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MUC vs EPS

Comparison between BlackRock MuniHoldings California Quality Fund Inc (MUC, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).

5-Year PerformanceEPS has outperformed MUC, delivering a return of +13.1% compared to -2.9%

MUC vs EPS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MUC
$1.50B
Winner
EPS
$1.60B
Expense Ratio
MUC
N/A
EPS
0.08%
Max Drawdown
Winner
MUC
55.32%
EPS
55.60%
Sharpe Ratio
MUC
0.80
Winner
EPS
1.62
5Y Beta
Winner
MUC
0.24
EPS
0.91
P/E Ratio
MUC
N/A
EPS
22.54
Forward P/E
MUC
N/A
EPS
18.83
5Y Dividends CAGR
MUC
1.30%
Winner
EPS
9.06%
5Y EPS CAGR
MUC
N/A
EPS
29.76%
Debt to Equity
MUC
N/A
EPS
61.69%
P/S Ratio
MUC
N/A
EPS
3.41
P/B Ratio
MUC
N/A
EPS
4.67

MUC vs EPS - Historical Returns

Returns include dividend reinvestment.

1M
MUC
-1.98%
Winner
EPS
+3.81%
3M
MUC
+0.19%
Winner
EPS
+6.70%
6M
MUC
+1.28%
Winner
EPS
+13.35%
1Y
MUC
+10.28%
Winner
EPS
+25.82%
5Y(CAGR)
MUC
-2.88%
Winner
EPS
+13.09%
10Y(CAGR)
MUC
+0.64%
Winner
EPS
+14.83%
Max(CAGR)
MUC
+4.96%
Winner
EPS
+10.54%

MUC vs EPS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMUCEPS
2026+3.73%+15.00%
2025+5.06%+17.52%
2024-0.22%+24.38%
2023+6.36%+23.19%
2022-26.65%-16.52%
2021+7.66%+29.19%
2020+11.26%+11.09%
2019+15.59%+32.16%
2018-9.31%-7.91%
2017+5.46%+22.21%
2016-0.74%+15.33%
2015+8.38%-1.36%
2014+15.67%+14.27%
2013-15.76%+29.44%
2012+17.11%+12.80%
2011+22.69%+2.58%
2010+10.03%+11.74%
2009+39.89%+23.43%
2008-25.56%-35.92%
2007-6.32%+2.94%
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 EPS Drawdown Comparison

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

The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.

The current MUC drawdown is -16.07%.

RankMUCEPS
#1-48.88%
Dec 4, 2006 - Sep 9, 2009
-54.41%
Oct 10, 2007 - Mar 14, 2012
#2-38.29%
Nov 9, 2021 - Oct 25, 2023
-35.79%
Feb 12, 2020 - Sep 2, 2020
#3-24.55%
Nov 30, 2012 - Nov 2, 2015
-23.56%
Jan 4, 2022 - Dec 13, 2023
#4-23.84%
Mar 6, 2020 - Jul 21, 2020
-18.98%
Sep 20, 2018 - Apr 8, 2019
#5-17.06%
Sep 28, 2016 - Aug 7, 2019
-17.65%
Feb 19, 2025 - Jun 27, 2025
#6-16.37%
Apr 5, 2000 - Sep 12, 2000
-15.09%
May 21, 2015 - Jul 14, 2016
#7-14.63%
Aug 31, 2010 - Aug 15, 2011
-10.72%
Apr 2, 2012 - Aug 21, 2012
#8-14.52%
Mar 15, 2004 - Sep 20, 2004
-10.31%
Jul 13, 2007 - Oct 9, 2007
#9-12.60%
Nov 17, 1999 - Mar 31, 2000
-10.19%
Jan 26, 2018 - Aug 29, 2018
#10-10.76%
May 15, 2006 - Sep 27, 2006
-8.98%
Sep 2, 2020 - Nov 9, 2020
#11-10.65%
Oct 8, 2009 - Mar 29, 2010
-8.39%
Feb 2, 2026 - Apr 14, 2026
#12-10.34%
Feb 22, 2002 - Jul 9, 2002
-7.84%
May 3, 2019 - Jul 1, 2019
#13-8.94%
Sep 12, 2000 - Jan 3, 2001
-7.82%
Jul 16, 2024 - Aug 30, 2024
#14-8.34%
Jun 16, 2003 - Jan 13, 2004
-7.47%
Sep 18, 2014 - Oct 31, 2014
#15-7.38%
Oct 9, 2002 - Apr 25, 2003
-7.30%
Sep 14, 2012 - Jan 2, 2013

Correlation

Correlation between MUC and EPS is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2000 - 2026)

MUC vs EPS dividend yield comparison.

YearMUCEPS
20263.50%0.52%
20256.06%1.26%
20245.62%1.47%
20233.84%1.73%
20225.79%1.95%
20214.27%1.51%
20203.96%1.85%
20193.90%1.70%
20184.99%2.02%
20175.14%1.59%
20165.45%1.99%
20155.46%2.15%
20145.85%1.66%
20136.77%1.63%
20125.77%2.17%
20116.16%1.95%
20106.48%1.70%
20095.62%1.93%
20087.13%2.73%
20075.41%1.41%
20065.74%0.00%
20056.08%0.00%
20046.67%0.00%
20036.33%0.00%
20026.46%0.00%
20015.90%0.00%
20002.54%0.00%

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