US Stocks

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

The Halal version of the S&P 500

Tracks the S&P 500 Shariah Index. Exposure to the largest, most profitable companies in the US. This is the standard "backbone" for a growth portfolio, filtering out non-compliant debt and industries.

1-year return
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Planning assumption
7.0%Low
Volatility
15.0%Medium
Expense ratio
0.45%

Planning assumption: the long-run, per-asset-class return and volatility our builder and projections use. Set conservatively; it is not a forecast of next year.

Compliance

Screening & certification

BDS exposure

Certification

Certification date
August 27, 2024
Methodology
S&P Shariah Indices

Analysis

Performance

Price History

Price data: EODHDPrices and returns in the fund’s listing currency.
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Market Correlations

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No correlation data available for this asset.

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Portfolio contents

Holdings & screening

Screening Methodology

We screen all holdings against the AFSC Investigate Database to identify companies complicit in state violence and occupation.

Target
1.0x

On AFSC’s divestment shortlist. Full weight in the exposure score.

Watchlist
0.10x

Listed by AFSC, outside its shortlist. One-tenth weight in the score.

Holdings List
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