MHD vs SCHY

Comparison between BlackRock MuniHoldings Fund Inc (MHD, ETF) and SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF (SCHY, ETF).

5-Year PerformanceSCHY has outperformed MHD, delivering a return of +8.4% compared to -2.1%

MHD vs SCHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MHD(ETF)	SCHY(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	N/A	0.08%
Max Drawdown	52.64%	25.42%
Sharpe Ratio	1.05	1.37
5Y Beta	0.21	0.39
5Y Dividends CAGR	-0.36%	96.21%

Net Assets

MHD

$2.30B

SCHY

$2.30B

Expense Ratio

MHD

N/A

SCHY

0.08%

Max Drawdown

MHD

52.64%

Winner

SCHY

25.42%

Sharpe Ratio

MHD

1.05

Winner

SCHY

1.37

5Y Beta

Winner

MHD

0.21

SCHY

0.39

5Y Dividends CAGR

MHD

-0.36%

Winner

SCHY

96.21%

MHD vs SCHY - Historical Returns

Returns include dividend reinvestment.

Period	MHD	SCHY
1 month	+1.87%	-0.04%
3 months	+2.83%	-0.96%
6 months	+3.08%	+8.00%
1 year	+13.63%	+21.67%
5 years(CAGR)	-2.08%	+8.39%
10 years(CAGR)	+1.04%	N/A
Max(CAGR)	+5.84%	+8.88%

Winner

MHD

+1.87%

SCHY

-0.04%

Winner

MHD

+2.83%

SCHY

-0.96%

MHD

+3.08%

Winner

SCHY

+8.00%

MHD

+13.63%

Winner

SCHY

+21.67%

5Y(CAGR)

MHD

-2.08%

Winner

SCHY

+8.39%

10Y(CAGR)

MHD

+1.04%

SCHY

N/A

Max(CAGR)

MHD

+5.84%

Winner

SCHY

+8.88%

MHD vs SCHY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MHD	SCHY
2026	+5.46%	+9.01%
2025	+5.29%	+33.82%
2024	+3.21%	-1.25%
2023	+3.58%	+13.76%
2022	-23.27%	-9.80%
2021	+8.34%	+4.08%
2020	-0.26%	N/A
2019	+18.83%	N/A
2018	-5.10%	N/A
2017	+7.94%	N/A
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 SCHY Drawdown Comparison

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

The maximum drawdown for SCHY was -24.03%, occurring on Sep 27, 2022. Recovery took 471 trading sessions.

The current MHD drawdown is -11.25%. The current SCHY drawdown is -3.49%.

Rank	MHD	SCHY
#1	-45.88% Feb 12, 2008 - Sep 3, 2009	-24.03% Feb 9, 2022 - Dec 26, 2023
#2	-36.66% Dec 20, 2021 - Oct 25, 2023	-12.16% Sep 26, 2024 - Apr 22, 2025
#3	-31.31% Feb 24, 2020 - May 24, 2021	-9.11% Feb 27, 2026 - Mar 20, 2026
#4	-24.35% Feb 11, 2013 - Jan 6, 2015	-7.47% Jun 14, 2021 - Jan 12, 2022
#5	-18.10% Aug 3, 2017 - May 16, 2019	-5.26% Jan 12, 2024 - May 13, 2024
#6	-17.00% Jul 7, 2000 - Apr 12, 2001	-4.53% May 17, 2024 - Jul 12, 2024
#7	-15.77% Jul 1, 2016 - Jul 21, 2017	-3.52% Jul 31, 2024 - Aug 15, 2024
#8	-15.08% Sep 10, 2010 - Sep 6, 2011	-3.48% Jul 23, 2025 - Aug 12, 2025
#9	-14.85% Mar 17, 2004 - Aug 31, 2004	-2.90% Nov 12, 2025 - Nov 26, 2025
#10	-13.53% May 11, 2007 - Feb 8, 2008	-2.86% Jan 14, 2022 - Feb 9, 2022
#11	-10.05% Oct 8, 2001 - Aug 5, 2002	-2.80% Aug 22, 2025 - Oct 17, 2025
#12	-10.05% Feb 3, 2015 - Oct 28, 2015	-2.73% Jun 12, 2025 - Jul 2, 2025
#13	-9.89% Nov 2, 1999 - Jun 30, 2000	-2.33% May 10, 2021 - May 17, 2021
#14	-9.42% Jul 1, 2019 - Nov 29, 2019	-1.95% May 6, 2025 - May 19, 2025
#15	-8.96% Nov 29, 2012 - Jan 11, 2013	-1.89% Oct 28, 2025 - Nov 10, 2025

Correlation

Correlation between MHD and SCHY is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2000 - 2026)

MHD vs SCHY dividend yield comparison.

Year	MHD	SCHY
2026	2.98%	1.67%
2025	6.08%	3.55%
2024	5.58%	4.64%
2023	3.82%	3.97%
2022	5.63%	3.67%
2021	4.34%	1.73%
2020	4.49%	0.00%
2019	4.62%	0.00%
2018	6.11%	0.00%
2017	5.86%	0.00%
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%