MHD vs JMOM

Comparison between BlackRock MuniHoldings Fund Inc (MHD, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).

5-Year PerformanceJMOM has outperformed MHD, delivering a return of +15.7% compared to -1.7%

MHD vs JMOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MHD(ETF)	JMOM(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	N/A	0.12%
Max Drawdown	52.64%	34.31%
Sharpe Ratio	0.76	2.03
5Y Beta	0.20	1.04
P/E Ratio	N/A	33.26
Forward P/E	N/A	22.00
PEG Ratio	N/A	0.76
5Y Dividends CAGR	1.25%	12.88%
5Y EPS CAGR	N/A	22.86%
Debt to Equity	N/A	-2.11%
P/S Ratio	N/A	2.36
P/B Ratio	N/A	5.34

Net Assets

MHD

$2.20B

JMOM

$2.20B

Expense Ratio

MHD

N/A

JMOM

0.12%

Max Drawdown

MHD

52.64%

Winner

JMOM

34.31%

Sharpe Ratio

MHD

0.76

Winner

JMOM

2.03

5Y Beta

Winner

MHD

0.20

JMOM

1.04

P/E Ratio

MHD

N/A

JMOM

33.26

Forward P/E

MHD

N/A

JMOM

22.00

PEG Ratio

MHD

N/A

JMOM

0.76

5Y Dividends CAGR

MHD

1.25%

Winner

JMOM

12.88%

5Y EPS CAGR

MHD

N/A

JMOM

22.86%

Debt to Equity

MHD

N/A

JMOM

-2.11%

P/S Ratio

MHD

N/A

JMOM

2.36

P/B Ratio

MHD

N/A

JMOM

5.34

MHD vs JMOM - Historical Returns

Returns include dividend reinvestment.

Period	MHD	JMOM
1 month	+1.28%	+11.19%
3 months	+1.88%	+12.46%
6 months	+3.34%	+16.52%
1 year	+9.70%	+33.79%
5 years(CAGR)	-1.72%	+15.75%
10 years(CAGR)	+0.79%	+15.91%
Max(CAGR)	+5.78%	+15.91%

MHD

+1.28%

Winner

JMOM

+11.19%

MHD

+1.88%

Winner

JMOM

+12.46%

MHD

+3.34%

Winner

JMOM

+16.52%

MHD

+9.70%

Winner

JMOM

+33.79%

5Y(CAGR)

MHD

-1.72%

Winner

JMOM

+15.75%

10Y(CAGR)

MHD

+0.79%

Winner

JMOM

+15.91%

Max(CAGR)

MHD

+5.78%

Winner

JMOM

+15.91%

MHD vs JMOM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MHD	JMOM
2026	+2.90%	+16.23%
2025	+5.29%	+17.75%
2024	+3.21%	+29.74%
2023	+3.58%	+23.74%
2022	-23.27%	-20.41%
2021	+8.34%	+26.82%
2020	-0.26%	+28.12%
2019	+18.83%	+28.88%
2018	-5.10%	-5.24%
2017	+7.94%	+3.32%
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 JMOM Drawdown Comparison

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

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current MHD drawdown is -13.40%.

Rank	MHD	JMOM
#1	-45.88% Feb 12, 2008 - Sep 3, 2009	-34.31% Feb 19, 2020 - Jul 20, 2020
#2	-36.66% Dec 20, 2021 - Oct 25, 2023	-28.27% Nov 16, 2021 - Jan 30, 2024
#3	-31.31% Feb 24, 2020 - May 24, 2021	-21.59% Oct 3, 2018 - Jun 10, 2019
#4	-24.35% Feb 11, 2013 - Jan 6, 2015	-19.51% Feb 18, 2025 - Jun 24, 2025
#5	-18.10% Aug 3, 2017 - May 16, 2019	-10.94% Feb 12, 2021 - Apr 15, 2021
#6	-17.00% Jul 7, 2000 - Apr 12, 2001	-9.09% Jan 26, 2018 - Jun 5, 2018
#7	-15.77% Jul 1, 2016 - Jul 21, 2017	-8.49% Jul 16, 2024 - Aug 23, 2024
#8	-15.08% Sep 10, 2010 - Sep 6, 2011	-8.34% Oct 13, 2020 - Nov 24, 2020
#9	-14.85% Mar 17, 2004 - Aug 31, 2004	-8.27% Sep 2, 2020 - Oct 9, 2020
#10	-13.53% May 11, 2007 - Feb 8, 2008	-7.87% Mar 2, 2026 - Apr 8, 2026
#11	-10.05% Oct 8, 2001 - Aug 5, 2002	-6.88% Apr 26, 2021 - Jun 14, 2021
#12	-10.05% Feb 3, 2015 - Oct 28, 2015	-6.63% Sep 3, 2021 - Oct 21, 2021
#13	-9.89% Nov 2, 1999 - Jun 30, 2000	-6.24% Mar 21, 2024 - May 15, 2024
#14	-9.42% Jul 1, 2019 - Nov 29, 2019	-6.18% Dec 4, 2024 - Jan 23, 2025
#15	-8.96% Nov 29, 2012 - Jan 11, 2013	-6.07% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between MHD and JMOM is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10

-101

Dividend Comparison (2000 - 2026)

MHD vs JMOM dividend yield comparison.

Year	MHD	JMOM
2026	2.02%	0.15%
2025	6.08%	0.86%
2024	5.58%	0.75%
2023	3.82%	1.21%
2022	5.63%	1.39%
2021	4.34%	0.64%
2020	4.49%	0.85%
2019	4.62%	1.11%
2018	6.11%	1.38%
2017	5.86%	0.29%
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%