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SPUS
+3.14 · +6.52%
$51.31 · NYSE ARCA

SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) ETF Analysis | Large Growth

SP Funds · USA
AUM:$2.1B
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 21.7% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.45% — moderate cost. Consider how fees compound over long holding periods.

What is SPUS?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SPUS delivered 21.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.45%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 56.7% of the ETF — significant weight in a small number of names.
ETF Information
AUM$2.1B
Expense Ratio0.45%
Dividend Yield0.59%
Holdings50
Inception DateDec 2019
Domicile–
Distribution–
Index–
ProviderSP Funds
Beta1.10
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

How would SPUS affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+15.5%
1Y
+24.5%
3Y
+84.4%
5Y
+98.9%
OpenBook InsightIf you had invested £10,000 in SPUS 5 years ago, it would have grown to £19,887 — a gain of £9,887.

Annual Returns

Calendar year performance

SPUS delivered positive returns in 4 of the last 5 calendar years.
YearSPUS
2026 YTD+15.0%
2025+19.9%
2024+27.9%
2023+35.6%
2022-23.1%
CAGR 4yr+12.4%
4/5 positive yearsAvg return: +15.0%Worst year: -23.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
16.1%
Low
Momentum
+4.4%
30-day change
Support Level
57.17
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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