Back
UMMA
Description
Description
UMMA was created on 2022-01-07 by Wahed. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 303.94m 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.
NYSE/NASDAQ
ETF - A bundle of shares
Performance
Performance
$36.17
USD
▲ $11.79 (47.23%)
16th July 2026, 03:47 p.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
* US price history does not take into account stock splits
Quick facts
Quick facts
▲ 47.23% Growth
5 years capital growth
▲ 1.53% Dividends
5 year average dividend yield
$15 AUD minimum investment
Due to minimum AUD to USD conversion
$586.48 USD median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
View all
005930 (Samsung Electronics Co Ltd)
8%
000660 (SK Hynix Inc)
7%
TSM (Taiwan Semiconductor Manufacturing Co Ltd ADR)
5%
Top country exposure
View all
Taiwan
16%
Switzerland
13%
Japan
13%
Top industry exposure
View all
Other
25%
Information
23%
Health
18%
Distributions
Distributions
Annual dividend yield
0.04%
Average franked amount
0%
5 year avg. dividend yield (p.a.)
1.53%
Dividend reinvestment
Highest franked amount
N/A
Payout dates
See dividend history
Estimate how much you could earn in dividends
Calculate
Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.65% p.a.
Advanced information
Advanced information
Leveraged
No
P/E ratio
25.83
Inverse
No
P/B ratio
5.10
Expense ratio
0.65
Inception date
2022-01-07
Pearler community insights
Pearler community insights
General statistics
23 investors hold UMMA
33 weeks average time between investments
$648 average holding per investor
1 day since last community investment
Demographics
Income of investors
Less than 50k
42%
50k - 100k
35%
100k - 150k
15%
150k - 200k
4%
More than 200k
4%
Age of investors
26-34 years old
52%
18-25 years old
30%
35-90 years old
17%
Legal gender of investors
39% male
61% female
Related items
Related items
Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 14 July 2026, and may have changed since.
Learn more
Learn more
Social media hype vs long-term investing: red flags for Aussie investors
READ
First-time investors
Long-term investing
Not every “hot stock tip” is legit. Learn to spot hype, scams and red flags before you invest.
26 May 2026
・
Nick Nicolaides
・
6 min read
1 like
・
463 views
AI investment advice: when it’s helpful vs when it may be harmful
READ
Financial independence
First-time investors
AI is reshaping how we invest, but can we trust its advice? Find out the pros, cons and when a human might be more relia...
13 March 2026
・
Cathy Sun
・
6 min read
2 likes
・
891 views
Episode 13. Using super to buy a home quicker
LISTEN
In your Financial Independence Retire Early (FIRE) travels, you may have heard of the First Home Super Saver Scheme. To ...
Fri, 24th May 2024
・
46 min
・
1 like
Episode 36. Using leverage in the share market
LISTEN
You may well have heard the (correct) adage that investing carries risk. And if you’ve ever missed a mortgage, credit ca...
Fri, 11th April 2025
・
58 min
・
1 like
Episode 181. What to do with your shares at tax time
LISTEN
It’s tax time – so what happens to your shares, ETFs, and micro-investing apps when you’re doing your return? This episo...
Wed, 23rd July 2025
・
17 min
・
3 likes
Episode 136. Should I sell my shares with everything that's going on in the US right now?
LISTEN
It’s an inescapable truth that the Australian shares market can sway under the influence of the US. Beyond the close tie...
Mon, 17th February 2025
・
15 min
・
0 likes
US stock
ASK & ANSWER
Shares & crypto
What are the best tech stocks to invest now in the US market?
K-Investor
•
July 27th, 2022
2 likes
・
96 views
・
US ETFs vs AU ETFs
ASK & ANSWER
Investing strategy
Are there any downsides to choosing US ETFs over AU ones? Some of the US ETFs outperform AU ones, but as an Australian c...
Stephanie Conroy
•
April 3rd, 2024
0 likes
・
801 views
・
AU vs US shares
ASK & ANSWER
First-time investor
Hi, I’m fairly new to investing and this is a dumb question but what is the difference when investing in the AU shares v...

Molly Pearse
•
January 29th, 2023
6 likes
・
447 views
・
Aus v US shares - smart to invest in both?
ASK & ANSWER
Investing strategy
I currently hold shares in various Australian ETFs including VDHG, NDQ, ETHI, etc. My question is whether I should also ...

Stephanie Varga
•
May 16th, 2023
5 likes
・
71 views
・