SPUS vs VOO
SP Funds S&P 500 Sharia Industry Exclusions ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SPUS delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SPUS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $2.8B | $979.0B | |
| Dividend Yield | 0.72% | 1.09% | |
| Holdings | 216 | 509 | |
| YTD Return | +15.49% | +13.79% | |
| 1Y Return | +27.17% | +23.01% | |
| 3Y Return (annualized) | +23.72% | +21.78% | |
| 5Y Return (annualized) | +15.43% | +13.39% | |
| Volatility (annualized) | 18.1% | 14.1% | |
| Max Drawdown | -30.8% | -34.3% | |
| Fund Family | SP Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2019 | Sep 7, 2010 |
SPUS vs VOO Performance
SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) is a ETF from SP Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SPUS returned +27.17% while VOO returned +23.01%. Year to date, SPUS is up 15.49% versus a gain of 13.79% for VOO.
Over three years, SPUS compounded at +23.72% per year against +21.78% for VOO; over five years the annualized figures are +15.43% and +13.39% respectively. Across the full 7-year window we track, SPUS has the edge at +18.50% annualized vs +13.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPUS has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -30.8% for SPUS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SPUS charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, SPUS currently yields 0.72% against 1.09% for VOO.
Holdings Overlap
SPUS and VOO share 213 holdings out of 510 unique holdings combined, representing a 58.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, SPUS or VOO?
SPUS has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, SPUS or VOO?
Over the past year SPUS returned +27.17% vs +23.01% for VOO, so SPUS leads on 1-year performance. Over the longest common window we track (7 years), SPUS annualized +18.50% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, SPUS or VOO?
SPUS has been the more volatile fund at 18.1% annualized versus 14.1% for VOO. Worst drawdown: SPUS -30.8% vs VOO -34.3%.
Should I hold both SPUS and VOO?
SPUS and VOO have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SPUS and VOO?
SPUS and VOO share 213 common holdings with a 58.1% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, SPUS or VOO?
SPUS yields 0.72% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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