UMMA vs SRV
Comparison between WAHED DOW JONES ISLAMIC WORLD ETF (UMMA, ETF) and NXG Cushing Midstream Energy Fund (SRV, ETF).
UMMA vs SRV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UMMA
$239M
SRV
$238M
Expense Ratio
UMMA
0.65%
SRV
N/A
Max Drawdown
Winner
UMMA
35.35%
SRV
98.01%
Sharpe Ratio
UMMA
1.60
Winner
SRV
1.69
5Y Beta
UMMA
0.95
Winner
SRV
0.49
5Y Dividends CAGR
UMMA
N/A
SRV
30.79%
UMMA vs SRV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UMMA
+4.86%
SRV
-3.74%
3M
UMMA
+13.98%
Winner
SRV
+15.03%
6M
UMMA
+26.04%
Winner
SRV
+32.33%
1Y
Winner
UMMA
+42.25%
SRV
+40.64%
5Y(CAGR)
UMMA
+10.09%
Winner
SRV
+25.27%
10Y(CAGR)
UMMA
N/A
SRV
+11.24%
Max(CAGR)
Winner
UMMA
+10.09%
SRV
-0.58%
UMMA vs SRV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UMMA | SRV |
|---|---|---|
| 2026 | +21.12% | +26.83% |
| 2025 | +26.56% | +3.69% |
| 2024 | +6.71% | +50.07% |
| 2023 | +18.29% | +18.19% |
| 2022 | -21.65% | +15.96% |
| 2021 | N/A | +49.60% |
| 2020 | N/A | -42.77% |
| 2019 | N/A | +31.66% |
| 2018 | N/A | -23.28% |
| 2017 | N/A | -5.28% |
| 2016 | N/A | +36.39% |
| 2015 | N/A | -62.78% |
| 2014 | N/A | -17.03% |
| 2013 | N/A | +19.52% |
| 2012 | N/A | -11.91% |
| 2011 | N/A | -8.41% |
| 2010 | N/A | +29.25% |
| 2009 | N/A | +105.88% |
| 2008 | N/A | -69.34% |
| 2007 | N/A | -18.27% |
UMMA vs SRV Drawdown Comparison
The maximum drawdown for UMMA was -34.19%, occurring on Oct 14, 2022. Recovery took 587 trading sessions.
The maximum drawdown for SRV was -92.91%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current UMMA drawdown is -7.31%. The current SRV drawdown is -10.36%.
| Rank | UMMA | SRV |
|---|---|---|
| #1 | -34.19% Jan 12, 2022 - May 15, 2024 | -92.91% Aug 27, 2007 - Mar 18, 2020 |
| #2 | -18.72% Sep 26, 2024 - Jun 4, 2025 | N/A |
| #3 | -14.92% Feb 25, 2026 - May 5, 2026 | N/A |
| #4 | -10.15% Jul 16, 2024 - Sep 26, 2024 | N/A |
| #5 | -7.31% Jun 2, 2026 - Jun 5, 2026 | N/A |
| #6 | -5.79% Oct 20, 2025 - Dec 5, 2025 | N/A |
| #7 | -5.61% Jul 23, 2025 - Sep 15, 2025 | N/A |
| #8 | -4.46% Oct 6, 2025 - Oct 20, 2025 | N/A |
| #9 | -3.89% Jun 12, 2025 - Jun 27, 2025 | N/A |
| #10 | -3.60% Dec 10, 2025 - Dec 24, 2025 | N/A |
| #11 | -3.37% May 14, 2026 - May 21, 2026 | N/A |
| #12 | -2.94% Jan 28, 2026 - Feb 6, 2026 | N/A |
| #13 | -2.52% Jan 7, 2022 - Jan 12, 2022 | N/A |
| #14 | -2.50% Jan 16, 2026 - Jan 23, 2026 | N/A |
| #15 | -2.24% May 20, 2024 - Jun 5, 2024 | N/A |
Correlation
Correlation between UMMA and SRV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2007 - 2026)
UMMA vs SRV dividend yield comparison.
| Year | UMMA | SRV |
|---|---|---|
| 2026 | 0.33% | 4.64% |
| 2025 | 1.02% | 19.31% |
| 2024 | 0.91% | 12.85% |
| 2023 | 1.09% | 15.93% |
| 2022 | 1.77% | 8.85% |
| 2021 | 0.00% | 4.72% |
| 2020 | 0.00% | 12.05% |
| 2019 | 0.00% | 10.59% |
| 2018 | 0.00% | 12.73% |
| 2017 | 0.00% | 9.07% |
| 2016 | 0.00% | 7.95% |
| 2015 | 0.00% | 11.01% |
| 2014 | 0.00% | 15.25% |
| 2013 | 0.00% | 11.22% |
| 2012 | 0.00% | 12.55% |
| 2011 | 0.00% | 10.11% |
| 2010 | 0.00% | 8.56% |
| 2009 | 0.00% | 10.58% |
| 2008 | 0.00% | 28.73% |
| 2007 | 0.00% | 1.88% |
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