SPUS vs VYM
SP Funds S&P 500 Sharia Industry Exclusions ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SPUS delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SPUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $2.8B | $79.0B | |
| Dividend Yield | 0.72% | 2.86% | |
| Holdings | 216 | 568 | |
| YTD Return | +15.49% | +16.10% | |
| 1Y Return | +27.17% | +25.99% | |
| 3Y Return (annualized) | +23.72% | +18.29% | |
| 5Y Return (annualized) | +15.43% | +12.35% | |
| Volatility (annualized) | 18.1% | 14.6% | |
| Max Drawdown | -30.8% | -58.8% | |
| Fund Family | SP Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2019 | Nov 10, 2006 |
SPUS vs VYM Performance
SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) is a ETF from SP Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SPUS returned +27.17% while VYM returned +25.99%. Year to date, SPUS is up 15.49% versus a gain of 16.10% for VYM.
Over three years, SPUS compounded at +23.72% per year against +18.29% for VYM; over five years the annualized figures are +15.43% and +12.35% respectively. Across the full 7-year window we track, SPUS has the edge at +18.50% annualized vs +7.08%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SPUS charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, SPUS currently yields 0.72% against 2.86% for VYM.
Holdings Overlap
SPUS and VYM share 78 holdings out of 698 unique holdings combined, representing a 26.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SPUS or VYM?
SPUS has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, SPUS or VYM?
Over the past year SPUS returned +27.17% vs +25.99% for VYM, so SPUS leads on 1-year performance. Over the longest common window we track (7 years), SPUS annualized +18.50% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, SPUS or VYM?
SPUS has been the more volatile fund at 18.1% annualized versus 14.6% for VYM. Worst drawdown: SPUS -30.8% vs VYM -58.8%.
Should I hold both SPUS and VYM?
SPUS and VYM have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SPUS and VYM?
SPUS and VYM share 78 common holdings with a 26.3% weight overlap. Combined, they hold 698 unique securities.
Which pays a higher dividend, SPUS or VYM?
SPUS yields 0.72% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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