SPUS ETF ANALYSIS

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SPUS ETF FUNDAMENTALS
SPUS ETF PERFORMANCE

SPUS ISSUER

The issuer of the SPUS ETF, which seeks to track an index comprising U.S. large capitalization companies meeting specific environmental, social, and governance (ESG) criteria, is committed to promoting responsible investing. This issuer collaborates with MSCI Inc., a renowned index provider, to ensure that the ETF reflects the ESG performance of companies in various sectors. By excluding businesses involved in controversial activities and emphasizing sustainability, the issuer aims to provide investors with an ESG-conscious investment option that aligns with their values and financial goals.

SPUS DIVIDEND

While the SPUS ETF primarily focuses on its ESG criteria, its dividend distribution follows the performance of the MSCI USA Index, comprised of large-cap U.S. companies. Dividend distributions typically occur on a quarterly basis and are influenced by the individual dividend policies and performances of the constituent companies. SPUS, with its emphasis on ESG factors, offers investors the potential for both sustainable investing and dividend returns.

SPUS TRACKING

The SPUS ETF, or the S&P 500 Innovative Growth ETF, primarily seeks to track the performance of the S&P 500 Index. This exchange-traded fund invests primarily in large-cap U.S. equity securities listed on U.S. securities exchanges. SPUS focuses on companies that utilize innovative technologies or ideas to gain a competitive edge over their peers. The fund's investment approach is characterized by a three-component process, which includes macroeconomic analysis, fundamental research, and technical analysis. With its emphasis on innovation and a bottom-up security selection process, SPUS aims to mirror the performance of the S&P 500 while capitalizing on growth opportunities within the index.

SPUS CORRELATION

Understanding the correlation dynamics of the SPUS ETF, known as the Principal U.S. Mega-Cap Multi-Factor ETF, is essential for investors seeking exposure to mega-cap U.S. stocks. This ETF is designed to track an index of mega-cap companies, and its correlation with the broader U.S. equity market plays a crucial role in assessing its performance. By analyzing SPUS's correlation with other asset classes and sectors, investors can make informed decisions about portfolio diversification and risk management. For in-depth analysis and visualization of correlations, the ETF Insider web app provides a valuable tool, offering insights into how SPUS aligns with various market trends and assets, facilitating smarter investment strategies.

SPUS SECTOR

The SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) is primarily focused on the sectors that conform to Sharia principles. This ETF excludes companies involved in industries such as alcohol, tobacco, gambling, and others that are considered non-compliant with Islamic ethical guidelines. By adhering to these sector exclusions, SPUS aims to provide Muslim investors with an investment option that aligns with their values while offering exposure to the broader U.S. stock market. This approach caters to a specific sector of ethical investors who seek to combine financial goals with ethical considerations.

SPUS EXPOSURE

The SPUS ETF, or S&P 500 U.S. Sector Exposure ETF, is designed to provide investors with exposure to various sectors within the U.S. equity market. The fund tracks an index composed of select sectors from the S&P 500, offering a diversified approach to investing in America's leading companies. SPUS allows investors to tailor their portfolio strategies by targeting specific sectors or gaining broad market exposure while benefiting from the strong track record of the S&P 500.

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FREQUENTLY ASKED QUESTIONS

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What is the SPUS ETF?
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