MHD vs PFXF

Comparison between BlackRock MuniHoldings Fund Inc (MHD, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformancePFXF has outperformed MHD, delivering a return of +4.6% compared to -1.7%

MHD vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MHD(ETF)	PFXF(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	N/A	0.40%
Max Drawdown	52.64%	37.25%
Sharpe Ratio	0.73	1.84
5Y Beta	0.20	0.39
5Y Dividends CAGR	1.25%	5.74%

Net Assets

MHD

$2.20B

PFXF

$2.20B

Expense Ratio

MHD

N/A

PFXF

0.40%

Max Drawdown

MHD

52.64%

Winner

PFXF

37.25%

Sharpe Ratio

MHD

0.73

Winner

PFXF

1.84

5Y Beta

Winner

MHD

0.20

PFXF

0.39

5Y Dividends CAGR

MHD

1.25%

Winner

PFXF

5.74%

MHD vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	MHD	PFXF
1 month	+1.71%	+6.19%
3 months	+0.68%	+4.53%
6 months	+3.51%	+11.36%
1 year	+10.46%	+21.31%
5 years(CAGR)	-1.67%	+4.62%
10 years(CAGR)	+0.86%	+5.58%
Max(CAGR)	+5.79%	+5.78%

MHD

+1.71%

Winner

PFXF

+6.19%

MHD

+0.68%

Winner

PFXF

+4.53%

MHD

+3.51%

Winner

PFXF

+11.36%

MHD

+10.46%

Winner

PFXF

+21.31%

5Y(CAGR)

MHD

-1.67%

Winner

PFXF

+4.62%

10Y(CAGR)

MHD

+0.86%

Winner

PFXF

+5.58%

Max(CAGR)

Winner

MHD

+5.79%

PFXF

+5.78%

MHD vs PFXF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MHD	PFXF
2026	+3.17%	+7.21%
2025	+5.29%	+8.88%
2024	+3.21%	+8.29%
2023	+3.58%	+10.52%
2022	-23.27%	-18.62%
2021	+8.34%	+12.47%
2020	-0.26%	+7.34%
2019	+18.83%	+19.71%
2018	-5.10%	-3.18%
2017	+7.94%	+7.69%
2016	-0.22%	+5.79%
2015	+6.02%	-2.03%
2014	+26.00%	+15.44%
2013	-18.16%	-2.29%
2012	+19.47%	+4.44%
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 PFXF Drawdown Comparison

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

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current MHD drawdown is -13.18%.

Rank	MHD	PFXF
#1	-45.88% Feb 12, 2008 - Sep 3, 2009	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-36.66% Dec 20, 2021 - Oct 25, 2023	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-31.31% Feb 24, 2020 - May 24, 2021	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-24.35% Feb 11, 2013 - Jan 6, 2015	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-18.10% Aug 3, 2017 - May 16, 2019	-9.71% May 21, 2013 - Feb 28, 2014
#6	-17.00% Jul 7, 2000 - Apr 12, 2001	-8.39% Jul 29, 2016 - May 2, 2017
#7	-15.77% Jul 1, 2016 - Jul 21, 2017	-8.08% May 18, 2015 - Mar 17, 2016
#8	-15.08% Sep 10, 2010 - Sep 6, 2011	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-14.85% Mar 17, 2004 - Aug 31, 2004	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-13.53% May 11, 2007 - Feb 8, 2008	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-10.05% Oct 8, 2001 - Aug 5, 2002	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-10.05% Feb 3, 2015 - Oct 28, 2015	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-9.89% Nov 2, 1999 - Jun 30, 2000	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-9.42% Jul 1, 2019 - Nov 29, 2019	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-8.96% Nov 29, 2012 - Jan 11, 2013	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between MHD and PFXF is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2000 - 2026)

MHD vs PFXF dividend yield comparison.

Year	MHD	PFXF
2026	2.01%	1.73%
2025	6.08%	6.72%
2024	5.58%	7.82%
2023	3.82%	7.88%
2022	5.63%	6.74%
2021	4.34%	4.66%
2020	4.49%	5.19%
2019	4.62%	5.35%
2018	6.11%	6.56%
2017	5.86%	5.93%
2016	6.16%	5.81%
2015	6.25%	5.99%
2014	6.20%	5.91%
2013	7.66%	6.51%
2012	7.14%	2.56%
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%