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 Overall Year-To-Date Performance
The ETF has delivered strong gains so far this year, helped by several well-performing large holdings.
Leading Technology Exposure
A large portion of the fund is invested in major technology companies like Nvidia, Apple, and Microsoft, giving investors exposure to a sector that has generally shown strong growth over time.
Healthy Fund Size
With a sizable asset base, the ETF appears well-established, which can support liquidity and ongoing fund operations.
Negative Factors
High Concentration in Top Holdings
A few stocks make up a large share of the portfolio, which increases the impact that any single company’s performance can have on the fund.
Heavy Tilt Toward Technology
More than half of the fund is in the technology sector, so a downturn in tech could significantly hurt overall returns.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little protection if the U.S. market faces broad weakness.
SPUS vs. SPDR S&P 500 ETF (SPY)
AUM3.08B
RegionNorth America
Expense Ratio0.45%
Beta1.13
IssuerSP Funds
Inception DateDec 18, 2019
Dividend Yield0.52%
Asset ClassEquity
Index TrackedS&P 500 Shariah Industry Exclusions Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume673,192
30 Day Avg. Volume496,581
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
70.83Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering216
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPUS Summary
SPUS is an ETF that follows the S&P 500 Shariah Industry Exclusions Index, focusing on large U.S. companies while avoiding businesses tied to alcohol, gambling, and traditional interest-based finance. It is heavily invested in technology and includes well-known names like Apple and Nvidia, along with other major American firms. Someone might consider SPUS for broad exposure to big U.S. companies with an added ethical or faith-based screen, which can also provide diversification. A key risk is that it is very concentrated in tech stocks, so its value can rise or fall sharply with the technology sector and overall stock market.
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 essentially riding the Big Tech and semiconductor wave, with Nvidia and Apple doing much of the heavy lifting as their shares keep rising on AI and services momentum. Microsoft and Alphabet are more mixed, occasionally losing steam and softening the overall tech punch. In the chip corner, Broadcom and AMD have been mostly supportive, while Micron’s choppier path adds some volatility. Tesla, meanwhile, is clearly dragging the fund. With heavy U.S. large-cap tech exposure and minimal presence outside that theme, SPUS is a concentrated bet on America’s digital and AI future.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.88% | $429.07M | $5.42T | 19.49% | 76 Outperform | |
| Apple | 11.77% | $363.99M | $4.57T | 35.69% | 79 Outperform | |
| Microsoft | 9.50% | $293.79M | $3.71T | -3.01% | 79 Outperform | |
| Alphabet Class A | 5.31% | $164.29M | $4.33T | 77.87% | 85 Outperform | |
| Broadcom | 5.18% | $160.20M | $2.04T | 38.99% | 76 Outperform | |
| Micron | 2.53% | $78.21M | $991.12B | 595.93% | 79 Outperform | |
| Eli Lilly & Co | 2.40% | $74.04M | $1.12T | 93.94% | 72 Outperform | |
| Tesla | 2.37% | $73.15M | $1.30T | -2.40% | 73 Outperform | |
| Advanced Micro Devices | 2.02% | $62.30M | $789.07B | 172.56% | 73 Outperform | |
| Exxon Mobil | 1.62% | $50.16M | $629.29B | 50.99% | 74 Outperform |
SPUS Technical Analysis
Positive
―
Price Trends
57.13
Positive
55.12
Positive
52.98
Positive
Market Momentum
0.61
Negative
63.79
Neutral
92.07
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 57.26, equal to the 50-day MA of 57.13, and equal to the 200-day MA of 52.98, indicating a bullish trend. The MACD of 0.61 indicates Negative momentum. The RSI at 63.79 is Neutral, neither overbought nor oversold. The STOCH value of 92.07 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
59.11
12.14
25.85%
RWL
Invesco S&P 500 Revenue ETF
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―
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VFLO
VictoryShares Free Cash Flow ETF
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VONE
Vanguard Russell 1000 ETF
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―
―
JQUA
JPMorgan U.S. Quality Factor ETF
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―
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FELC
Fidelity Enhanced Large Cap Core 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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