UMMA · Wahed Dow Jones Islamic World ETF
UMMA is actively managed and returned +31.3% over the past year.
Points (pts) are percentage points.
| Window | Total return | S&P 500 (SPY) | Gap to SPY |
|---|---|---|---|
| 1M Sep 9 – Oct 9, 2026 | −0.1% | +2.4% | −2.5 pts |
| 3M Jul 10 – Oct 9, 2026 | −1.4% | +3.4% | −4.8 pts |
| 6M Apr 10 – Oct 9, 2026 | +13.0% | +15.2% | −2.2 pts |
| YTD Dec 31, 2025 – Oct 9, 2026 | +25.9% | +15.1% | +10.8 pts |
| 1Y Oct 9, 2025 – Oct 9, 2026 | +31.3% | +17.3% | +14.0 pts |
| 3Y Oct 10, 2023 – Oct 9, 2026 | +87.0% | +85.8% | +1.2 pts |
| Since launch Jan 7, 2022 – Oct 9, 2026 | +55.4% | +78.0% | −22.6 pts |
Total return at closing prices, distributions reinvested. Every column is a total return. Year to date runs from the last close of the year before. Source: ETFIQ.
UMMA top ten by weight, 48.8% of the fund, of its 93 equity positions, from the holdings filed for May 31, 2026. Source: the fund’s SEC filing.
In plain words
Questions people ask about UMMA
- How has UMMA performed?
- Over the year to Oct 9, 2026, UMMA returned +31.3% with distributions reinvested, against +17.3% for the S&P 500. Over three years the figure is +87.0%.
- What does UMMA cost?
- The prospectus expense ratio is 0.65% a year.
- What does UMMA hold?
- 93 positions as filed for May 31, 2026, with the top ten at 48.8% of the fund. 0% of its weight is in stocks the S&P 500 also holds.
- How far is UMMA below its high?
- 7.7% below its high of Jun 22, 2026, measured on the reinvested series to Oct 9, 2026.
ETFIQ links to the documents behind every figure; a link is not an endorsement.
Cite this pageCitation, APA and Markdown
ETFIQ, UMMA, stock fund, data as of Oct 9, 2026. https://etfiq.com/funds/umma
ETFIQ. (Oct 9, 2026). UMMA, stock fund. Retrieved from https://etfiq.com/funds/umma
[UMMA, stock fund (ETFIQ, Oct 9, 2026)](https://etfiq.com/funds/umma)
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