Compliant 50 vs S&P 500
Trailing one-year performance of an equal-weight basket of the 50 largest Shariah-compliant S&P 500 companies against the S&P 500 index.
+84.7%
Compliant 50, trailing 1y
+20.1%
S&P 500 index, trailing 1y
+64.6%
Excess return
1.25
Beta vs S&P 500
Growth of 100 — trailing one year
Risk statistics
| Metric | Compliant 50 | S&P 500 |
|---|---|---|
| Total return (1y) | +84.7% | +20.1% |
| Annualised volatility | +18.5% | +12.9% |
| Maximum drawdown | -10.1% | -9.1% |
Best and worst constituents, trailing 1y
| Ticker | Company | Sector | 1y return |
|---|---|---|---|
SNDK | Sandisk | Information Technology | +3825.4% |
WDC | Western Digital | Information Technology | +604.5% |
STX | Seagate Technology | Information Technology | +532.0% |
INTC | Intel | Information Technology | +337.4% |
DELL | Dell Technologies | Information Technology | +251.8% |
LRCX | Lam Research | Information Technology | +249.7% |
AMAT | Applied Materials | Information Technology | +229.8% |
MRVL | Marvell Technology | Information Technology | +206.0% |
AMD | Advanced Micro Devices | Information Technology | +187.3% |
GLW | Corning Inc. | Information Technology | +167.3% |
| ⋯ | |||
META | Meta Platforms | Communication Services | -25.6% |
CRM | Salesforce | Information Technology | -21.1% |
UBER | Uber | Industrials | -20.2% |
ABT | Abbott Laboratories | Health Care | -13.3% |
MSFT | Microsoft | Information Technology | -6.4% |
Methodology & caveats
The Compliant 50 is the 50 largest S&P 500 companies (by market capitalisation) that pass the nightly AAOIFI Standard 21 screen, equal-weighted and rebalanced daily, using dividend- and split-adjusted closes. Both series are indexed to 100 one year ago.
Read the outperformance carefully. Three biases work in the basket's favour:
- Look-ahead / survivorship: constituents are today's compliant list applied backwards. A company that was non-compliant for most of the year but compliant today is included for the whole window. This is a trailing portrait of the current basket, not a tradable track record.
- Equal weighting vs a cap-weighted benchmark: the index weights mega-caps; equal weighting gives its smallest members 25× the index's relative exposure.
- Concentration: excluding financials tilts the basket toward technology — in the current window the AI-memory rally (SNDK, WDC, STX) accounts for most of the excess return.
Nothing on this page is investment advice or a solicitation. Data
quality guard: any constituent showing a >60% single-day move
(an unadjusted-split artifact) is dropped from the basket and listed in
meta.errors.