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An ancient religious divide is helping fuel a resurgence of conflicts in the Middle East and Muslim countries. Struggles between Sunni and Shia forces have fed a Syrian civil war that threatens to transform the map of the Middle East, spurred violence that is fracturing Iraq, and widened fissures in a number of tense Gulf countries. Growing sectarian clashes have also sparked a revival of transnational jihadi networks that poses a threat beyond the region.

Islam’s schism, simmering for fourteen centuries, doesn’t explain all the political, economic, and geostrategic factors involved in these conflicts, but it has become one prism by which to understand the underlying tensions. Two countries that compete for the leadership of Islam, Sunni Saudi Arabia and Shia Iran, have used the sectarian divide to further their ambitions. How their rivalry is settled will likely shape the political balance between Sunnis and Shias and the future of the region, especially in Syria, Iraq, Lebanon, and Bahrain.

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Origins of the Schism


Mohammed unveiled a new faith to the people of Mecca in 610. Known as Islam, or submission to God, the monotheistic religion incorporated some Jewish and Christian traditions and expanded with a set of laws that governed most aspects of life, including political authority. By the time of his death in 632, Mohammed had consolidated power in Arabia. His followers subsequently built an empire that would stretch from Central Asia to Spain less than a century after his death. But a debate over succession split the community, with some arguing that leadership should be awarded to qualified individuals and others insisting that the only legitimate ruler must come through Mohammed’s bloodline.

A group of prominent early followers of Islam elected Abu Bakr, a companion of Mohammed, to be the first caliph, or leader of the Islamic community, over the objections of those who favored Ali ibn Abi Talib, Mohammed’s cousin and son-in-law. The opposing camps in the succession debate eventually evolved into Islam’s two main sects. Shias, a term that stems from shi’atu Ali, Arabic for “partisans of Ali,” believe that Ali and his descendants are part of a divine order. Sunnis, meaning followers of the sunna, or “way” in Arabic, of Mohammed, are opposed to political succession based on Mohammed’s bloodline.

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Many Christian, Jewish, and Zoroastrian converts to Islam chose to become Shia rather than Sunni in the early centuries of the religion as a protest against the ethnic Arab empires that treated non-Arabs as second-class citizens. Their religions influenced the evolution of Shia Islam as distinct from Sunni Islam in rituals and beliefs.   

Sunnis dominated the first nine centuries of Islamic rule (excluding the Shia Fatimid dynasty) until the Safavid dynasty was established in Persia in 1501. The Safavids made Shia Islam the state religion, and over the following two centuries they fought with the Ottomans, the seat of the Sunni caliphate. As these empires faded, their battles roughly settled the political borders of modern Iran and Turkey by the seventeenth century, and their legacies resulted in the current demographic distribution of Islam’s sects. Shias comprise a majority in Iran, Iraq, Azerbaijan, and Bahrain, and a plurality in Lebanon, while Sunnis make up the majority of more than forty countries from Morocco to Indonesia.

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Modern Tensions


Iran’s Islamic Revolution in 1979 gave Shia cleric Ayatollah Ruhollah Khomeini the opportunity to implement his vision for an Islamic government ruled by the “guardianship of the jurist” (velayat-e faqih), a controversial concept among Shia scholars that is opposed by Sunnis, who have historically differentiated between political leadership and religious scholarship. Shia ayatollahs have always been the guardians of the faith. Khomeini argued that clerics had to rule to properly perform their function: implementing Islam as God intended, through the mandate of the Shia Imams.

Under Khomeini, Iran began an experiment in Islamic rule. Khomeini tried to inspire further Islamic revival, preaching Muslim unity, but supported groups in Lebanon, Iraq, Afghanistan, Bahrain, and Pakistan that had specific Shia agendas. Sunni Islamists, such as the Muslim Brotherhood and Hamas, admired Khomeini’s success, but did not accept his leadership, underscoring the depth of sectarian suspicions.

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For their part, both mainstream and hard-line Sunnis aren’t singularly focused on oppressing Shias. They have fought against coreligionists throughout history, most recently in the successive crackdowns on the Muslim Brotherhood in Egypt, Iraq’s 1990 invasion of Kuwait, and Saudi Arabia’s battles against al-Qaeda and related Sunni militant groups. Sharing a common Sunni identity didn’t eliminate power struggles among Sunni Muslims under secular or religious governments.

