MHD vs CWI
Comparison between BlackRock MuniHoldings Fund Inc (MHD, ETF) and SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF).
5-Year PerformanceCWI has outperformed MHD, delivering a return of +9.0% compared to -1.7%
MHD vs CWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MHD vs CWI - Historical Returns
Returns include dividend reinvestment.
MHD vs CWI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MHD | CWI |
|---|---|---|
| 2026 | +3.17% | +10.60% |
| 2025 | +5.29% | +32.76% |
| 2024 | +3.21% | +7.58% |
| 2023 | +3.58% | +15.05% |
| 2022 | -23.27% | -15.80% |
| 2021 | +8.34% | +8.00% |
| 2020 | -0.26% | +8.58% |
| 2019 | +18.83% | +22.09% |
| 2018 | -5.10% | -14.65% |
| 2017 | +7.94% | +25.95% |
| 2016 | -0.22% | +6.67% |
| 2015 | +6.02% | -4.94% |
| 2014 | +26.00% | -1.28% |
| 2013 | -18.16% | +12.22% |
| 2012 | +19.47% | +13.69% |
| 2011 | +18.49% | -14.44% |
| 2010 | +11.41% | +8.51% |
| 2009 | +51.01% | +35.42% |
| 2008 | -26.35% | -41.96% |
| 2007 | -9.29% | +15.36% |
| 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 CWI Drawdown Comparison
The maximum drawdown for MHD was -45.88%, occurring on Dec 16, 2008. Recovery took 394 trading sessions.
The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.
The current MHD drawdown is -13.18%. The current CWI drawdown is -0.42%.
| Rank | MHD | CWI |
|---|---|---|
| #1 | -45.88% Feb 12, 2008 - Sep 3, 2009 | -60.77% Oct 31, 2007 - Jun 18, 2014 |
| #2 | -36.66% Dec 20, 2021 - Oct 25, 2023 | -34.64% Jan 26, 2018 - Nov 13, 2020 |
| #3 | -31.31% Feb 24, 2020 - May 24, 2021 | -29.42% Jun 14, 2021 - May 9, 2024 |
| #4 | -24.35% Feb 11, 2013 - Jan 6, 2015 | -25.24% Jul 3, 2014 - May 5, 2017 |
| #5 | -18.10% Aug 3, 2017 - May 16, 2019 | -13.85% Mar 19, 2025 - May 2, 2025 |
| #6 | -17.00% Jul 7, 2000 - Apr 12, 2001 | -12.72% Jul 13, 2007 - Oct 1, 2007 |
| #7 | -15.77% Jul 1, 2016 - Jul 21, 2017 | -11.47% Feb 25, 2026 - May 6, 2026 |
| #8 | -15.08% Sep 10, 2010 - Sep 6, 2011 | -9.50% Sep 26, 2024 - Mar 17, 2025 |
| #9 | -14.85% Mar 17, 2004 - Aug 31, 2004 | -8.03% Jul 12, 2024 - Aug 23, 2024 |
| #10 | -13.53% May 11, 2007 - Feb 8, 2008 | -7.91% Feb 26, 2007 - Apr 3, 2007 |
| #11 | -10.05% Oct 8, 2001 - Aug 5, 2002 | -4.96% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -10.05% Feb 3, 2015 - Oct 28, 2015 | -4.92% Feb 16, 2021 - Apr 15, 2021 |
| #13 | -9.89% Nov 2, 1999 - Jun 30, 2000 | -4.58% Jan 21, 2021 - Feb 9, 2021 |
| #14 | -9.42% Jul 1, 2019 - Nov 29, 2019 | -4.21% Jul 23, 2025 - Aug 13, 2025 |
| #15 | -8.96% Nov 29, 2012 - Jan 11, 2013 | -3.82% Aug 23, 2024 - Sep 19, 2024 |
Correlation
Correlation between MHD and CWI is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
MHD vs CWI dividend yield comparison.
| Year | MHD | CWI |
|---|---|---|
| 2026 | 2.01% | 0.00% |
| 2025 | 6.08% | 2.97% |
| 2024 | 5.58% | 2.89% |
| 2023 | 3.82% | 2.80% |
| 2022 | 5.63% | 3.17% |
| 2021 | 4.34% | 2.65% |
| 2020 | 4.49% | 2.07% |
| 2019 | 4.62% | 3.05% |
| 2018 | 6.11% | 2.81% |
| 2017 | 5.86% | 2.29% |
| 2016 | 6.16% | 2.45% |
| 2015 | 6.25% | 2.62% |
| 2014 | 6.20% | 3.21% |
| 2013 | 7.66% | 2.69% |
| 2012 | 7.14% | 3.15% |
| 2011 | 6.57% | 2.98% |
| 2010 | 7.69% | 2.31% |
| 2009 | 6.65% | 2.20% |
| 2008 | 8.83% | 2.17% |
| 2007 | 6.57% | 2.01% |
| 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% |
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