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Upturn AI Summary
SP Funds S&P World ETF(SPWO)
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 SPWO
11/06/2026: SPWO (2-star) is currently NOT-A-BUY. Pass it for now.
SPWO provides global equity exposure by tracking the S&P Shariah World Index, ensuring investments meet Islamic financial standards. Its core strength lies in its specialized screening, making it a key tool for value-aligned investors, though it carries higher costs and lower liquidity than mainstream indices. It is best used as a core global equity holding for those restricted by faith-based mandates, but investors must monitor sector concentration risks and expense impacts over time.
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 portfolio leans toward growth-oriented sectors like technology, which often pass Sharia screening criteria. |
| Momentum investor | Mixed fit | Momentum suitability depends on the specific performance trend of global equities and the fund's current sector weightings. |
| Value investor | Mixed fit | The fund's focus on Sharia-compliant companies may exclude many traditional value stocks, such as banks and insurance companies. |
| Dividend/Income investor | Weak fit | The index focus is on total return and screening compliance rather than high dividend yield. |
| Low-risk investor | Weak fit | As an equity-heavy global fund, it carries significant market volatility inherent in global stock markets. |
Investor Profile
Ideal Investor Profile
Investors seeking global equity exposure while adhering to strict Islamic financial and ethical guidelines.
Suitability
Best suited for long-term passive index followers who prioritize value-based alignment over low-cost tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund is subject to global equity market fluctuations and sector-specific risks. |
| Market risk | High | Global economic events directly impact the value of the underlying stock holdings. |
| Concentration | Medium | Sharia-compliant screening can lead to overweighting in specific sectors like technology. |
| Tracking/expense | Medium | The expense ratio is higher than plain-vanilla broad-market ETFs. |
| Liquidity | Medium / high | Lower trading volumes can increase the cost of entering or exiting positions during market stress. |
| Business/sector quality | Medium | Exclusions limit the universe of companies, potentially missing out on entire industry segments. |
Risk Analysis
Volatility
SPWO exhibits volatility consistent with global equity benchmarks, compounded by sector concentration risk.
Market Risk
The fund is fully exposed to systematic risks associated with global stocks, including geopolitical and economic developments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Global Developed and Emerging Markets | 98 | Provides broad geographic diversification through companies screened for Islamic financial principles. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Minor liquidity held for fund operations and daily cash flow management. |
Analysis of Past Performance
Type ETF | Historic Profit 15.49% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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