MLPI vs MUJ

Comparison between NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF (MLPI, ETF) and BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF).

MLPI vs MUJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MLPI(ETF)	MUJ(ETF)
Net Assets	$676M	$676M
Expense Ratio	0.68%	N/A
Max Drawdown	6.91%	47.31%
Sharpe Ratio	2.25	1.66
5Y Beta	-0.19	0.19
P/E Ratio	26.00	N/A
Forward P/E	16.39	N/A
5Y Dividends CAGR	N/A	-1.21%
5Y EPS CAGR	20.04%	N/A
P/S Ratio	1.50	N/A
P/B Ratio	3.55	N/A

Net Assets

Winner

MLPI

$676M

MUJ

$676M

Expense Ratio

MLPI

0.68%

MUJ

N/A

Max Drawdown

Winner

MLPI

6.91%

MUJ

47.31%

Sharpe Ratio

Winner

MLPI

2.25

MUJ

1.66

5Y Beta

Winner

MLPI

-0.19

MUJ

0.19

P/E Ratio

MLPI

26.00

MUJ

N/A

Forward P/E

MLPI

16.39

MUJ

N/A

5Y Dividends CAGR

MLPI

N/A

MUJ

-1.21%

5Y EPS CAGR

MLPI

20.04%

MUJ

N/A

P/S Ratio

MLPI

1.50

MUJ

N/A

P/B Ratio

MLPI

3.55

MUJ

N/A

MLPI vs MUJ - Historical Returns

Returns include dividend reinvestment.

Period	MLPI	MUJ
1 month	+1.38%	-0.14%
3 months	+6.00%	+2.25%
6 months	+17.16%	+2.59%
1 year	N/A	+19.63%
5 years(CAGR)	N/A	+0.09%
10 years(CAGR)	N/A	+2.24%
Max(CAGR)	+37.50%	+5.67%

Winner

MLPI

+1.38%

MUJ

-0.14%

Winner

MLPI

+6.00%

MUJ

+2.25%

Winner

MLPI

+17.16%

MUJ

+2.59%

MLPI

N/A

MUJ

+19.63%

5Y(CAGR)

MLPI

N/A

MUJ

+0.09%

10Y(CAGR)

MLPI

N/A

MUJ

+2.24%

Max(CAGR)

Winner

MLPI

+37.50%

MUJ

+5.67%

MLPI vs MUJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MLPI	MUJ
2026	+18.95%	+5.04%
2025	+0.56%	+12.32%
2024	N/A	+1.48%
2023	N/A	+5.81%
2022	N/A	-25.72%
2021	N/A	+16.08%
2020	N/A	+6.09%
2019	N/A	+17.37%
2018	N/A	-8.68%
2017	N/A	+9.28%
2016	N/A	+1.85%
2015	N/A	+5.06%
2014	N/A	+16.91%
2013	N/A	-17.73%
2012	N/A	+12.41%
2011	N/A	+24.95%
2010	N/A	+4.59%
2009	N/A	+37.41%
2008	N/A	-20.84%
2007	N/A	-8.12%
2006	N/A	+2.99%
2005	N/A	+9.77%
2004	N/A	+10.58%
2003	N/A	+10.72%
2002	N/A	+11.02%
2001	N/A	+12.40%
2000	N/A	+6.49%
1999	N/A	-3.69%

MLPI vs MUJ Drawdown Comparison

The maximum drawdown for MLPI was -5.38%, occurring on May 29, 2026. This drawdown has not yet recovered.

The maximum drawdown for MUJ was -41.68%, occurring on Oct 10, 2008. Recovery took 584 trading sessions.

The current MLPI drawdown is -1.89%. The current MUJ drawdown is -2.76%.

Rank	MLPI	MUJ
#1	-5.38% May 22, 2026 - May 29, 2026	-41.68% May 2, 2007 - Aug 25, 2009
#2	-4.64% Mar 26, 2026 - Apr 30, 2026	-32.68% Sep 22, 2021 - Oct 26, 2023
#3	-4.04% May 4, 2026 - May 18, 2026	-26.75% Feb 13, 2020 - Aug 10, 2020
#4	-2.78% Dec 23, 2025 - Jan 16, 2026	-22.63% Jan 10, 2013 - Feb 2, 2015
#5	-1.50% Mar 2, 2026 - Mar 19, 2026	-16.01% Nov 2, 2010 - Nov 1, 2011
#6	-0.75% Feb 13, 2026 - Feb 20, 2026	-15.43% Jul 8, 2016 - Jul 12, 2019
#7	-0.69% Jan 30, 2026 - Feb 3, 2026	-15.37% Apr 6, 2000 - Jan 2, 2001
#8	-0.59% Mar 19, 2026 - Mar 23, 2026	-13.31% Mar 11, 2004 - Aug 25, 2004
#9	-0.58% May 19, 2026 - May 22, 2026	-12.13% Feb 3, 2015 - Jan 5, 2016
#10	-0.52% Feb 23, 2026 - Feb 26, 2026	-12.12% Nov 8, 1999 - Apr 5, 2000
#11	-0.26% Jan 16, 2026 - Jan 21, 2026	-11.16% Jun 19, 2003 - Jan 12, 2004
#12	-0.17% Jan 23, 2026 - Jan 27, 2026	-9.23% Feb 14, 2005 - May 23, 2005
#13	-0.16% Apr 30, 2026 - May 4, 2026	-9.13% Sep 30, 2002 - Mar 3, 2003
#14	-0.05% Feb 11, 2026 - Feb 13, 2026	-8.76% Dec 14, 2005 - Sep 21, 2006
#15	-0.05% Mar 24, 2026 - Mar 26, 2026	-7.69% Mar 13, 2012 - Jul 6, 2012

Correlation

Correlation between MLPI and MUJ is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39

-101

Dividend Comparison (2000 - 2026)

MLPI vs MUJ dividend yield comparison.

Year	MLPI	MUJ
2026	7.17%	3.11%
2025	0.00%	5.45%
2024	0.00%	5.53%
2023	0.00%	4.13%
2022	0.00%	6.40%
2021	0.00%	4.77%
2020	0.00%	4.78%
2019	0.00%	4.03%
2018	0.00%	5.34%
2017	0.00%	5.55%
2016	0.00%	6.01%
2015	0.00%	5.69%
2014	0.00%	6.14%
2013	0.00%	6.81%
2012	0.00%	5.33%
2011	0.00%	5.64%
2010	0.00%	6.46%
2009	0.00%	5.52%
2008	0.00%	6.33%
2007	0.00%	5.41%
2006	0.00%	5.27%
2005	0.00%	6.11%
2004	0.00%	6.27%
2003	0.00%	6.25%
2002	0.00%	6.31%
2001	0.00%	5.87%
2000	0.00%	2.50%