But confessional identity has resurfaced wherever sectarian violence has taken root, as in Iraq after the 2003 U.S.-led invasion removed Saddam Hussein, a dictator from the Sunni minority who ruled over a Shia-majority country. The bombing of a Shia shrine in Samara in 2006 kicked off a cycle of sectarian violence that forced Iraqis to pick sides, stirring tensions that continue today.

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Practicing the Faith


Sunnis and Shias agree on the basic tenets of Islam: declaring faith in a monotheistic God and Mohammed as his messenger, conducting daily prayers, giving money to the poor, fasting during the Muslim holy month of Ramadan, and performing the pilgrimage to Mecca.

There are divisions even over the precepts of Islam, but the main difference relates to authority, which sparked the political split in the seventh century and evolved into divergent interpretations of sharia, or Islamic law, and distinct sectarian identities.

Shias believe that God always provides a guide, first the Imams and then ayatollahs, or experienced Shia scholars who have wide interpretative authority and are sought as a source of emulation. The term “ayatollah” is associated with the clerical rulers in Tehran, but it’s primarily a title for a distinguished religious leader known as a marja, or source of emulation. Iran’s supreme leader, Ali Khamenei, was appointed by an elected body of Iranian clerics, while maraji (plural of marja) are elevated through the religious schools in Qom, Najaf, and Karbala. Shias can choose from dozens of maraji, most of whom are based in holy cities in Iraq and Iran. Many Shias emulate a marja for religious affairs and defer to Supreme Leader Ali Khamenei in Iran for political guidance. For Sunnis, authority is based on the Quran and the traditions of Mohammed. Sunni religious scholars, who are constrained by legal precedents, exert far less authority over their followers than their Shia counterparts.

Both sects have subdivisions. The divisions among Shias were discussed above. Four schools comprise Sunni jurisprudence: Hanafi, Shafii, Maliki, and Hanbali, the latter spawning the Wahhabi and Salafi movements in Saudi Arabia. Sunnism, a broad umbrella term for non-Shia Islam, is united on the importance of the Quran and practice of Mohammed but allows for differences in legal opinion.

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Sectarian Militants


Communal violence between Islam’s sects has been rare historically, with most of the deadly sectarian attacks directed by clerics or political leaders. Extremist groups, many of which are fostered by states, are the chief actors in sectarian killings today.

The two most prominent terrorist groups, Sunni al-Qaeda and Shia Hezbollah, have not defined their movements in sectarian terms, and have favored using anti-imperialist, anti-Zionist, and anti-American frameworks to define their jihad, or struggle. They share few similarities beyond the use of violence. Hezbollah has developed a pragmatic political wing that competes in elections and is part of the Lebanese government, a path not chosen by al-Qaeda, which operates a diffuse network largely in the shadows. Both groups have deployed suicide bombers, and their attacks shifted from a focus on the West and Israel to other Muslims, such as al-Qaeda’s killing of Shia civilians in Iraq and Hezbollah’s participation in the Syrian civil war.


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Tens of thousands of Syrian Sunnis joined rebel groups such as Ahrar al-Sham, the Islamic Front, and al-Qaeda’s Nusra Front, which all employ anti-Shia rhetoric; similar numbers of Syrian Shias and Alawis enlisted with an Iran-backed militia known as the National Defense Force to fight for the Assad regime. Foreign Sunni fighters from Arab and Western countries joined the rebels, while Lebanon’s Hezbollah and some Shia militias from Iraq such as Asaib Ahl al-Haq and Kata'ib Hezbollah backed the Syrian government. Even Afghan Shia refugees in Iran have reportedly been recruited by Tehran for the war in Syria, pitting them against Sunni foreign fighters who may have forced the Afghans into exile decades earlier. Syria’s civil war has attracted more militants from more countries than were involved in the conflicts in Afghanistan, Chechnya, and Bosnia combined.

Al-Qaeda in Iraq, decimated by the “Awakening” of Sunni Iraqis who joined the fight against extremists, the U.S.-led military surge, and the death of Zarqawi, found new purpose in exploiting the vacuum left by the receding Syrian state. It established its own transnational movement known as the Islamic State in Iraq and Syria (ISIS). The group expanded its grip on Sunni provinces in Iraq and eastern regions in Syria, seizing Iraq’s second-largest city, Mosul, in June 2014. It defied orders from al-Qaeda’s top commanders to curtail its transnational ambitions and extremism, which led to ISIS’s expulsion from al-Qaeda in February 2014. ISIS rebranded as the Islamic State in July 2014 and declared its leader, Abu Bakr al-Baghdadi, as caliph.

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