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- Upturn Summary
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- Fund Details
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
09/18/2026: SPUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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.
Analysis of Past Performance
Type ETF | Historic Profit 52.36% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 19, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $3.18B |
| Issuer | SP Funds |
| Expense Ratio | 0.45% |
| Distribution Yield | 0.52% |
| Inception | Dec 17, 2019 |
Performance
| Period | Total Return |
|---|---|
| YTD | +15.33% |
| 1 Year | +22.25% |
| 3 Year | +23.30% |
| 5 Year | +15.06% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 17.18% |
| 3Y Volatility | 15.47% |
| 3Y Sharpe Ratio | 1.1 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 55.72% |
| Large Cap | 29.35% |
| Mid Cap | 13.80% |
| Small Cap | 0.75% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 60.79% |
| Healthcare | 11.87% |
| Consumer Cyclicals | 6.17% |
| Industrials | 6.17% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 22.33x |
| Portfolio P/B | 7.24x |
| Portfolio P/S | 4.84x |
| Holdings Turnover | 5.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 13.37% |
| Apple | 12.81% |
| Microsoft | 9.83% |
| Alphabet Class A | 5.36% |
| Broadcom | 4.26% |
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