Back
Compare US
Compare UMMA vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the Listed Funds Trust Wahed Dow Jones Islamic World ETF (UMMA) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMMA | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 683 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $748.07 | $887.18 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
UMMA | IVV | |
|---|---|---|
Strategy | UMMA was created on 2022-01-07 by Wahed. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 199.25m in AUM and 94 holdings. UMMA is an actively managed fund of global ex-US securities that are determined to be Shariah-compliant based on business activities and accounting criteria. Holdings are also screened to assess ESG risks. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 760892.36m in AUM and 503 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd ADR (15.81 %) ASML Holding NV (5.52 %) Samsung Electronics Co Ltd (4.96 %) | NVIDIA CORP (7.85 %) APPLE INC (6.40 %) MICROSOFT CORP (5.41 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.65 % | 0.03 % |
Key Summary
UMMA | IVV | |
|---|---|---|
Issuer | Wahed | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.03 % |
Price | $31.90 USD | $693.50 USD |
Size | $205.442 million | $766.897 billion |
10Y return | N/A | 256.77 % |
Annual distribution yield (5Y) | 1.65 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMMA | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 683 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $748.07 | $887.18 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
UMMA | IVV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
UMMA | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |