SPUS - ETF AI Analysis
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SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Technology Holdings
Several major technology names in the top holdings have delivered strong returns, helping drive the fund’s overall performance.
Large Asset Base
The fund manages a sizable pool of assets, which can support liquidity and trading efficiency for everyday investors.
Negative Factors
Heavy Tech Concentration
With more than half of the portfolio in technology stocks, the fund is highly sensitive to swings in the tech sector.
Underperforming Big Names
Some large positions, including well-known technology and healthcare companies, have shown weak performance this year, which can drag on returns.
High U.S. Market Dependence
The ETF is almost entirely invested in U.S. stocks, offering very limited geographic diversification if the U.S. market struggles.
SPUS vs. SPDR S&P 500 ETF (SPY)
AUM2.45B
RegionNorth America
Expense Ratio0.45%
Beta1.12
IssuerSP Funds
Inception DateDec 18, 2019
Dividend Yield0.57%
Asset ClassEquity
Index TrackedS&P 500 Shariah Industry Exclusions Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume506,060
30 Day Avg. Volume658,190
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
63.04Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering217
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPUS Summary
SPUS is an ETF that follows the S&P 500 Sharia Industry Exclusions Index, giving you exposure to large U.S. companies while avoiding businesses involved in alcohol, gambling, and traditional interest-based finance. It holds many well-known names like Apple and Nvidia, with a strong focus on technology and other major sectors of the U.S. economy. Someone might invest in SPUS to seek long-term growth from big American companies while also following Islamic or ethical investing principles. A key risk is that it is heavily tilted toward tech stocks, so its price can rise and fall sharply with that sector.
How much will it cost me?The SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to ensure compliance with Sharia principles, which requires additional screening and oversight. Despite the higher cost, it may appeal to investors seeking ethical and faith-based investment options.
What would affect this ETF?The SPUS ETF, with its focus on U.S. large-cap stocks and heavy exposure to technology, could benefit from continued innovation and growth in the tech sector, as well as strong performance from top holdings like Nvidia and Microsoft. However, it may face challenges if regulatory scrutiny increases on major tech companies or if economic conditions lead to reduced consumer spending, which could impact sectors like Consumer Cyclical. Additionally, its Sharia-compliant nature limits diversification, excluding industries like financial services, which could affect resilience during market downturns.
SPUS Top 10 Holdings
SPUS is riding a powerful U.S. tech wave, with Nvidia, Apple, Microsoft, Alphabet, and Broadcom doing most of the heavy lifting. Broadcom and Nvidia are the real engines lately, while Alphabet and Apple are steadily adding fuel. Microsoft’s performance has been more mixed, occasionally tapping the brakes, and Tesla has been dragging the fund as its momentum cools. Outside this tech-heavy core, smaller positions in health care and energy, like Eli Lilly and Exxon Mobil, play supporting roles but don’t change the story: this is a U.S.-centric, AI-and-megacap-tech-driven ETF.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.65% | $333.38M | $4.82T | 74.38% | 76 Outperform | |
| Apple | 11.65% | $284.33M | $4.06T | 39.19% | 79 Outperform | |
| Microsoft | 8.71% | $212.75M | $3.07T | -5.17% | 79 Outperform | |
| Alphabet Class A | 6.36% | $155.23M | $4.62T | 133.39% | 85 Outperform | |
| Broadcom | 5.66% | $138.08M | $1.97T | 107.50% | 76 Outperform | |
| Tesla | 3.11% | $75.98M | $1.47T | 40.05% | 73 Outperform | |
| Eli Lilly & Co | 2.16% | $52.76M | $911.54B | 17.83% | 72 Outperform | |
| Exxon Mobil | 1.81% | $44.13M | $638.82B | 48.82% | 74 Outperform | |
| Micron | 1.73% | $42.19M | $650.08B | 616.80% | 79 Outperform | |
| Advanced Micro Devices | 1.66% | $40.63M | $556.83B | 239.54% | 73 Outperform |
SPUS Technical Analysis
Positive
―
Price Trends
50.84
Positive
51.02
Positive
49.87
Positive
Market Momentum
1.20
Negative
75.23
Negative
88.01
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 52.99, equal to the 50-day MA of 50.84, and equal to the 200-day MA of 49.87, indicating a bullish trend. The MACD of 1.20 indicates Negative momentum. The RSI at 75.23 is Negative, neither overbought nor oversold. The STOCH value of 88.01 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPUS.
SPUS Peer Comparison
Comparison Results
Performance Comparison
SPUS
SP Funds S&P 500 Sharia Industry Exclusions ETF
55.60
16.62
42.64%
PRF
Invesco FTSE RAFI US 1000 ETF
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MGC
Vanguard Mega Cap ETF
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SPYI
NEOS S&P 500 High Income ETF
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―
RWL
Invesco S&P 500 Revenue ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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