LGOV vs MUJ

Comparison between FIRST TRUST LONG DURATION OPPORTUNITIES ETF (LGOV, ETF) and BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF).

5-Year PerformanceMUJ has outperformed LGOV, delivering a return of +0.1% compared to -1.9%

LGOV vs MUJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGOV(ETF)	MUJ(ETF)
Net Assets	$665M	$669M
Expense Ratio	0.49%	N/A
Max Drawdown	37.47%	47.31%
Sharpe Ratio	0.12	1.63
5Y Beta	0.02	0.19
5Y Dividends CAGR	-1.51%	-0.94%

Net Assets

LGOV

$665M

Winner

MUJ

$669M

Expense Ratio

LGOV

0.49%

MUJ

N/A

Max Drawdown

Winner

LGOV

37.47%

MUJ

47.31%

Sharpe Ratio

LGOV

0.12

Winner

MUJ

1.63

5Y Beta

Winner

LGOV

0.02

MUJ

0.19

5Y Dividends CAGR

LGOV

-1.51%

Winner

MUJ

-0.94%

LGOV vs MUJ - Historical Returns

Returns include dividend reinvestment.

Period	LGOV	MUJ
1 month	-1.04%	+1.19%
3 months	-3.03%	-0.85%
6 months	-1.33%	+3.71%
1 year	+4.44%	+19.60%
5 years(CAGR)	-1.87%	+0.09%
10 years(CAGR)	N/A	+2.57%
Max(CAGR)	+1.08%	+5.69%

LGOV

-1.04%

Winner

MUJ

+1.19%

LGOV

-3.03%

Winner

MUJ

-0.85%

LGOV

-1.33%

Winner

MUJ

+3.71%

LGOV

+4.44%

Winner

MUJ

+19.60%

5Y(CAGR)

LGOV

-1.87%

Winner

MUJ

+0.09%

10Y(CAGR)

LGOV

N/A

MUJ

+2.57%

Max(CAGR)

LGOV

+1.08%

Winner

MUJ

+5.69%

LGOV vs MUJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LGOV	MUJ
2026	-1.11%	+4.89%
2025	+9.08%	+12.32%
2024	-1.38%	+1.48%
2023	+3.91%	+5.81%
2022	-18.69%	-25.72%
2021	-2.09%	+16.08%
2020	+11.10%	+6.09%
2019	+11.54%	+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%

LGOV vs MUJ Drawdown Comparison

The maximum drawdown for LGOV was -30.86%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

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

The current LGOV drawdown is -15.86%. The current MUJ drawdown is -2.89%.

Rank	LGOV	MUJ
#1	-30.86% Mar 9, 2020 - Oct 19, 2023	-41.68% May 2, 2007 - Aug 25, 2009
#2	-4.68% Sep 4, 2019 - Jan 30, 2020	-32.68% Sep 22, 2021 - Oct 26, 2023
#3	-1.68% Mar 28, 2019 - May 13, 2019	-26.75% Feb 13, 2020 - Aug 10, 2020
#4	-1.49% Jul 3, 2019 - Aug 1, 2019	-22.63% Jan 10, 2013 - Feb 2, 2015
#5	-1.15% Feb 26, 2019 - Mar 8, 2019	-16.01% Nov 2, 2010 - Nov 1, 2011
#6	-0.99% Jan 31, 2020 - Feb 18, 2020	-15.43% Jul 8, 2016 - Jul 12, 2019
#7	-0.83% Aug 15, 2019 - Aug 27, 2019	-15.37% Apr 6, 2000 - Jan 2, 2001
#8	-0.65% Jun 3, 2019 - Jun 18, 2019	-13.31% Mar 11, 2004 - Aug 25, 2004
#9	-0.44% Feb 8, 2019 - Feb 19, 2019	-12.13% Feb 3, 2015 - Jan 5, 2016
#10	-0.43% Feb 1, 2019 - Feb 7, 2019	-12.12% Nov 8, 1999 - Apr 5, 2000
#11	-0.39% Feb 20, 2019 - Feb 26, 2019	-11.16% Jun 19, 2003 - Jan 12, 2004
#12	-0.33% May 17, 2019 - May 23, 2019	-9.23% Feb 14, 2005 - May 23, 2005
#13	-0.31% Jun 28, 2019 - Jul 2, 2019	-9.13% Sep 30, 2002 - Mar 3, 2003
#14	-0.24% Aug 28, 2019 - Sep 3, 2019	-8.76% Dec 14, 2005 - Sep 21, 2006
#15	-0.24% Aug 8, 2019 - Aug 12, 2019	-7.69% Mar 13, 2012 - Jul 6, 2012

Correlation

Correlation between LGOV and MUJ is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2000 - 2026)

LGOV vs MUJ dividend yield comparison.

Year	LGOV	MUJ
2026	1.83%	2.20%
2025	4.02%	5.45%
2024	4.03%	5.53%
2023	3.59%	4.13%
2022	1.97%	6.40%
2021	2.58%	4.77%
2020	3.75%	4.78%
2019	3.01%	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%