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UMMA vs. UGA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UMMA vs. UGA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wahed Dow Jones Islamic World ETF (UMMA) and United States Gasoline Fund LP (UGA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UMMA achieves a 32.32% return, which is significantly lower than UGA's 70.69% return.


UMMA

1D
-0.13%
1M
12.11%
YTD
32.32%
6M
35.20%
1Y
51.77%
3Y*
22.81%
5Y*
10Y*

UGA

1D
-2.73%
1M
-12.25%
YTD
70.69%
6M
59.72%
1Y
79.48%
3Y*
20.80%
5Y*
24.41%
10Y*
14.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UMMA vs. UGA - Yearly Performance Comparison


2026 (YTD)2025202420232022
UMMA
Wahed Dow Jones Islamic World ETF
32.32%26.65%4.67%18.84%-21.62%
UGA
United States Gasoline Fund LP
70.69%-2.00%3.77%1.27%41.07%

Correlation

The correlation between UMMA and UGA is -0.31, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.31

Correlation (3Y)
Calculated over the trailing 3-year period

-0.05

Correlation (All Time)
Calculated using the full available price history since Jan 10, 2022

0.02

The correlation between UMMA and UGA shifts across timeframes, from -0.31 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

UMMA vs. UGA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UMMA
UMMA Risk / Return Rank: 7676
Overall Rank
UMMA Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
UMMA Sortino Ratio Rank: 7878
Sortino Ratio Rank
UMMA Omega Ratio Rank: 7676
Omega Ratio Rank
UMMA Calmar Ratio Rank: 7171
Calmar Ratio Rank
UMMA Martin Ratio Rank: 7373
Martin Ratio Rank

UGA
UGA Risk / Return Rank: 7070
Overall Rank
UGA Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
UGA Sortino Ratio Rank: 5858
Sortino Ratio Rank
UGA Omega Ratio Rank: 6262
Omega Ratio Rank
UGA Calmar Ratio Rank: 8989
Calmar Ratio Rank
UGA Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UMMA vs. UGA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Wahed Dow Jones Islamic World ETF (UMMA) and United States Gasoline Fund LP (UGA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


UMMAUGADifference
Sharpe ratioReturn per unit of total volatility

+0.32

Sortino ratioReturn per unit of downside risk

+0.73

Omega ratioGain probability vs. loss probability

1.45

1.37

+0.08

Calmar ratioReturn relative to maximum drawdown

3.48

5.37

-1.89

Martin ratioReturn relative to average drawdown

13.60

12.86

+0.74

UMMA vs. UGA - Sharpe Ratio Comparison

The current UMMA Sharpe Ratio is 2.59, which is comparable to the UGA Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of UMMA and UGA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


UMMAUGADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.59

2.27

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.12

+0.46

Drawdowns

UMMA vs. UGA - Drawdown Comparison

The maximum UMMA drawdown since its inception was -34.17%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for UMMA and UGA.


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Drawdown Indicators


UMMAUGADifference

Max Drawdown

Largest peak-to-trough decline

-34.17%

-86.59%

+52.42%

Max Drawdown (1Y)

Largest decline over 1 year

-14.93%

-14.88%

-0.05%

Max Drawdown (3Y)

Largest decline over 3 years

-18.73%

-26.68%

+7.95%

Max Drawdown (5Y)

Largest decline over 5 years

-38.11%

Max Drawdown (10Y)

Largest decline over 10 years

-75.89%

Current Drawdown

Current decline from peak

-0.90%

-14.75%

+13.85%

Average Drawdown

Average peak-to-trough decline

-9.81%

-36.76%

+26.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.82%

6.20%

-2.38%

Volatility

UMMA vs. UGA - Volatility Comparison

The current volatility for Wahed Dow Jones Islamic World ETF (UMMA) is 7.54%, while United States Gasoline Fund LP (UGA) has a volatility of 11.64%. This indicates that UMMA experiences smaller price fluctuations and is considered to be less risky than UGA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UMMAUGADifference

Volatility (1M)

Calculated over the trailing 1-month period

7.54%

11.64%

-4.10%

Volatility (6M)

Calculated over the trailing 6-month period

17.26%

30.48%

-13.22%

Volatility (1Y)

Calculated over the trailing 1-year period

20.11%

35.27%

-15.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.55%

34.40%

-13.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.55%

37.27%

-16.72%

UMMA vs. UGA - Expense Ratio Comparison

UMMA has a 0.65% expense ratio, which is lower than UGA's 0.75% expense ratio.


Dividends

UMMA vs. UGA - Dividend Comparison

UMMA's dividend yield for the trailing twelve months is around 0.93%, while UGA has not paid dividends to shareholders.


PositionTTM2025202420232022
UGA
United States Gasoline Fund LP
0.00%0.00%0.00%0.00%0.00%
UMMA
Wahed Dow Jones Islamic World ETF
0.93%1.02%0.91%1.09%1.77%

Frequently Asked Questions


UMMA and UGA have a correlation of -0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UGA has higher volatility (11.64%) compared to UMMA (7.54%). In terms of maximum drawdown, UMMA dropped -34.17% vs UGA's -86.59%.

On 3-year performance, UMMA leads with 22.81% vs 20.80% for UGA. On fees, UMMA is cheaper at 0.65% per year. On volatility, UMMA has been the lower-risk option at 7.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, UMMA has performed better with a 22.81% return vs 20.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

UMMA is cheaper with a 0.65% expense ratio, compared with 0.75% for UGA.

UMMA has the higher dividend yield at 0.93%, compared with 0.00% for UGA.

UMMA is categorized as Foreign Large Cap Equities, while UGA is Oil & Gas. UMMA tracks Dow Jones Islamic Market International Titans 100 Index, while UGA tracks Front Month Unleaded Gasoline. They also come from different issuers: Wahed and Concierge Technologies. Their fees differ too: 0.65% for UMMA and 0.75% for UGA.

UMMA currently has the higher Sharpe Ratio (2.59 vs 2.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for UMMA and UGA

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