FIIG vs MUJ

Comparison between FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF (FIIG, ETF) and BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF).

FIIG vs MUJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FIIG(ETF)	MUJ(ETF)
Net Assets	$671M	$669M
Expense Ratio	0.49%	N/A
Max Drawdown	6.62%	47.31%
Sharpe Ratio	0.12	1.63
5Y Beta	0.09	0.19
5Y Dividends CAGR	N/A	-0.94%

Net Assets

Winner

FIIG

$671M

MUJ

$669M

Expense Ratio

FIIG

0.49%

MUJ

N/A

Max Drawdown

Winner

FIIG

6.62%

MUJ

47.31%

Sharpe Ratio

FIIG

0.12

Winner

MUJ

1.63

5Y Beta

Winner

FIIG

0.09

MUJ

0.19

5Y Dividends CAGR

FIIG

N/A

MUJ

-0.94%

FIIG vs MUJ - Historical Returns

Returns include dividend reinvestment.

Period	FIIG	MUJ
1 month	-0.43%	+1.19%
3 months	-1.16%	-0.85%
6 months	-0.55%	+3.71%
1 year	+4.44%	+19.60%
5 years(CAGR)	N/A	+0.09%
10 years(CAGR)	N/A	+2.57%
Max(CAGR)	+5.89%	+5.69%

FIIG

-0.43%

Winner

MUJ

+1.19%

FIIG

-1.16%

Winner

MUJ

-0.85%

FIIG

-0.55%

Winner

MUJ

+3.71%

FIIG

+4.44%

Winner

MUJ

+19.60%

5Y(CAGR)

FIIG

N/A

MUJ

+0.09%

10Y(CAGR)

FIIG

N/A

MUJ

+2.57%

Max(CAGR)

Winner

FIIG

+5.89%

MUJ

+5.69%

FIIG vs MUJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FIIG	MUJ
2026	-0.71%	+4.89%
2025	+8.59%	+12.32%
2024	+2.74%	+1.48%
2023	+6.83%	+5.81%
2022	N/A	-25.72%
2021	N/A	+16.08%
2020	N/A	+6.09%
2019	N/A	+17.37%
2018	N/A	-8.68%
2017	N/A	+9.28%
2016	N/A	+1.85%
2015	N/A	+5.06%
2014	N/A	+16.91%
2013	N/A	-17.73%
2012	N/A	+12.41%
2011	N/A	+24.95%
2010	N/A	+4.59%
2009	N/A	+37.41%
2008	N/A	-20.84%
2007	N/A	-8.12%
2006	N/A	+2.99%
2005	N/A	+9.77%
2004	N/A	+10.58%
2003	N/A	+10.72%
2002	N/A	+11.02%
2001	N/A	+12.40%
2000	N/A	+6.49%
1999	N/A	-3.69%

FIIG vs MUJ Drawdown Comparison

The maximum drawdown for FIIG was -5.50%, occurring on Oct 19, 2023. Recovery took 73 trading sessions.

The maximum drawdown for MUJ was -41.68%, occurring on Oct 10, 2008. Recovery took 584 trading sessions.

The current FIIG drawdown is -1.86%. The current MUJ drawdown is -2.89%.

Rank	FIIG	MUJ
#1	-5.50% Aug 8, 2023 - Nov 20, 2023	-41.68% May 2, 2007 - Aug 25, 2009
#2	-5.23% Sep 24, 2024 - Jun 24, 2025	-32.68% Sep 22, 2021 - Oct 26, 2023
#3	-3.69% Dec 27, 2023 - Jun 13, 2024	-26.75% Feb 13, 2020 - Aug 10, 2020
#4	-3.15% Feb 26, 2026 - Mar 27, 2026	-22.63% Jan 10, 2013 - Feb 2, 2015
#5	-1.68% Oct 22, 2025 - Feb 10, 2026	-16.01% Nov 2, 2010 - Nov 1, 2011
#6	-1.38% Jun 25, 2024 - Jul 5, 2024	-15.43% Jul 8, 2016 - Jul 12, 2019
#7	-1.23% Aug 2, 2024 - Aug 14, 2024	-15.37% Apr 6, 2000 - Jan 2, 2001
#8	-1.14% Jul 1, 2025 - Jul 29, 2025	-13.31% Mar 11, 2004 - Aug 25, 2004
#9	-0.89% Sep 15, 2025 - Oct 14, 2025	-12.13% Feb 3, 2015 - Jan 5, 2016
#10	-0.81% Jul 16, 2024 - Jul 31, 2024	-12.12% Nov 8, 1999 - Apr 5, 2000
#11	-0.66% Aug 23, 2024 - Sep 4, 2024	-11.16% Jun 19, 2003 - Jan 12, 2004
#12	-0.61% Nov 29, 2023 - Dec 1, 2023	-9.23% Feb 14, 2005 - May 23, 2005
#13	-0.52% Aug 27, 2025 - Sep 4, 2025	-9.13% Sep 30, 2002 - Mar 3, 2003
#14	-0.49% Dec 7, 2023 - Dec 13, 2023	-8.76% Dec 14, 2005 - Sep 21, 2006
#15	-0.44% Sep 13, 2024 - Sep 24, 2024	-7.69% Mar 13, 2012 - Jul 6, 2012

Correlation

Correlation between FIIG and MUJ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

FIIG vs MUJ dividend yield comparison.

Year	FIIG	MUJ
2026	1.97%	2.20%
2025	4.76%	5.45%
2024	4.45%	5.53%
2023	1.72%	4.13%
2022	0.00%	6.40%
2021	0.00%	4.77%
2020	0.00%	4.78%
2019	0.00%	4.03%
2018	0.00%	5.34%
2017	0.00%	5.55%
2016	0.00%	6.01%
2015	0.00%	5.69%
2014	0.00%	6.14%
2013	0.00%	6.81%
2012	0.00%	5.33%
2011	0.00%	5.64%
2010	0.00%	6.46%
2009	0.00%	5.52%
2008	0.00%	6.33%
2007	0.00%	5.41%
2006	0.00%	5.27%
2005	0.00%	6.11%
2004	0.00%	6.27%
2003	0.00%	6.25%
2002	0.00%	6.31%
2001	0.00%	5.87%
2000	0.00%	2.50%