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