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UMMA
+3.34 · +11.81%
$31.59 · NASDAQ

Wahed Dow Jones Islamic World ETF (UMMA) ETF Analysis | Foreign Large Growth

Wahed Invest · USA
AUM:$229.9M
#– of – in Foreign Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 38.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is UMMA?

The fund is an actively-managed exchange-traded fund ("ETF") that seeks to invests in equity securities of global companies (excluding U. domiciled companies) the characteristics of which meet the requirements of Shariah and are consistent with Islamic principles as interpreted by subject-matter experts (each, a "Shariah Compliant Company").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
UMMA delivered 38.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 48.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$229.9M
Expense Ratio0.65%
Dividend Yield0.95%
Holdings48
Inception DateJan 2022
Domicile–
Distribution–
Index–
ProviderWahed Invest
Beta1.16
CategoryForeign Large Growth
CurrencyUSD
Portfolio Impact

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.6%
1Y
+42.5%
3Y
+79.9%
5Y
+57.0%
OpenBook InsightIf you had invested £10,000 in UMMA 5 years ago, it would have grown to £15,696 — a gain of £5,696.

Annual Returns

Calendar year performance

UMMA delivered positive returns in 4 of the last 5 calendar years.
YearUMMA
2026 YTD+24.4%
2025+26.5%
2024+6.7%
2023+18.3%
2022-21.6%
CAGR 4yr+5.8%
4/5 positive yearsAvg return: +10.9%Worst year: -21.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
23.0%
Moderate
Momentum
+4.8%
30-day change
Support Level
36.21
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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