MUA vs SVOL

Comparison between BlackRock Muniassets Fund Inc (MUA, ETF) and SIMPLIFY VOLATILITY PREMIUM ETF (SVOL, ETF).

5-Year PerformanceSVOL has outperformed MUA, delivering a return of +6.2% compared to -3.0%

MUA vs SVOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUA(ETF)	SVOL(ETF)
Net Assets	$567M	$563M
Expense Ratio	N/A	0.66%
Max Drawdown	50.06%	50.81%
Sharpe Ratio	0.65	0.43
5Y Beta	0.29	1.52
5Y Dividends CAGR	2.47%	N/A

Net Assets

Winner

MUA

$567M

SVOL

$563M

Expense Ratio

MUA

N/A

SVOL

0.66%

Max Drawdown

Winner

MUA

50.06%

SVOL

50.81%

Sharpe Ratio

Winner

MUA

0.65

SVOL

0.43

5Y Beta

Winner

MUA

0.29

SVOL

1.52

5Y Dividends CAGR

MUA

2.47%

SVOL

N/A

MUA vs SVOL - Historical Returns

Returns include dividend reinvestment.

Period	MUA	SVOL
1 month	+0.15%	+1.63%
3 months	+1.18%	+5.79%
6 months	+2.26%	+0.97%
1 year	+11.02%	+10.34%
5 years(CAGR)	-2.95%	+6.21%
10 years(CAGR)	+1.72%	N/A
Max(CAGR)	+5.52%	+7.52%

MUA

+0.15%

Winner

SVOL

+1.63%

MUA

+1.18%

Winner

SVOL

+5.79%

Winner

MUA

+2.26%

SVOL

+0.97%

Winner

MUA

+11.02%

SVOL

+10.34%

5Y(CAGR)

MUA

-2.95%

Winner

SVOL

+6.21%

10Y(CAGR)

MUA

+1.72%

SVOL

N/A

Max(CAGR)

MUA

+5.52%

Winner

SVOL

+7.52%

MUA vs SVOL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUA	SVOL
2026	+3.16%	-0.83%
2025	+1.85%	+2.74%
2024	+7.82%	+6.52%
2023	+2.51%	+22.95%
2022	-22.70%	-5.04%
2021	+5.79%	+12.25%
2020	+0.79%	N/A
2019	+20.17%	N/A
2018	-9.56%	N/A
2017	+16.03%	N/A
2016	-0.55%	N/A
2015	+9.17%	N/A
2014	+26.85%	N/A
2013	-14.06%	N/A
2012	+17.94%	N/A
2011	+14.51%	N/A
2010	+1.74%	N/A
2009	+43.10%	N/A
2008	-27.76%	N/A
2007	-12.40%	N/A
2006	+18.85%	N/A
2005	+18.85%	N/A
2004	+16.12%	N/A
2003	+4.66%	N/A
2002	+9.73%	N/A
2001	-3.63%	N/A
2000	+16.97%	N/A
1999	-5.42%	N/A

MUA vs SVOL 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 SVOL was -33.48%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current MUA drawdown is -18.02%. The current SVOL drawdown is -3.44%.

Rank	MUA	SVOL
#1	-43.01% Jun 15, 2021 - Oct 23, 2023	-33.48% Feb 19, 2025 - Apr 8, 2025
#2	-41.80% May 2, 2007 - Jul 2, 2010	-15.56% Jan 12, 2022 - May 8, 2023
#3	-36.19% Feb 10, 2020 - Feb 8, 2021	-10.91% Jul 12, 2024 - Aug 15, 2024
#4	-20.12% Jan 24, 2013 - Sep 2, 2014	-8.52% Nov 4, 2021 - Jan 4, 2022
#5	-16.95% Oct 13, 2017 - Mar 26, 2019	-6.89% Dec 4, 2024 - Jan 23, 2025
#6	-15.30% Jul 12, 2016 - Jul 11, 2017	-5.11% Jul 2, 2021 - Aug 10, 2021
#7	-14.32% Oct 1, 2010 - Dec 8, 2011	-4.99% Sep 2, 2021 - Oct 14, 2021
#8	-14.20% Aug 30, 2001 - Apr 15, 2003	-4.66% Aug 27, 2024 - Nov 13, 2024
#9	-12.88% Feb 17, 2004 - Sep 13, 2004	-4.61% Sep 14, 2023 - Nov 6, 2023
#10	-10.26% Feb 11, 2021 - May 24, 2021	-3.79% Mar 27, 2024 - May 3, 2024
#11	-9.51% Nov 5, 1999 - Aug 18, 2000	-2.85% Jun 11, 2021 - Jun 24, 2021
#12	-9.03% May 8, 2003 - Jan 21, 2004	-2.14% Jan 4, 2022 - Jan 12, 2022
#13	-7.51% Nov 6, 2019 - Jan 22, 2020	-2.10% May 14, 2021 - May 26, 2021
#14	-7.03% Mar 8, 2012 - Apr 24, 2012	-1.84% Aug 12, 2021 - Aug 27, 2021
#15	-7.02% Feb 7, 2005 - Apr 27, 2005	-1.71% Oct 25, 2021 - Nov 2, 2021

Correlation

Correlation between MUA and SVOL is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10

-101

Dividend Comparison (2000 - 2026)

MUA vs SVOL dividend yield comparison.

Year	MUA	SVOL
2026	2.58%	9.03%
2025	6.22%	19.82%
2024	6.03%	16.79%
2023	4.84%	16.36%
2022	6.72%	18.32%
2021	5.06%	4.65%
2020	4.35%	0.00%
2019	4.37%	0.00%
2018	5.12%	0.00%
2017	4.61%	0.00%
2016	5.24%	0.00%
2015	5.25%	0.00%
2014	5.50%	0.00%
2013	6.53%	0.00%
2012	5.58%	0.00%
2011	6.01%	0.00%
2010	6.63%	0.00%
2009	6.78%	0.00%
2008	9.34%	0.00%
2007	6.57%	0.00%
2006	5.38%	0.00%
2005	5.96%	0.00%
2004	6.33%	0.00%
2003	6.83%	0.00%
2002	6.73%	0.00%
2001	7.11%	0.00%
2000	2.73%	0.00%