JMOM vs MHD

Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and BlackRock MuniHoldings Fund Inc (MHD, ETF).

5-Year PerformanceJMOM has outperformed MHD, delivering a return of +15.7% compared to -1.7%

JMOM vs MHD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMOM(ETF)	MHD(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.12%	N/A
Max Drawdown	34.31%	52.64%
Sharpe Ratio	2.03	0.76
5Y Beta	1.04	0.20
P/E Ratio	33.26	N/A
Forward P/E	22.00	N/A
PEG Ratio	0.76	N/A
5Y Dividends CAGR	12.88%	1.25%
5Y EPS CAGR	22.86%	N/A
Debt to Equity	-2.11%	N/A
P/S Ratio	2.36	N/A
P/B Ratio	5.34	N/A

Net Assets

JMOM

$2.20B

MHD

$2.20B

Expense Ratio

JMOM

0.12%

MHD

N/A

Max Drawdown

Winner

JMOM

34.31%

MHD

52.64%

Sharpe Ratio

Winner

JMOM

2.03

MHD

0.76

5Y Beta

JMOM

1.04

Winner

MHD

0.20

P/E Ratio

JMOM

33.26

MHD

N/A

Forward P/E

JMOM

22.00

MHD

N/A

PEG Ratio

JMOM

0.76

MHD

N/A

5Y Dividends CAGR

Winner

JMOM

12.88%

MHD

1.25%

5Y EPS CAGR

JMOM

22.86%

MHD

N/A

Debt to Equity

JMOM

-2.11%

MHD

N/A

P/S Ratio

JMOM

2.36

MHD

N/A

P/B Ratio

JMOM

5.34

MHD

N/A

JMOM vs MHD - Historical Returns

Returns include dividend reinvestment.

Period	JMOM	MHD
1 month	+11.19%	+1.28%
3 months	+12.46%	+1.88%
6 months	+16.52%	+3.34%
1 year	+33.79%	+9.70%
5 years(CAGR)	+15.75%	-1.72%
10 years(CAGR)	+15.91%	+0.79%
Max(CAGR)	+15.91%	+5.78%

Winner

JMOM

+11.19%

MHD

+1.28%

Winner

JMOM

+12.46%

MHD

+1.88%

Winner

JMOM

+16.52%

MHD

+3.34%

Winner

JMOM

+33.79%

MHD

+9.70%

5Y(CAGR)

Winner

JMOM

+15.75%

MHD

-1.72%

10Y(CAGR)

Winner

JMOM

+15.91%

MHD

+0.79%

Max(CAGR)

Winner

JMOM

+15.91%

MHD

+5.78%

JMOM vs MHD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JMOM	MHD
2026	+16.23%	+2.90%
2025	+17.75%	+5.29%
2024	+29.74%	+3.21%
2023	+23.74%	+3.58%
2022	-20.41%	-23.27%
2021	+26.82%	+8.34%
2020	+28.12%	-0.26%
2019	+28.88%	+18.83%
2018	-5.24%	-5.10%
2017	+3.32%	+7.94%
2016	N/A	-0.22%
2015	N/A	+6.02%
2014	N/A	+26.00%
2013	N/A	-18.16%
2012	N/A	+19.47%
2011	N/A	+18.49%
2010	N/A	+11.41%
2009	N/A	+51.01%
2008	N/A	-26.35%
2007	N/A	-9.29%
2006	N/A	+8.54%
2005	N/A	+10.98%
2004	N/A	+11.87%
2003	N/A	+20.01%
2002	N/A	+6.02%
2001	N/A	+23.87%
2000	N/A	-7.41%
1999	N/A	-0.92%

JMOM vs MHD Drawdown Comparison

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 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 -13.40%.

Rank	JMOM	MHD
#1	-34.31% Feb 19, 2020 - Jul 20, 2020	-45.88% Feb 12, 2008 - Sep 3, 2009
#2	-28.27% Nov 16, 2021 - Jan 30, 2024	-36.66% Dec 20, 2021 - Oct 25, 2023
#3	-21.59% Oct 3, 2018 - Jun 10, 2019	-31.31% Feb 24, 2020 - May 24, 2021
#4	-19.51% Feb 18, 2025 - Jun 24, 2025	-24.35% Feb 11, 2013 - Jan 6, 2015
#5	-10.94% Feb 12, 2021 - Apr 15, 2021	-18.10% Aug 3, 2017 - May 16, 2019
#6	-9.09% Jan 26, 2018 - Jun 5, 2018	-17.00% Jul 7, 2000 - Apr 12, 2001
#7	-8.49% Jul 16, 2024 - Aug 23, 2024	-15.77% Jul 1, 2016 - Jul 21, 2017
#8	-8.34% Oct 13, 2020 - Nov 24, 2020	-15.08% Sep 10, 2010 - Sep 6, 2011
#9	-8.27% Sep 2, 2020 - Oct 9, 2020	-14.85% Mar 17, 2004 - Aug 31, 2004
#10	-7.87% Mar 2, 2026 - Apr 8, 2026	-13.53% May 11, 2007 - Feb 8, 2008
#11	-6.88% Apr 26, 2021 - Jun 14, 2021	-10.05% Oct 8, 2001 - Aug 5, 2002
#12	-6.63% Sep 3, 2021 - Oct 21, 2021	-10.05% Feb 3, 2015 - Oct 28, 2015
#13	-6.24% Mar 21, 2024 - May 15, 2024	-9.89% Nov 2, 1999 - Jun 30, 2000
#14	-6.18% Dec 4, 2024 - Jan 23, 2025	-9.42% Jul 1, 2019 - Nov 29, 2019
#15	-6.07% Oct 27, 2025 - Dec 10, 2025	-8.96% Nov 29, 2012 - Jan 11, 2013

Correlation

Correlation between JMOM and MHD is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10

-101

Dividend Comparison (2000 - 2026)

JMOM vs MHD dividend yield comparison.

Year	JMOM	MHD
2026	0.15%	2.02%
2025	0.86%	6.08%
2024	0.75%	5.58%
2023	1.21%	3.82%
2022	1.39%	5.63%
2021	0.64%	4.34%
2020	0.85%	4.49%
2019	1.11%	4.62%
2018	1.38%	6.11%
2017	0.29%	5.86%
2016	0.00%	6.16%
2015	0.00%	6.25%
2014	0.00%	6.20%
2013	0.00%	7.66%
2012	0.00%	7.14%
2011	0.00%	6.57%
2010	0.00%	7.69%
2009	0.00%	6.65%
2008	0.00%	8.83%
2007	0.00%	6.57%
2006	0.00%	5.62%
2005	0.00%	6.86%
2004	0.00%	7.22%
2003	0.00%	7.01%
2002	0.00%	6.90%
2001	0.00%	6.24%
2000	0.00%	2.80%