MHD vs ACIO

Comparison between BlackRock MuniHoldings Fund Inc (MHD, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).

5-Year PerformanceACIO has outperformed MHD, delivering a return of +10.2% compared to -1.7%

MHD vs ACIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MHD(ETF)	ACIO(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	N/A	0.79%
Max Drawdown	52.64%	14.89%
Sharpe Ratio	0.76	1.64
5Y Beta	0.20	0.61
P/E Ratio	N/A	28.48
Forward P/E	N/A	22.58
PEG Ratio	N/A	0.55
5Y Dividends CAGR	1.25%	-6.50%
5Y EPS CAGR	N/A	25.82%
Debt to Equity	N/A	5.40%
P/S Ratio	N/A	4.30
P/B Ratio	N/A	5.72

Net Assets

MHD

$2.20B

Winner

ACIO

$2.30B

Expense Ratio

MHD

N/A

ACIO

0.79%

Max Drawdown

MHD

52.64%

Winner

ACIO

14.89%

Sharpe Ratio

MHD

0.76

Winner

ACIO

1.64

5Y Beta

Winner

MHD

0.20

ACIO

0.61

P/E Ratio

MHD

N/A

ACIO

28.48

Forward P/E

MHD

N/A

ACIO

22.58

PEG Ratio

MHD

N/A

ACIO

0.55

5Y Dividends CAGR

Winner

MHD

1.25%

ACIO

-6.50%

5Y EPS CAGR

MHD

N/A

ACIO

25.82%

Debt to Equity

MHD

N/A

ACIO

5.40%

P/S Ratio

MHD

N/A

ACIO

4.30

P/B Ratio

MHD

N/A

ACIO

5.72

MHD vs ACIO - Historical Returns

Returns include dividend reinvestment.

Period	MHD	ACIO
1 month	+1.28%	+6.85%
3 months	+1.88%	+5.64%
6 months	+3.34%	+4.75%
1 year	+9.70%	+16.46%
5 years(CAGR)	-1.72%	+10.21%
10 years(CAGR)	+0.79%	N/A
Max(CAGR)	+5.78%	+10.34%

MHD

+1.28%

Winner

ACIO

+6.85%

MHD

+1.88%

Winner

ACIO

+5.64%

MHD

+3.34%

Winner

ACIO

+4.75%

MHD

+9.70%

Winner

ACIO

+16.46%

5Y(CAGR)

MHD

-1.72%

Winner

ACIO

+10.21%

10Y(CAGR)

MHD

+0.79%

ACIO

N/A

Max(CAGR)

MHD

+5.78%

Winner

ACIO

+10.34%

MHD vs ACIO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MHD	ACIO
2026	+2.90%	+5.77%
2025	+5.29%	+9.26%
2024	+3.21%	+22.36%
2023	+3.58%	+16.14%
2022	-23.27%	-10.52%
2021	+8.34%	+19.06%
2020	-0.26%	+9.44%
2019	+18.83%	+3.32%
2018	-5.10%	N/A
2017	+7.94%	N/A
2016	-0.22%	N/A
2015	+6.02%	N/A
2014	+26.00%	N/A
2013	-18.16%	N/A
2012	+19.47%	N/A
2011	+18.49%	N/A
2010	+11.41%	N/A
2009	+51.01%	N/A
2008	-26.35%	N/A
2007	-9.29%	N/A
2006	+8.54%	N/A
2005	+10.98%	N/A
2004	+11.87%	N/A
2003	+20.01%	N/A
2002	+6.02%	N/A
2001	+23.87%	N/A
2000	-7.41%	N/A
1999	-0.92%	N/A

MHD vs ACIO Drawdown Comparison

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

The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.

The current MHD drawdown is -13.40%.

Rank	MHD	ACIO
#1	-45.88% Feb 12, 2008 - Sep 3, 2009	-14.18% Jan 17, 2020 - Jul 15, 2020
#2	-36.66% Dec 20, 2021 - Oct 25, 2023	-14.00% Dec 20, 2021 - Nov 20, 2023
#3	-31.31% Feb 24, 2020 - May 24, 2021	-12.12% Jan 23, 2025 - Jun 30, 2025
#4	-24.35% Feb 11, 2013 - Jan 6, 2015	-7.22% Oct 28, 2025 - Apr 16, 2026
#5	-18.10% Aug 3, 2017 - May 16, 2019	-5.72% Sep 2, 2020 - Nov 9, 2020
#6	-17.00% Jul 7, 2000 - Apr 12, 2001	-5.31% Jul 26, 2019 - Nov 15, 2019
#7	-15.77% Jul 1, 2016 - Jul 21, 2017	-5.18% Jul 16, 2024 - Aug 19, 2024
#8	-15.08% Sep 10, 2010 - Sep 6, 2011	-4.27% Sep 2, 2021 - Oct 20, 2021
#9	-14.85% Mar 17, 2004 - Aug 31, 2004	-4.05% Feb 17, 2021 - Mar 26, 2021
#10	-13.53% May 11, 2007 - Feb 8, 2008	-3.60% Mar 28, 2024 - May 10, 2024
#11	-10.05% Oct 8, 2001 - Aug 5, 2002	-3.54% Dec 4, 2024 - Jan 23, 2025
#12	-10.05% Feb 3, 2015 - Oct 28, 2015	-3.16% Jan 20, 2021 - Feb 12, 2021
#13	-9.89% Nov 2, 1999 - Jun 30, 2000	-3.15% May 7, 2021 - Jun 14, 2021
#14	-9.42% Jul 1, 2019 - Nov 29, 2019	-2.93% Nov 8, 2021 - Dec 7, 2021
#15	-8.96% Nov 29, 2012 - Jan 11, 2013	-2.75% Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between MHD and ACIO is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.14

-101

Dividend Comparison (2000 - 2026)

MHD vs ACIO dividend yield comparison.

Year	MHD	ACIO
2026	2.02%	0.14%
2025	6.08%	0.37%
2024	5.58%	0.44%
2023	3.82%	0.72%
2022	5.63%	1.51%
2021	4.34%	0.60%
2020	4.49%	1.02%
2019	4.62%	1.32%
2018	6.11%	0.00%
2017	5.86%	0.00%
2016	6.16%	0.00%
2015	6.25%	0.00%
2014	6.20%	0.00%
2013	7.66%	0.00%
2012	7.14%	0.00%
2011	6.57%	0.00%
2010	7.69%	0.00%
2009	6.65%	0.00%
2008	8.83%	0.00%
2007	6.57%	0.00%
2006	5.62%	0.00%
2005	6.86%	0.00%
2004	7.22%	0.00%
2003	7.01%	0.00%
2002	6.90%	0.00%
2001	6.24%	0.00%
2000	2.80%	0.00%