SP Funds S&P 500 Sharia Industry Exclusions ETF

Shareclass

SP Funds S&P 500 Sharia Industry Ex ETF (SPUS)

Type

Exchange-traded fund

Manager

SP Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

79.6

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 523 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Procter & Gamble Co
1.36% of assets
$14.93M invested
2. Biogen Inc
0.07% of assets
$747,557 invested
3. Boston Scientific Corp
0.51% of assets
$5.56M invested
4. Xylem Inc
0.1% of assets
$1.08M invested
5. Cummins Inc
0.15% of assets
$1.61M invested
6. Accenture PLC Class A
0.66% of assets
$7.29M invested
7. Uber Technologies Inc
0.52% of assets
$5.69M invested
8. PepsiCo Inc
0.7% of assets
$7.68M invested
9. Johnson & Johnson
1.36% of assets
$14.92M invested
10. Colgate-Palmolive Co
0.26% of assets
$2.84M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Rollins Inc
0.05% of assets
$564,505 invested
2. Old Dominion Freight Line Inc Ordinary Shares
0.11% of assets
$1.16M invested
3. Nucor Corp
0.1% of assets
$1.04M invested
4. Steel Dynamics Inc
0.06% of assets
$648,039 invested
5. Super Micro Computer Inc
0.06% of assets
$640,151 invested
6. Garmin Ltd
0.11% of assets
$1.25M invested
7. Microchip Technology Inc
0.09% of assets
$972,266 invested
8. Fair Isaac Corp
0.15% of assets
$1.67M invested
9. Cintas Corp
0.24% of assets
$2.63M invested
10. EPAM Systems Inc
0.03% of assets
$356,252 invested

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Financial performance

Performance data provided by

Find more financial data on SPUS at Morningstar.com

Gender Equality and Returns

Returns chart for SP Funds S&P 500 Sharia Industry Exclusions ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

Family

SP Funds

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.72% more in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

Family

SP Funds

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.72% more in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

Family

SP Funds

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.72% more in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SPUS - SP Funds S&P 500 Sharia Industry Exclusions ETF

3.51%

8.65%

19%

55 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-4.71%

-0.38%

0.72%

Same

Find more financial data on SPUS at Morningstar.com

What's next?

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