IBTP vs UMMA
Comparison between ISHARES IBONDS DEC 2034 TERM TREASURY ETF (IBTP, ETF) and WAHED DOW JONES ISLAMIC WORLD ETF (UMMA, ETF).
IBTP vs UMMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTP
$285M
UMMA
$285M
Expense Ratio
Winner
IBTP
0.07%
UMMA
0.65%
Max Drawdown
Winner
IBTP
8.50%
UMMA
35.35%
Sharpe Ratio
IBTP
-0.44
Winner
UMMA
1.45
5Y Beta
Winner
IBTP
0.01
UMMA
0.98
IBTP vs UMMA - Historical Returns
Returns include dividend reinvestment.
1M
IBTP
+0.88%
Winner
UMMA
+6.09%
3M
Winner
IBTP
+0.28%
UMMA
+0.19%
6M
IBTP
-1.89%
Winner
UMMA
+9.03%
1Y
IBTP
+1.92%
Winner
UMMA
+44.73%
5Y(CAGR)
IBTP
N/A
UMMA
+10.43%
Max(CAGR)
IBTP
+3.65%
Winner
UMMA
+10.43%
IBTP vs UMMA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IBTP | UMMA |
|---|---|---|
| 2026 | -0.31% | +25.51% |
| 2025 | +8.08% | +26.56% |
| 2024 | +0.42% | +6.71% |
| 2023 | N/A | +18.29% |
| 2022 | N/A | -21.65% |
IBTP vs UMMA Drawdown Comparison
The maximum drawdown for IBTP was -7.40%, occurring on Jan 14, 2025. Recovery took 242 trading sessions.
The maximum drawdown for UMMA was -34.19%, occurring on Oct 14, 2022. Recovery took 587 trading sessions.
The current IBTP drawdown is -2.56%. The current UMMA drawdown is -6.00%.
| Rank | IBTP | UMMA |
|---|---|---|
| #1 | -7.40% Sep 16, 2024 - Sep 4, 2025 | -34.19% Jan 12, 2022 - May 15, 2024 |
| #2 | -3.98% Feb 27, 2026 - May 19, 2026 | -18.72% Sep 26, 2024 - Jun 4, 2025 |
| #3 | -1.93% Jun 14, 2024 - Jul 11, 2024 | -14.92% Feb 25, 2026 - May 5, 2026 |
| #4 | -1.67% Aug 5, 2024 - Sep 4, 2024 | -13.82% Jun 22, 2026 - Jul 29, 2026 |
| #5 | -1.49% Nov 26, 2025 - Feb 12, 2026 | -10.15% Jul 16, 2024 - Sep 26, 2024 |
| #6 | -1.31% Oct 22, 2025 - Nov 25, 2025 | -7.35% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -1.09% Sep 11, 2025 - Oct 14, 2025 | -5.79% Oct 20, 2025 - Dec 5, 2025 |
| #8 | -1.03% Jul 17, 2024 - Jul 30, 2024 | -5.61% Jul 23, 2025 - Sep 15, 2025 |
| #9 | -0.33% Jul 12, 2024 - Jul 16, 2024 | -4.46% Oct 6, 2025 - Oct 20, 2025 |
| #10 | -0.25% Sep 10, 2024 - Sep 16, 2024 | -3.89% Jun 12, 2025 - Jun 27, 2025 |
| #11 | -0.23% Feb 13, 2026 - Feb 23, 2026 | -3.60% Dec 10, 2025 - Dec 24, 2025 |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | -3.37% May 14, 2026 - May 21, 2026 |
| #13 | -0.13% Sep 8, 2025 - Sep 10, 2025 | -2.94% Jan 28, 2026 - Feb 6, 2026 |
| #14 | -0.11% Feb 23, 2026 - Feb 26, 2026 | -2.52% Jan 7, 2022 - Jan 12, 2022 |
| #15 | -0.08% Oct 14, 2025 - Oct 16, 2025 | -2.50% Jan 16, 2026 - Jan 23, 2026 |
Correlation
Correlation between IBTP and UMMA is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2022 - 2026)
IBTP vs UMMA dividend yield comparison.
| Year | IBTP | UMMA |
|---|---|---|
| 2026 | 2.34% | 0.33% |
| 2025 | 3.92% | 1.02% |
| 2024 | 1.78% | 0.91% |
| 2023 | 0.00% | 1.09% |
| 2022 | 0.00% | 1.77% |
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