MUA vs IXP

Comparison between BlackRock Muniassets Fund Inc (MUA, ETF) and ISHARES GLOBAL COMM SERVICES ETF (IXP, ETF).

5-Year PerformanceIXP has outperformed MUA, delivering a return of +7.7% compared to -3.5%

MUA vs IXP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUA(ETF)	IXP(ETF)
Net Assets	$558M	$558M
Expense Ratio	N/A	0.37%
Max Drawdown	50.06%	53.06%
Sharpe Ratio	-0.23	0.02
5Y Beta	0.30	0.81
P/E Ratio	N/A	15.92
Forward P/E	N/A	15.77
PEG Ratio	N/A	0.18
5Y Dividends CAGR	2.69%	34.03%
5Y EPS CAGR	N/A	26.46%
Debt to Equity	N/A	36.14%
P/S Ratio	N/A	2.89
P/B Ratio	N/A	3.34

Net Assets

Winner

MUA

$558M

IXP

$558M

Expense Ratio

MUA

N/A

IXP

0.37%

Max Drawdown

Winner

MUA

50.06%

IXP

53.06%

Sharpe Ratio

MUA

-0.23

Winner

IXP

0.02

5Y Beta

Winner

MUA

0.30

IXP

0.81

P/E Ratio

MUA

N/A

IXP

15.92

Forward P/E

MUA

N/A

IXP

15.77

PEG Ratio

MUA

N/A

IXP

0.18

5Y Dividends CAGR

MUA

2.69%

Winner

IXP

34.03%

5Y EPS CAGR

MUA

N/A

IXP

26.46%

Debt to Equity

MUA

N/A

IXP

36.14%

P/S Ratio

MUA

N/A

IXP

2.89

P/B Ratio

MUA

N/A

IXP

3.34

MUA vs IXP - Historical Returns

Returns include dividend reinvestment.

Period	MUA	IXP
1 month	-3.98%	+5.41%
3 months	-4.89%	-4.49%
6 months	-6.48%	-2.01%
1 year	+0.68%	+2.78%
5 years(CAGR)	-3.47%	+7.69%
10 years(CAGR)	+0.86%	+8.84%
Max(CAGR)	+5.26%	+6.62%

MUA

-3.98%

Winner

IXP

+5.41%

MUA

-4.89%

Winner

IXP

-4.49%

MUA

-6.48%

Winner

IXP

-2.01%

MUA

+0.68%

Winner

IXP

+2.78%

5Y(CAGR)

MUA

-3.47%

Winner

IXP

+7.69%

10Y(CAGR)

MUA

+0.86%

Winner

IXP

+8.84%

Max(CAGR)

MUA

+5.26%

Winner

IXP

+6.62%

MUA vs IXP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUA	IXP
2026	-2.53%	-1.67%
2025	+1.85%	+28.75%
2024	+7.82%	+32.58%
2023	+2.51%	+36.66%
2022	-22.70%	-33.85%
2021	+5.79%	+13.71%
2020	+0.79%	+20.64%
2019	+20.17%	+24.18%
2018	-9.56%	-14.27%
2017	+16.03%	+5.52%
2016	-0.55%	+6.96%
2015	+9.17%	+0.08%
2014	+26.85%	-0.28%
2013	-14.06%	+21.66%
2012	+17.94%	+6.25%
2011	+14.51%	+0.31%
2010	+1.74%	+9.48%
2009	+43.10%	+10.09%
2008	-27.76%	-30.11%
2007	-12.40%	+23.94%
2006	+18.85%	+31.42%
2005	+18.85%	-5.20%
2004	+16.12%	+17.65%
2003	+4.66%	+21.44%
2002	+9.73%	-27.77%
2001	-3.63%	-0.87%
2000	+16.97%	N/A
1999	-5.42%	N/A

MUA vs IXP Drawdown Comparison

The maximum drawdown for MUA was -43.01%, occurring on Oct 23, 2023. This drawdown has not yet recovered.

The maximum drawdown for IXP was -50.11%, occurring on Mar 9, 2009. Recovery took 1479 trading sessions.

The current MUA drawdown is -22.54%. The current IXP drawdown is -6.05%.

Rank	MUA	IXP
#1	-43.01% Jun 15, 2021 - Oct 23, 2023	-50.11% Oct 29, 2007 - Sep 13, 2013
#2	-41.80% May 2, 2007 - Jul 2, 2010	-45.32% Jan 4, 2002 - Nov 26, 2004
#3	-36.19% Feb 10, 2020 - Feb 8, 2021	-44.29% Sep 7, 2021 - Jun 5, 2024
#4	-20.12% Jan 24, 2013 - Sep 2, 2014	-27.11% Feb 19, 2020 - Jul 8, 2020
#5	-16.95% Oct 13, 2017 - Mar 26, 2019	-19.89% Jan 26, 2018 - Apr 29, 2019
#6	-15.30% Jul 12, 2016 - Jul 11, 2017	-17.54% Feb 14, 2025 - Jun 6, 2025
#7	-14.32% Oct 1, 2010 - Dec 8, 2011	-13.99% Apr 28, 2015 - Apr 19, 2016
#8	-14.20% Aug 30, 2001 - Apr 15, 2003	-13.95% Aug 15, 2016 - Dec 12, 2017
#9	-12.88% Feb 17, 2004 - Sep 13, 2004	-12.26% Jan 29, 2026 - Mar 27, 2026
#10	-10.26% Feb 11, 2021 - May 24, 2021	-10.63% Sep 2, 2020 - Nov 5, 2020
#11	-9.51% Nov 5, 1999 - Aug 18, 2000	-9.22% Dec 31, 2004 - Mar 22, 2006
#12	-9.03% May 8, 2003 - Jan 21, 2004	-9.13% Apr 29, 2019 - Jul 26, 2019
#13	-7.51% Nov 6, 2019 - Jan 22, 2020	-8.98% Jul 29, 2014 - Apr 23, 2015
#14	-7.03% Mar 8, 2012 - Apr 24, 2012	-8.65% Jul 10, 2024 - Sep 20, 2024
#15	-7.02% Feb 7, 2005 - Apr 27, 2005	-8.28% Jul 19, 2007 - Sep 13, 2007

Correlation

Correlation between MUA and IXP is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2000 - 2026)

MUA vs IXP dividend yield comparison.

Year	MUA	IXP
2026	4.44%	0.69%
2025	6.22%	2.98%
2024	6.03%	1.35%
2023	4.84%	1.24%
2022	6.72%	0.62%
2021	5.06%	1.80%
2020	4.35%	0.95%
2019	4.37%	2.18%
2018	5.12%	4.32%
2017	4.61%	3.41%
2016	5.24%	4.02%
2015	5.25%	3.89%
2014	5.50%	12.39%
2013	6.53%	3.40%
2012	5.58%	4.76%
2011	6.01%	5.44%
2010	6.63%	4.23%
2009	6.78%	4.05%
2008	9.34%	4.66%
2007	6.57%	1.96%
2006	5.38%	2.39%
2005	5.96%	2.53%
2004	6.33%	1.25%
2003	6.83%	1.42%
2002	6.73%	1.74%
2001	7.11%	0.03%
2000	2.73%	0.00%