US equity market. |
| Market risk | High | Systemic risks affecting the US economy can negatively impact the portfolio. |
| Concentration | Medium / high | The portfolio is concentrated in large-cap stocks that meet specific ethical and financial screens. |
| Tracking/expense | Low | Management expenses are reasonable relative to the specialized nature of the fund. |
| Liquidity | Low | Strong secondary market trading ensures low liquidity risk for investors. |
| Business/sector quality | Medium | Exclusions may lead to under-representation in certain sectors like financials. |
Risk Analysis
Volatility
Exhibits volatility characteristic of a diversified large-cap equity portfolio, occasionally magnified by its exclusion of defensive financial stocks.
Market Risk
The fund is fully exposed to systematic market risk; its performance is highly correlated with the broader US economy and corporate earnings growth.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98 | The portfolio consists primarily of large-capitalization US companies that pass Islamic financial and activity screens. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is maintained for liquidity and to facilitate daily rebalancing or redemptions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 51.17% | Avg. Invested days 73 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/30/2026 |
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