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IYT vs MHD

Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and BlackRock MuniHoldings Fund Inc (MHD, ETF).

5-Year PerformanceIYT has outperformed MHD, delivering a return of +7.9% compared to -2.4%

IYT vs MHD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYT
$2.30B
MHD
$2.30B
Expense Ratio
IYT
0.38%
MHD
N/A
Max Drawdown
IYT
60.74%
Winner
MHD
52.64%
Sharpe Ratio
Winner
IYT
1.10
MHD
1.05
5Y Beta
IYT
1.01
Winner
MHD
0.21
P/E Ratio
IYT
25.81
MHD
N/A
Forward P/E
IYT
21.43
MHD
N/A
PEG Ratio
IYT
1.98
MHD
N/A
5Y Dividends CAGR
Winner
IYT
10.91%
MHD
1.25%
5Y EPS CAGR
IYT
4.33%
MHD
N/A
Debt to Equity
IYT
11.96%
MHD
N/A
P/S Ratio
IYT
1.46
MHD
N/A
P/B Ratio
IYT
4.49
MHD
N/A

IYT vs MHD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYT
+4.67%
MHD
-0.27%
3M
Winner
IYT
+8.01%
MHD
+0.08%
6M
Winner
IYT
+14.34%
MHD
+1.95%
1Y
Winner
IYT
+27.34%
MHD
+12.85%
5Y(CAGR)
Winner
IYT
+7.89%
MHD
-2.42%
10Y(CAGR)
Winner
IYT
+10.92%
MHD
+0.54%
Max(CAGR)
Winner
IYT
+10.13%
MHD
+5.75%

IYT vs MHD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYTMHD
2026+18.19%+3.42%
2025+11.31%+5.29%
2024+5.73%+3.21%
2023+24.39%+3.58%
2022-21.53%-23.27%
2021+29.04%+8.34%
2020+13.28%-0.26%
2019+19.79%+18.83%
2018-14.39%-5.10%
2017+19.19%+7.94%
2016+24.73%-0.22%
2015-16.53%+6.02%
2014+27.11%+26.00%
2013+37.81%-18.16%
2012+5.62%+19.47%
2011-2.74%+18.49%
2010+25.96%+11.41%
2009+15.30%+51.01%
2008-19.47%-26.35%
2007-1.63%-9.29%
2006+8.95%+8.54%
2005+12.25%+10.98%
2004+26.77%+11.87%
2003+6.74%+20.01%
2002N/A+6.02%
2001N/A+23.87%
2000N/A-7.41%
1999N/A-0.92%

IYT vs MHD Drawdown Comparison

The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.

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

The current IYT drawdown is -1.62%. The current MHD drawdown is -12.97%.

RankIYTMHD
#1-60.39%
Jun 5, 2008 - Jan 13, 2011
-45.88%
Feb 12, 2008 - Sep 3, 2009
#2-41.27%
Sep 14, 2018 - Sep 2, 2020
-36.66%
Dec 20, 2021 - Oct 25, 2023
#3-29.15%
Jan 4, 2022 - Feb 8, 2024
-31.31%
Feb 24, 2020 - May 24, 2021
#4-28.16%
Jul 7, 2011 - Jan 10, 2013
-24.35%
Feb 11, 2013 - Jan 6, 2015
#5-27.26%
Dec 29, 2014 - Nov 23, 2016
-18.10%
Aug 3, 2017 - May 16, 2019
#6-26.35%
Nov 25, 2024 - Dec 3, 2025
-17.00%
Jul 7, 2000 - Apr 12, 2001
#7-23.74%
Jul 19, 2007 - May 30, 2008
-15.77%
Jul 1, 2016 - Jul 21, 2017
#8-17.06%
May 9, 2006 - Feb 1, 2007
-15.08%
Sep 10, 2010 - Sep 6, 2011
#9-12.87%
Mar 21, 2024 - Oct 11, 2024
-14.85%
Mar 17, 2004 - Aug 31, 2004
#10-12.43%
Mar 7, 2005 - Nov 2, 2005
-13.53%
May 11, 2007 - Feb 8, 2008
#11-12.42%
May 7, 2021 - Nov 5, 2021
-10.05%
Oct 8, 2001 - Aug 5, 2002
#12-12.09%
Feb 20, 2026 - Apr 20, 2026
-10.05%
Feb 3, 2015 - Oct 28, 2015
#13-11.10%
Sep 18, 2014 - Oct 28, 2014
-9.89%
Nov 2, 1999 - Jun 30, 2000
#14-11.08%
Jan 12, 2018 - Aug 20, 2018
-9.42%
Jul 1, 2019 - Nov 29, 2019
#15-10.49%
Jan 22, 2004 - Jun 8, 2004
-8.96%
Nov 29, 2012 - Jan 11, 2013

Correlation

Correlation between IYT and MHD is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2000 - 2026)

IYT vs MHD dividend yield comparison.

YearIYTMHD
20260.48%3.57%
20251.00%6.08%
20241.08%5.58%
20231.26%3.82%
20221.40%5.63%
20210.77%4.34%
20200.93%4.49%
20191.29%4.62%
20181.35%6.11%
20170.92%5.86%
20160.96%6.16%
20151.28%6.25%
20140.70%6.20%
20130.86%7.66%
20121.11%7.14%
20111.52%6.57%
20101.16%7.69%
20091.53%6.65%
20081.32%8.83%
20071.12%6.57%
20060.50%5.62%
20050.58%6.86%
20040.42%7.22%
20030.70%7.01%
20020.00%6.90%
20010.00%6.24%
20000.00%2.80%

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