MHD vs BSVO

Comparison between BlackRock MuniHoldings Fund Inc (MHD, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).

MHD vs BSVO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MHD(ETF)	BSVO(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	N/A	0.45%
Max Drawdown	52.64%	29.80%
Sharpe Ratio	0.76	1.89
5Y Beta	0.20	0.97
P/E Ratio	N/A	-757.75
Forward P/E	N/A	10.90
5Y Dividends CAGR	1.25%	N/A
Debt to Equity	N/A	132.01%
P/S Ratio	N/A	0.59
P/B Ratio	N/A	1.18

Net Assets

MHD

$2.20B

Winner

BSVO

$2.30B

Expense Ratio

MHD

N/A

BSVO

0.45%

Max Drawdown

MHD

52.64%

Winner

BSVO

29.80%

Sharpe Ratio

MHD

0.76

Winner

BSVO

1.89

5Y Beta

Winner

MHD

0.20

BSVO

0.97

P/E Ratio

MHD

N/A

BSVO

-757.75

Forward P/E

MHD

N/A

BSVO

10.90

5Y Dividends CAGR

MHD

1.25%

BSVO

N/A

Debt to Equity

MHD

N/A

BSVO

132.01%

P/S Ratio

MHD

N/A

BSVO

0.59

P/B Ratio

MHD

N/A

BSVO

1.18

MHD vs BSVO - Historical Returns

Returns include dividend reinvestment.

Period	MHD	BSVO
1 month	+1.28%	+4.52%
3 months	+1.88%	+4.34%
6 months	+3.34%	+22.64%
1 year	+9.70%	+40.87%
5 years(CAGR)	-1.72%	N/A
10 years(CAGR)	+0.79%	N/A
Max(CAGR)	+5.78%	+17.28%

MHD

+1.28%

Winner

BSVO

+4.52%

MHD

+1.88%

Winner

BSVO

+4.34%

MHD

+3.34%

Winner

BSVO

+22.64%

MHD

+9.70%

Winner

BSVO

+40.87%

5Y(CAGR)

MHD

-1.72%

BSVO

N/A

10Y(CAGR)

MHD

+0.79%

BSVO

N/A

Max(CAGR)

MHD

+5.78%

Winner

BSVO

+17.28%

MHD vs BSVO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MHD	BSVO
2026	+2.90%	+17.75%
2025	+5.29%	+9.58%
2024	+3.21%	+4.97%
2023	+3.58%	+22.41%
2022	-23.27%	N/A
2021	+8.34%	N/A
2020	-0.26%	N/A
2019	+18.83%	N/A
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 BSVO Drawdown Comparison

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

The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.

The current MHD drawdown is -13.40%. The current BSVO drawdown is -1.61%.

Rank	MHD	BSVO
#1	-45.88% Feb 12, 2008 - Sep 3, 2009	-28.66% Nov 25, 2024 - Dec 3, 2025
#2	-36.66% Dec 20, 2021 - Oct 25, 2023	-12.52% Aug 7, 2023 - Dec 4, 2023
#3	-31.31% Feb 24, 2020 - May 24, 2021	-11.59% Jul 31, 2024 - Nov 6, 2024
#4	-24.35% Feb 11, 2013 - Jan 6, 2015	-10.18% Mar 14, 2023 - Jun 7, 2023
#5	-18.10% Aug 3, 2017 - May 16, 2019	-8.45% Dec 27, 2023 - Jul 15, 2024
#6	-17.00% Jul 7, 2000 - Apr 12, 2001	-8.31% Feb 6, 2026 - Apr 9, 2026
#7	-15.77% Jul 1, 2016 - Jul 21, 2017	-4.27% Jun 7, 2023 - Jul 11, 2023
#8	-15.08% Sep 10, 2010 - Sep 6, 2011	-3.85% Nov 11, 2024 - Nov 25, 2024
#9	-14.85% Mar 17, 2004 - Aug 31, 2004	-3.68% Dec 11, 2025 - Jan 8, 2026
#10	-13.53% May 11, 2007 - Feb 8, 2008	-2.59% Jan 22, 2026 - Feb 2, 2026
#11	-10.05% Oct 8, 2001 - Aug 5, 2002	-2.49% Jul 17, 2024 - Jul 23, 2024
#12	-10.05% Feb 3, 2015 - Oct 28, 2015	-2.21% Jan 15, 2026 - Jan 21, 2026
#13	-9.89% Nov 2, 1999 - Jun 30, 2000	-1.93% Dec 4, 2023 - Dec 8, 2023
#14	-9.42% Jul 1, 2019 - Nov 29, 2019	-1.77% Jul 23, 2024 - Jul 25, 2024
#15	-8.96% Nov 29, 2012 - Jan 11, 2013	-1.67% May 1, 2026 - May 6, 2026

Correlation

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

0.84

-101

Dividend Comparison (2000 - 2026)

MHD vs BSVO dividend yield comparison.

Year	MHD	BSVO
2026	2.02%	0.00%
2025	6.08%	1.52%
2024	5.58%	1.61%
2023	3.82%	1.43%
2022	5.63%	0.00%
2021	4.34%	0.00%
2020	4.49%	0.00%
2019	4.62%	0.00%
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%