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UMMA vs SPY

Comparison between WAHED DOW JONES ISLAMIC WORLD ETF (UMMA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

UMMA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UMMA
$239M
Winner
SPY
$735B
Expense Ratio
UMMA
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
UMMA
35.35%
SPY
56.47%
Sharpe Ratio
UMMA
1.60
Winner
SPY
1.62
5Y Beta
Winner
UMMA
0.95
SPY
1.00
P/E Ratio
UMMA
N/A
SPY
28.99
Forward P/E
UMMA
N/A
SPY
22.37
5Y Dividends CAGR
UMMA
N/A
SPY
5.43%
5Y EPS CAGR
UMMA
N/A
SPY
26.05%
Debt to Equity
UMMA
N/A
SPY
32.40%
P/S Ratio
UMMA
N/A
SPY
3.74
P/B Ratio
UMMA
N/A
SPY
5.61

UMMA vs SPY - Holdings Comparison

UMMA and SPY have 1 common holdings. Overlap is -0.01%

UMMA's top 25 holdings weight is 68.52%. SPY's top 25 holdings weight is 52.37%.

RankUMMASPY
#1
n/a (TSM) - 10.17%
NVIDIA CORP (NVDA) - 8.10%
#2
SAMSUNG ELECTRONICS CO LTD (n/a) - 8.01%
APPLE INC (AAPL) - 7.02%
#3
SK HYNIX INC (n/a) - 7.37%
MICROSOFT CORP (MSFT) - 4.79%
#4
ASML HOLDING NV (n/a) - 5.47%
AMAZON.COM INC (AMZN) - 4.02%
#5
INFINEON TECHNOLOGIES AG (n/a) - 4.10%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ASTRAZENECA PLC (AZN:XLON) - 2.65%
BROADCOM INC (AVGO) - 3.10%
#7
MURATA MANUFACTURING CO LTD (n/a) - 2.62%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
NOVARTIS AG REGISTERED SHARES (n/a) - 2.59%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.53%
TESLA INC (TSLA) - 1.89%
#10
NESTLE SA (n/a) - 2.32%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
BHP GROUP LTD (n/a) - 2.04%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
US DOLLARS (n/a) - 1.65%
ELI LILLY AND CO (LLY) - 1.31%
#13
SAP SE (n/a) - 1.61%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SCHNEIDER ELECTRIC SE (n/a) - 1.59%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ABB LTD (n/a) - 1.56%
EXXON MOBIL CORP (XOM) - 0.97%
#16
TOKYO ELECTRON LTD (n/a) - 1.46%
INTEL CORP (INTC) - 0.90%
#17
SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.43%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
HITACHI LTD (n/a) - 1.36%
VISA INC CLASS A (V) - 0.85%
#19
UNILEVER PLC (n/a) - 1.28%
WALMART INC (WMT) - 0.81%
#20
NOVO NORDISK AS CLASS B (n/a) - 1.25%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ADVANTEST CORP (n/a) - 1.18%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
SUNCOR ENERGY INC (SU) - 1.14%
CATERPILLAR INC (CAT) - 0.66%
#23
AIR LIQUIDE SA (n/a) - 1.12%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
RIO TINTO PLC ORDINARY SHARES (n/a) - 1.03%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
n/a (n/a) - 0.99%
ABBVIE INC (ABBV) - 0.58%
Total Holdings100505

UMMA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UMMA
+4.86%
SPY
+1.90%
3M
Winner
UMMA
+13.98%
SPY
+8.55%
6M
Winner
UMMA
+26.04%
SPY
+8.18%
1Y
Winner
UMMA
+42.25%
SPY
+25.79%
5Y(CAGR)
UMMA
+10.09%
Winner
SPY
+13.32%
10Y(CAGR)
UMMA
N/A
SPY
+15.19%
Max(CAGR)
Winner
UMMA
+10.09%
SPY
+8.47%

UMMA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUMMASPY
2026+21.12%+8.26%
2025+26.56%+18.00%
2024+6.71%+25.59%
2023+18.29%+26.72%
2022-21.65%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

UMMA vs SPY Drawdown Comparison

The maximum drawdown for UMMA was -34.19%, occurring on Oct 14, 2022. Recovery took 587 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current UMMA drawdown is -7.31%. The current SPY drawdown is -2.90%.

RankUMMASPY
#1-34.19%
Jan 12, 2022 - May 15, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.72%
Sep 26, 2024 - Jun 4, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-14.92%
Feb 25, 2026 - May 5, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.15%
Jul 16, 2024 - Sep 26, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.31%
Jun 2, 2026 - Jun 5, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.79%
Oct 20, 2025 - Dec 5, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.61%
Jul 23, 2025 - Sep 15, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.46%
Oct 6, 2025 - Oct 20, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.89%
Jun 12, 2025 - Jun 27, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.60%
Dec 10, 2025 - Dec 24, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.37%
May 14, 2026 - May 21, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.94%
Jan 28, 2026 - Feb 6, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.52%
Jan 7, 2022 - Jan 12, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.50%
Jan 16, 2026 - Jan 23, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.24%
May 20, 2024 - Jun 5, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UMMA and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

UMMA vs SPY dividend yield comparison.

YearUMMASPY
20260.33%0.24%
20251.02%1.07%
20240.91%1.21%
20231.09%1.40%
20221.77%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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