MUC vs PDP

Comparison between BlackRock MuniHoldings California Quality Fund Inc (MUC, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).

5-Year PerformancePDP has outperformed MUC, delivering a return of +11.2% compared to -2.3%

MUC vs PDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUC(ETF)	PDP(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	N/A	0.62%
Max Drawdown	55.32%	59.45%
Sharpe Ratio	1.06	1.49
5Y Beta	0.23	1.17
P/E Ratio	N/A	38.85
Forward P/E	N/A	26.56
5Y Dividends CAGR	-0.19%	9.90%
5Y EPS CAGR	N/A	26.82%
Debt to Equity	N/A	55.90%
P/S Ratio	N/A	2.84
P/B Ratio	N/A	8.50

Net Assets

MUC

$1.50B

Winner

PDP

$1.60B

Expense Ratio

MUC

N/A

PDP

0.62%

Max Drawdown

Winner

MUC

55.32%

PDP

59.45%

Sharpe Ratio

MUC

1.06

Winner

PDP

1.49

5Y Beta

Winner

MUC

0.23

PDP

1.17

P/E Ratio

MUC

N/A

PDP

38.85

Forward P/E

MUC

N/A

PDP

26.56

5Y Dividends CAGR

MUC

-0.19%

Winner

PDP

9.90%

5Y EPS CAGR

MUC

N/A

PDP

26.82%

Debt to Equity

MUC

N/A

PDP

55.90%

P/S Ratio

MUC

N/A

PDP

2.84

P/B Ratio

MUC

N/A

PDP

8.50

MUC vs PDP - Historical Returns

Returns include dividend reinvestment.

Period	MUC	PDP
1 month	+2.96%	+6.32%
3 months	+5.48%	+20.51%
6 months	+6.05%	+23.96%
1 year	+12.07%	+39.22%
5 years(CAGR)	-2.32%	+11.15%
10 years(CAGR)	+0.78%	+14.15%
Max(CAGR)	+5.02%	+10.26%

MUC

+2.96%

Winner

PDP

+6.32%

MUC

+5.48%

Winner

PDP

+20.51%

MUC

+6.05%

Winner

PDP

+23.96%

MUC

+12.07%

Winner

PDP

+39.22%

5Y(CAGR)

MUC

-2.32%

Winner

PDP

+11.15%

10Y(CAGR)

MUC

+0.78%

Winner

PDP

+14.15%

Max(CAGR)

MUC

+5.02%

Winner

PDP

+10.26%

MUC vs PDP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUC	PDP
2026	+4.86%	+25.48%
2025	+5.06%	+8.02%
2024	-0.22%	+28.47%
2023	+6.36%	+21.82%
2022	-26.65%	-23.37%
2021	+7.66%	+9.40%
2020	+11.26%	+35.79%
2019	+15.59%	+34.74%
2018	-9.31%	-6.40%
2017	+5.46%	+22.97%
2016	-0.74%	+4.62%
2015	+8.38%	+1.55%
2014	+15.67%	+13.29%
2013	-15.76%	+28.69%
2012	+17.11%	+17.82%
2011	+22.69%	+0.33%
2010	+10.03%	+24.50%
2009	+39.89%	+24.87%
2008	-25.56%	-45.65%
2007	-6.32%	+13.82%
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 PDP Drawdown Comparison

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

The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.

The current MUC drawdown is -15.15%. The current PDP drawdown is -2.81%.

Rank	MUC	PDP
#1	-48.88% Dec 4, 2006 - Sep 9, 2009	-59.34% Dec 10, 2007 - Apr 3, 2012
#2	-38.29% Nov 9, 2021 - Oct 25, 2023	-34.70% Feb 19, 2020 - Jul 17, 2020
#3	-24.55% Nov 30, 2012 - Nov 2, 2015	-33.92% Nov 8, 2021 - Jul 12, 2024
#4	-23.84% Mar 6, 2020 - Jul 21, 2020	-24.54% Sep 14, 2018 - Jun 10, 2019
#5	-17.06% Sep 28, 2016 - Aug 7, 2019	-23.79% Dec 4, 2024 - Sep 19, 2025
#6	-16.37% Apr 5, 2000 - Sep 12, 2000	-19.14% Mar 20, 2015 - Feb 9, 2017
#7	-14.63% Aug 31, 2010 - Aug 15, 2011	-13.91% Jul 13, 2007 - Oct 9, 2007
#8	-14.52% Mar 15, 2004 - Sep 20, 2004	-13.47% Feb 12, 2021 - Aug 5, 2021
#9	-12.60% Nov 17, 1999 - Mar 31, 2000	-11.87% Oct 29, 2025 - Jan 13, 2026
#10	-10.76% May 15, 2006 - Sep 27, 2006	-11.63% Feb 25, 2026 - Apr 10, 2026
#11	-10.65% Oct 8, 2009 - Mar 29, 2010	-9.80% May 2, 2012 - Sep 14, 2012
#12	-10.34% Feb 22, 2002 - Jul 9, 2002	-9.76% Sep 5, 2014 - Nov 3, 2014
#13	-8.94% Sep 12, 2000 - Jan 3, 2001	-9.59% Jul 16, 2024 - Sep 19, 2024
#14	-8.34% Jun 16, 2003 - Jan 13, 2004	-9.53% Jan 26, 2018 - May 30, 2018
#15	-7.38% Oct 9, 2002 - Apr 25, 2003	-8.91% Sep 2, 2020 - Oct 9, 2020

Correlation

Correlation between MUC and PDP is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2000 - 2026)

MUC vs PDP dividend yield comparison.

Year	MUC	PDP
2026	2.95%	0.00%
2025	6.06%	0.17%
2024	5.62%	0.15%
2023	3.84%	0.42%
2022	5.79%	0.45%
2021	4.27%	0.00%
2020	3.96%	0.11%
2019	3.90%	0.25%
2018	4.99%	0.18%
2017	5.14%	0.28%
2016	5.45%	0.81%
2015	5.46%	0.39%
2014	5.85%	0.15%
2013	6.77%	0.28%
2012	5.77%	0.85%
2011	6.16%	0.16%
2010	6.48%	0.24%
2009	5.62%	0.54%
2008	7.13%	0.27%
2007	5.41%	0.09%
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%