MHD vs PWB
Comparison between BlackRock MuniHoldings Fund Inc (MHD, ETF) and INVESCO LARGE CAP GROWTH ETF (PWB, ETF).
5-Year PerformancePWB has outperformed MHD, delivering a return of +16.8% compared to -2.1%
MHD vs PWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MHD vs PWB - Historical Returns
Returns include dividend reinvestment.
MHD vs PWB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MHD | PWB |
|---|---|---|
| 2026 | +5.46% | +25.41% |
| 2025 | +5.29% | +24.92% |
| 2024 | +3.21% | +33.11% |
| 2023 | +3.58% | +32.25% |
| 2022 | -23.27% | -25.87% |
| 2021 | +8.34% | +20.63% |
| 2020 | -0.26% | +31.03% |
| 2019 | +18.83% | +24.71% |
| 2018 | -5.10% | +0.24% |
| 2017 | +7.94% | +29.93% |
| 2016 | -0.22% | +5.00% |
| 2015 | +6.02% | +7.96% |
| 2014 | +26.00% | +14.05% |
| 2013 | -18.16% | +33.83% |
| 2012 | +19.47% | +17.97% |
| 2011 | +18.49% | -0.70% |
| 2010 | +11.41% | +12.60% |
| 2009 | +51.01% | +30.14% |
| 2008 | -26.35% | -41.42% |
| 2007 | -9.29% | +12.42% |
| 2006 | +8.54% | +3.53% |
| 2005 | +10.98% | +6.67% |
| 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 PWB Drawdown Comparison
The maximum drawdown for MHD was -45.88%, occurring on Dec 16, 2008. Recovery took 394 trading sessions.
The maximum drawdown for PWB was -52.58%, occurring on Mar 9, 2009. Recovery took 1121 trading sessions.
The current MHD drawdown is -11.25%. The current PWB drawdown is -4.14%.
| Rank | MHD | PWB |
|---|---|---|
| #1 | -45.88% Feb 12, 2008 - Sep 3, 2009 | -52.58% Oct 12, 2007 - Mar 26, 2012 |
| #2 | -36.66% Dec 20, 2021 - Oct 25, 2023 | -32.36% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -31.31% Feb 24, 2020 - May 24, 2021 | -31.41% Dec 27, 2021 - Jan 24, 2024 |
| #4 | -24.35% Feb 11, 2013 - Jan 6, 2015 | -22.10% Feb 18, 2025 - Jun 2, 2025 |
| #5 | -18.10% Aug 3, 2017 - May 16, 2019 | -20.50% Oct 1, 2018 - Apr 5, 2019 |
| #6 | -17.00% Jul 7, 2000 - Apr 12, 2001 | -13.94% Jul 20, 2015 - Jul 8, 2016 |
| #7 | -15.77% Jul 1, 2016 - Jul 21, 2017 | -13.46% Feb 12, 2021 - Apr 15, 2021 |
| #8 | -15.08% Sep 10, 2010 - Sep 6, 2011 | -12.18% Apr 6, 2006 - Dec 11, 2006 |
| #9 | -14.85% Mar 17, 2004 - Aug 31, 2004 | -12.11% Jan 29, 2026 - Apr 13, 2026 |
| #10 | -13.53% May 11, 2007 - Feb 8, 2008 | -10.04% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -10.05% Oct 8, 2001 - Aug 5, 2002 | -9.98% Jan 26, 2018 - May 21, 2018 |
| #12 | -10.05% Feb 3, 2015 - Oct 28, 2015 | -9.63% Sep 2, 2020 - Nov 5, 2020 |
| #13 | -9.89% Nov 2, 1999 - Jun 30, 2000 | -9.53% May 2, 2012 - Sep 6, 2012 |
| #14 | -9.42% Jul 1, 2019 - Nov 29, 2019 | -9.16% Jul 17, 2007 - Sep 21, 2007 |
| #15 | -8.96% Nov 29, 2012 - Jan 11, 2013 | -8.75% Oct 29, 2025 - Jan 6, 2026 |
Correlation
Correlation between MHD and PWB is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
MHD vs PWB dividend yield comparison.
| Year | MHD | PWB |
|---|---|---|
| 2026 | 2.98% | 0.00% |
| 2025 | 6.08% | 0.00% |
| 2024 | 5.58% | 0.08% |
| 2023 | 3.82% | 0.37% |
| 2022 | 5.63% | 0.31% |
| 2021 | 4.34% | 0.04% |
| 2020 | 4.49% | 0.21% |
| 2019 | 4.62% | 0.58% |
| 2018 | 6.11% | 0.97% |
| 2017 | 5.86% | 0.54% |
| 2016 | 6.16% | 0.82% |
| 2015 | 6.25% | 0.67% |
| 2014 | 6.20% | 0.43% |
| 2013 | 7.66% | 0.42% |
| 2012 | 7.14% | 1.12% |
| 2011 | 6.57% | 0.89% |
| 2010 | 7.69% | 0.64% |
| 2009 | 6.65% | 0.60% |
| 2008 | 8.83% | 0.71% |
| 2007 | 6.57% | 0.19% |
| 2006 | 5.62% | 0.12% |
| 2005 | 6.86% | 0.02% |
| 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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