KIE vs MUJ
Comparison between STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF) and BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF).
5-Year PerformanceKIE has outperformed MUJ, delivering a return of +11.9% compared to -0.0%
KIE vs MUJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KIE vs MUJ - Historical Returns
Returns include dividend reinvestment.
KIE vs MUJ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | KIE | MUJ |
|---|---|---|
| 2026 | +8.25% | +6.45% |
| 2025 | +8.86% | +12.32% |
| 2024 | +26.14% | +1.48% |
| 2023 | +12.19% | +5.81% |
| 2022 | +3.60% | -25.72% |
| 2021 | +26.07% | +16.08% |
| 2020 | -3.57% | +6.09% |
| 2019 | +27.82% | +17.37% |
| 2018 | -4.78% | -8.68% |
| 2017 | +14.85% | +9.28% |
| 2016 | +27.78% | +1.85% |
| 2015 | +10.26% | +5.06% |
| 2014 | +13.72% | +16.91% |
| 2013 | +46.76% | -17.73% |
| 2012 | +24.39% | +12.41% |
| 2011 | -11.22% | +24.95% |
| 2010 | +27.57% | +4.59% |
| 2009 | +30.98% | +37.41% |
| 2008 | -43.31% | -20.84% |
| 2007 | -2.64% | -8.12% |
| 2006 | +13.38% | +2.99% |
| 2005 | +0.63% | +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% |
KIE vs MUJ Drawdown Comparison
The maximum drawdown for KIE was -73.53%, occurring on Mar 9, 2009. Recovery took 1418 trading sessions.
The maximum drawdown for MUJ was -41.68%, occurring on Oct 10, 2008. Recovery took 584 trading sessions.
The current KIE drawdown is -3.91%. The current MUJ drawdown is -1.45%.
| Rank | KIE | MUJ |
|---|---|---|
| #1 | -73.53% May 16, 2007 - Jan 2, 2013 | -41.68% May 2, 2007 - Aug 25, 2009 |
| #2 | -44.30% Feb 14, 2020 - Mar 10, 2021 | -32.68% Sep 22, 2021 - Oct 26, 2023 |
| #3 | -17.87% Sep 21, 2018 - Apr 16, 2019 | -26.75% Feb 13, 2020 - Aug 10, 2020 |
| #4 | -15.69% Mar 29, 2022 - Nov 25, 2022 | -22.63% Jan 10, 2013 - Feb 2, 2015 |
| #5 | -15.10% Feb 13, 2023 - Sep 19, 2023 | -16.01% Nov 2, 2010 - Nov 1, 2011 |
| #6 | -14.20% Dec 1, 2015 - May 10, 2016 | -15.43% Jul 8, 2016 - Jul 12, 2019 |
| #7 | -12.66% Nov 27, 2024 - Dec 22, 2025 | -15.37% Apr 6, 2000 - Jan 2, 2001 |
| #8 | -11.81% Dec 24, 2025 - Jun 26, 2026 | -13.31% Mar 11, 2004 - Aug 25, 2004 |
| #9 | -9.40% Aug 18, 2015 - Oct 28, 2015 | -12.13% Feb 3, 2015 - Jan 5, 2016 |
| #10 | -9.37% Dec 31, 2013 - Apr 1, 2014 | -12.12% Nov 8, 1999 - Apr 5, 2000 |
| #11 | -9.05% Oct 25, 2021 - Jan 11, 2022 | -11.16% Jun 19, 2003 - Jan 12, 2004 |
| #12 | -8.86% Aug 4, 2017 - Oct 10, 2017 | -9.23% Feb 14, 2005 - May 23, 2005 |
| #13 | -8.74% Jan 11, 2022 - Mar 22, 2022 | -9.13% Sep 30, 2002 - Mar 3, 2003 |
| #14 | -8.43% Jan 26, 2018 - Aug 21, 2018 | -8.76% Dec 14, 2005 - Sep 21, 2006 |
| #15 | -8.35% Mar 28, 2024 - Jul 16, 2024 | -7.69% Mar 13, 2012 - Jul 6, 2012 |
Correlation
Correlation between KIE and MUJ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
KIE vs MUJ dividend yield comparison.
| Year | KIE | MUJ |
|---|---|---|
| 2026 | 0.77% | 3.52% |
| 2025 | 1.57% | 5.45% |
| 2024 | 1.48% | 5.53% |
| 2023 | 1.45% | 4.13% |
| 2022 | 1.90% | 6.40% |
| 2021 | 1.95% | 4.77% |
| 2020 | 1.85% | 4.78% |
| 2019 | 1.76% | 4.03% |
| 2018 | 1.83% | 5.34% |
| 2017 | 3.54% | 5.55% |
| 2016 | 4.64% | 6.01% |
| 2015 | 4.96% | 5.69% |
| 2014 | 5.42% | 6.14% |
| 2013 | 4.13% | 6.81% |
| 2012 | 5.91% | 5.33% |
| 2011 | 5.01% | 5.64% |
| 2010 | 4.79% | 6.46% |
| 2009 | 4.27% | 5.52% |
| 2008 | 8.36% | 6.33% |
| 2007 | 5.50% | 5.41% |
| 2006 | 4.10% | 5.27% |
| 2005 | 0.64% | 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% |
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