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Upturn AI SWOT - About
SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS)
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Upturn Advisory Summary
07/11/2025: SPUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 39.95% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 33.26 - 44.52 | Updated Date 06/30/2025 |
52 Weeks Range 33.26 - 44.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
SP Funds S&P 500 Sharia Industry Exclusions ETF
ETF Overview
Overview
The SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) seeks to track the performance of the S&P 500 Shariah Industry Exclusions Index. It aims to provide investment results that correspond generally to the price and yield performance of the index, which screens companies in the S&P 500 based on Shariah compliance standards, excluding businesses involved in certain industries such as alcohol, tobacco, gambling, pork-related products, conventional financial services, and defense.
Reputation and Reliability
SP Funds is a smaller ETF provider focused on values-based investing. Their reputation is building within the niche of Shariah-compliant ETFs, though they lack the scale and established track record of larger issuers.
Management Expertise
The management team has experience in both financial markets and Shariah-compliant investing, providing a focused approach to this specific segment.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the S&P 500 Shariah Industry Exclusions Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the S&P 500 Shariah Industry Exclusions Index.
Composition The ETF primarily holds stocks of large-cap U.S. companies that meet Shariah compliance standards. It excludes companies involved in prohibited industries.
Market Position
Market Share: SPUS has a relatively small market share within the broad market ETF sector, reflecting its niche focus on Shariah-compliant investing.
Total Net Assets (AUM): 66000000
Competitors
Key Competitors
- HLAL
Competitive Landscape
The Shariah-compliant ETF market is relatively small. SPUS's advantage lies in its established tracking of the S&P 500 Shariah Industry Exclusions Index. The disadvantage is its smaller size compared to broad market ETFs.
Financial Performance
Historical Performance: Historical performance data varies depending on the time period analyzed and can be obtained from financial data providers. Please check related websites for up-to-date and precise information.
Benchmark Comparison: The ETF's performance is compared to the S&P 500 Shariah Industry Exclusions Index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, meaning it experiences a manageable number of shares exchanged daily.
Bid-Ask Spread
The bid-ask spread is typically reasonable but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, investor sentiment towards ethical investing, and the performance of underlying sectors within the S&P 500 influence SPUS.
Growth Trajectory
Growth depends on increased adoption of Shariah-compliant investing principles and overall market performance.
Moat and Competitive Advantages
Competitive Edge
SPUS provides a unique offering by combining exposure to the S&P 500 with Shariah compliance. It caters to investors seeking to align their investments with Islamic principles. It offers a diversified portfolio within the Shariah-compliant space, particularly for those prioritizing large-cap U.S. equities. While not having the cost advantages of larger issuers, it provides a specific values-based investing option.
Risk Analysis
Volatility
The ETF's volatility is similar to that of the S&P 500, reflecting the volatility of the underlying large-cap U.S. stocks.
Market Risk
Market risk is the primary risk, as the ETF's performance is tied to the overall performance of the stock market and the sectors included in the index. Compliance with Sharia principles may also result in lower diversification.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who adheres to Shariah investment principles and seeks exposure to the U.S. stock market while avoiding companies involved in prohibited industries. They may be Muslim investors or those seeking socially responsible investments.
Market Risk
SPUS is suitable for long-term investors seeking Shariah-compliant exposure to the U.S. stock market. It can also be part of a diversified portfolio.
Summary
SP Funds S&P 500 Sharia Industry Exclusions ETF offers a Shariah-compliant way to invest in the S&P 500. It tracks the S&P 500 Shariah Industry Exclusions Index, excluding companies involved in certain prohibited sectors. Its performance mirrors the index. It's suitable for investors adhering to Islamic principles, but investors should be aware that the market cap is relatively small. It offers a values-based choice within the U.S. equity market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SP Funds Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions are subject to change, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SP Funds S&P 500 Sharia Industry Exclusions ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is composed of the constituents of the S&P 500® Shariah Index other than those from the following sub-industries: Aerospace & Defense, Financial Exchanges & Data, and Data Processing & Outsourced Services. The manager attempts to invest all, or substantially all, of its assets in the component securities of the index. Under normal circumstances, at least 80% of the fund's total assets will be invested in sharia companies that are component securities of the index. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.