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FTSL vs MHD

Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and BlackRock MuniHoldings Fund Inc (MHD, ETF).

5-Year PerformanceFTSL has outperformed MHD, delivering a return of +5.2% compared to -2.5%

FTSL vs MHD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FTSL
$2.30B
MHD
$2.30B
Expense Ratio
FTSL
0.70%
MHD
N/A
Max Drawdown
Winner
FTSL
26.38%
MHD
52.64%
Sharpe Ratio
FTSL
0.08
Winner
MHD
0.69
5Y Beta
Winner
FTSL
0.09
MHD
0.21
5Y Dividends CAGR
Winner
FTSL
13.68%
MHD
1.25%

FTSL vs MHD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FTSL
+0.65%
MHD
-2.77%
3M
Winner
FTSL
+0.93%
MHD
-0.69%
6M
Winner
FTSL
+2.13%
MHD
+0.24%
1Y
FTSL
+4.02%
Winner
MHD
+9.39%
5Y(CAGR)
Winner
FTSL
+5.19%
MHD
-2.48%
10Y(CAGR)
Winner
FTSL
+4.43%
MHD
+0.43%
Max(CAGR)
FTSL
+4.01%
Winner
MHD
+5.72%

FTSL vs MHD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFTSLMHD
2026+1.41%+2.71%
2025+6.00%+5.29%
2024+8.32%+3.21%
2023+10.96%+3.58%
2022-2.44%-23.27%
2021+4.05%+8.34%
2020+2.82%-0.26%
2019+10.16%+18.83%
2018-1.40%-5.10%
2017+2.64%+7.94%
2016+7.28%-0.22%
2015+0.16%+6.02%
2014+1.32%+26.00%
2013+1.79%-18.16%
2012N/A+19.47%
2011N/A+18.49%
2010N/A+11.41%
2009N/A+51.01%
2008N/A-26.35%
2007N/A-9.29%
2006N/A+8.54%
2005N/A+10.98%
2004N/A+11.87%
2003N/A+20.01%
2002N/A+6.02%
2001N/A+23.87%
2000N/A-7.41%
1999N/A-0.92%

FTSL vs MHD Drawdown Comparison

The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.

The maximum drawdown for MHD was -45.88%, occurring on Dec 16, 2008. Recovery took 394 trading sessions.

The current MHD drawdown is -13.57%.

RankFTSLMHD
#1-22.67%
Jan 29, 2020 - Nov 9, 2020
-45.88%
Feb 12, 2008 - Sep 3, 2009
#2-6.96%
Jan 24, 2022 - Feb 1, 2023
-36.66%
Dec 20, 2021 - Oct 25, 2023
#3-4.61%
Oct 22, 2018 - Feb 20, 2019
-31.31%
Feb 24, 2020 - May 24, 2021
#4-4.29%
Jul 21, 2015 - Apr 21, 2016
-24.35%
Feb 11, 2013 - Jan 6, 2015
#5-2.66%
Mar 25, 2025 - Apr 28, 2025
-18.10%
Aug 3, 2017 - May 16, 2019
#6-2.54%
Dec 2, 2014 - Feb 5, 2015
-17.00%
Jul 7, 2000 - Apr 12, 2001
#7-2.33%
Jan 16, 2026 - May 5, 2026
-15.77%
Jul 1, 2016 - Jul 21, 2017
#8-2.06%
Jul 28, 2014 - Nov 24, 2014
-15.08%
Sep 10, 2010 - Sep 6, 2011
#9-1.83%
May 31, 2013 - Oct 22, 2013
-14.85%
Mar 17, 2004 - Aug 31, 2004
#10-1.54%
Feb 7, 2023 - Apr 3, 2023
-13.53%
May 11, 2007 - Feb 8, 2008
#11-1.21%
Sep 17, 2019 - Nov 11, 2019
-10.05%
Oct 8, 2001 - Aug 5, 2002
#12-1.09%
Jul 31, 2024 - Aug 19, 2024
-10.05%
Feb 3, 2015 - Oct 28, 2015
#13-0.98%
Jun 9, 2016 - Jul 8, 2016
-9.89%
Nov 2, 1999 - Jun 30, 2000
#14-0.97%
Jul 30, 2019 - Sep 10, 2019
-9.42%
Jul 1, 2019 - Nov 29, 2019
#15-0.93%
Oct 24, 2016 - Dec 7, 2016
-8.96%
Nov 29, 2012 - Jan 11, 2013

Correlation

Correlation between FTSL and MHD is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47
-101

Dividend Comparison (2000 - 2026)

FTSL vs MHD dividend yield comparison.

YearFTSLMHD
20263.65%3.59%
20256.59%6.08%
20247.56%5.58%
20237.59%3.82%
20224.77%5.63%
20213.17%4.34%
20203.48%4.49%
20194.44%4.62%
20184.29%6.11%
20173.64%5.86%
20163.70%6.16%
20153.95%6.25%
20143.75%6.20%
20132.64%7.66%
20120.00%7.14%
20110.00%6.57%
20100.00%7.69%
20090.00%6.65%
20080.00%8.83%
20070.00%6.57%
20060.00%5.62%
20050.00%6.86%
20040.00%7.22%
20030.00%7.01%
20020.00%6.90%
20010.00%6.24%
20000.00%2.80%

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