MHD vs DES
Comparison between BlackRock MuniHoldings Fund Inc (MHD, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceDES has outperformed MHD, delivering a return of +8.4% compared to -2.4%
MHD vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MHD vs DES - Historical Returns
Returns include dividend reinvestment.
MHD vs DES - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MHD | DES |
|---|---|---|
| 2026 | +2.89% | +24.04% |
| 2025 | +5.29% | +0.96% |
| 2024 | +3.21% | +9.71% |
| 2023 | +3.58% | +16.28% |
| 2022 | -23.27% | -11.65% |
| 2021 | +8.34% | +27.88% |
| 2020 | -0.26% | -3.69% |
| 2019 | +18.83% | +19.33% |
| 2018 | -5.10% | -13.42% |
| 2017 | +7.94% | +8.08% |
| 2016 | -0.22% | +33.60% |
| 2015 | +6.02% | -5.29% |
| 2014 | +26.00% | +8.94% |
| 2013 | -18.16% | +32.90% |
| 2012 | +19.47% | +16.16% |
| 2011 | +18.49% | -3.63% |
| 2010 | +11.41% | +24.59% |
| 2009 | +51.01% | +20.08% |
| 2008 | -26.35% | -27.07% |
| 2007 | -9.29% | -12.85% |
| 2006 | +8.54% | +16.40% |
| 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 DES Drawdown Comparison
The maximum drawdown for MHD was -45.88%, occurring on Dec 16, 2008. Recovery took 394 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current MHD drawdown is -13.42%. The current DES drawdown is -0.75%.
| Rank | MHD | DES |
|---|---|---|
| #1 | -45.88% Feb 12, 2008 - Sep 3, 2009 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -36.66% Dec 20, 2021 - Oct 25, 2023 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -31.31% Feb 24, 2020 - May 24, 2021 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -24.35% Feb 11, 2013 - Jan 6, 2015 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -18.10% Aug 3, 2017 - May 16, 2019 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -17.00% Jul 7, 2000 - Apr 12, 2001 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -15.77% Jul 1, 2016 - Jul 21, 2017 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -15.08% Sep 10, 2010 - Sep 6, 2011 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -14.85% Mar 17, 2004 - Aug 31, 2004 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -13.53% May 11, 2007 - Feb 8, 2008 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -10.05% Oct 8, 2001 - Aug 5, 2002 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -10.05% Feb 3, 2015 - Oct 28, 2015 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -9.89% Nov 2, 1999 - Jun 30, 2000 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -9.42% Jul 1, 2019 - Nov 29, 2019 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -8.96% Nov 29, 2012 - Jan 11, 2013 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between MHD and DES is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
MHD vs DES dividend yield comparison.
| Year | MHD | DES |
|---|---|---|
| 2026 | 3.58% | 0.98% |
| 2025 | 6.08% | 2.85% |
| 2024 | 5.58% | 2.81% |
| 2023 | 3.82% | 2.65% |
| 2022 | 5.63% | 2.89% |
| 2021 | 4.34% | 2.31% |
| 2020 | 4.49% | 2.75% |
| 2019 | 4.62% | 2.68% |
| 2018 | 6.11% | 3.65% |
| 2017 | 5.86% | 2.89% |
| 2016 | 6.16% | 2.70% |
| 2015 | 6.25% | 3.09% |
| 2014 | 6.20% | 2.68% |
| 2013 | 7.66% | 2.45% |
| 2012 | 7.14% | 4.04% |
| 2011 | 6.57% | 3.38% |
| 2010 | 7.69% | 3.57% |
| 2009 | 6.65% | 3.60% |
| 2008 | 8.83% | 6.09% |
| 2007 | 6.57% | 3.78% |
| 2006 | 5.62% | 1.82% |
| 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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