MUC vs DRSK

Comparison between BlackRock MuniHoldings California Quality Fund Inc (MUC, ETF) and APTUS DEFINED RISK ETF (DRSK, ETF).

5-Year PerformanceDRSK has outperformed MUC, delivering a return of +2.9% compared to -2.2%

MUC vs DRSK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUC(ETF)	DRSK(ETF)
Net Assets	$1.50B	$1.50B
Expense Ratio	N/A	0.78%
Max Drawdown	55.32%	28.44%
Sharpe Ratio	1.06	0.45
5Y Beta	0.23	0.23
5Y Dividends CAGR	-0.19%	-8.34%

Net Assets

MUC

$1.50B

DRSK

$1.50B

Expense Ratio

MUC

N/A

DRSK

0.78%

Max Drawdown

MUC

55.32%

Winner

DRSK

28.44%

Sharpe Ratio

Winner

MUC

1.06

DRSK

0.45

5Y Beta

MUC

0.23

Winner

DRSK

0.23

5Y Dividends CAGR

Winner

MUC

-0.19%

DRSK

-8.34%

MUC vs DRSK - Historical Returns

Returns include dividend reinvestment.

Period	MUC	DRSK
1 month	+3.05%	-0.69%
3 months	+4.04%	+6.35%
6 months	+6.15%	+1.74%
1 year	+12.83%	+6.96%
5 years(CAGR)	-2.24%	+2.91%
10 years(CAGR)	+0.83%	N/A
Max(CAGR)	+5.03%	+5.45%

Winner

MUC

+3.05%

DRSK

-0.69%

MUC

+4.04%

Winner

DRSK

+6.35%

Winner

MUC

+6.15%

DRSK

+1.74%

Winner

MUC

+12.83%

DRSK

+6.96%

5Y(CAGR)

MUC

-2.24%

Winner

DRSK

+2.91%

10Y(CAGR)

MUC

+0.83%

DRSK

N/A

Max(CAGR)

MUC

+5.03%

Winner

DRSK

+5.45%

MUC vs DRSK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUC	DRSK
2026	+4.96%	+2.72%
2025	+5.06%	+7.47%
2024	-0.22%	+12.19%
2023	+6.36%	+1.72%
2022	-26.65%	-9.66%
2021	+7.66%	+1.16%
2020	+11.26%	+13.31%
2019	+15.59%	+12.59%
2018	-9.31%	+2.40%
2017	+5.46%	N/A
2016	-0.74%	N/A
2015	+8.38%	N/A
2014	+15.67%	N/A
2013	-15.76%	N/A
2012	+17.11%	N/A
2011	+22.69%	N/A
2010	+10.03%	N/A
2009	+39.89%	N/A
2008	-25.56%	N/A
2007	-6.32%	N/A
2006	-2.10%	N/A
2005	+17.14%	N/A
2004	+4.62%	N/A
2003	+10.98%	N/A
2002	+3.74%	N/A
2001	+17.09%	N/A
2000	+11.28%	N/A
1999	-5.52%	N/A

MUC vs DRSK Drawdown Comparison

The maximum drawdown for MUC was -48.88%, occurring on Dec 16, 2008. Recovery took 695 trading sessions.

The maximum drawdown for DRSK was -19.86%, occurring on Oct 31, 2023. Recovery took 674 trading sessions.

The current MUC drawdown is -15.07%. The current DRSK drawdown is -2.39%.

Rank	MUC	DRSK
#1	-48.88% Dec 4, 2006 - Sep 9, 2009	-19.86% Nov 5, 2021 - Jul 16, 2024
#2	-38.29% Nov 9, 2021 - Oct 25, 2023	-8.21% Mar 5, 2020 - Apr 14, 2020
#3	-24.55% Nov 30, 2012 - Nov 2, 2015	-7.20% Oct 28, 2025 - May 8, 2026
#4	-23.84% Mar 6, 2020 - Jul 21, 2020	-4.57% Jul 26, 2021 - Nov 5, 2021
#5	-17.06% Sep 28, 2016 - Aug 7, 2019	-4.55% Mar 5, 2025 - May 16, 2025
#6	-16.37% Apr 5, 2000 - Sep 12, 2000	-4.51% Sep 2, 2020 - Jul 26, 2021
#7	-14.63% Aug 31, 2010 - Aug 15, 2011	-3.80% Dec 16, 2024 - Feb 13, 2025
#8	-14.52% Mar 15, 2004 - Sep 20, 2004	-2.86% Sep 27, 2024 - Dec 16, 2024
#9	-12.60% Nov 17, 1999 - Mar 31, 2000	-2.66% Sep 3, 2019 - Jan 6, 2020
#10	-10.76% May 15, 2006 - Sep 27, 2006	-2.39% Jun 1, 2026 - Jun 23, 2026
#11	-10.65% Oct 8, 2009 - Mar 29, 2010	-2.28% Jul 3, 2025 - Aug 13, 2025
#12	-10.34% Feb 22, 2002 - Jul 9, 2002	-1.99% Jul 16, 2024 - Aug 15, 2024
#13	-8.94% Sep 12, 2000 - Jan 3, 2001	-1.91% Apr 16, 2020 - May 6, 2020
#14	-8.34% Jun 16, 2003 - Jan 13, 2004	-1.90% Sep 20, 2018 - Oct 29, 2018
#15	-7.38% Oct 9, 2002 - Apr 25, 2003	-1.81% Dec 13, 2018 - Jan 18, 2019

Correlation

Correlation between MUC and DRSK is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2000 - 2026)

MUC vs DRSK dividend yield comparison.

Year	MUC	DRSK
2026	2.95%	0.76%
2025	6.06%	3.67%
2024	5.62%	3.31%
2023	3.84%	3.57%
2022	5.79%	1.93%
2021	4.27%	2.64%
2020	3.96%	5.69%
2019	3.90%	3.04%
2018	4.99%	2.62%
2017	5.14%	0.00%
2016	5.45%	0.00%
2015	5.46%	0.00%
2014	5.85%	0.00%
2013	6.77%	0.00%
2012	5.77%	0.00%
2011	6.16%	0.00%
2010	6.48%	0.00%
2009	5.62%	0.00%
2008	7.13%	0.00%
2007	5.41%	0.00%
2006	5.74%	0.00%
2005	6.08%	0.00%
2004	6.67%	0.00%
2003	6.33%	0.00%
2002	6.46%	0.00%
2001	5.90%	0.00%
2000	2.54%	0.00%