MUC vs SPY
Comparison between BlackRock MuniHoldings California Quality Fund Inc (MUC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MUC, delivering a return of +13.3% compared to -1.8%
MUC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MUC vs SPY - Historical Returns
Returns include dividend reinvestment.
MUC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MUC | SPY |
|---|---|---|
| 2026 | +3.63% | +8.27% |
| 2025 | +5.06% | +18.00% |
| 2024 | -0.22% | +25.59% |
| 2023 | +6.36% | +26.72% |
| 2022 | -26.65% | -18.64% |
| 2021 | +7.66% | +30.52% |
| 2020 | +11.26% | +17.28% |
| 2019 | +15.59% | +31.09% |
| 2018 | -9.31% | -5.24% |
| 2017 | +5.46% | +20.78% |
| 2016 | -0.74% | +13.59% |
| 2015 | +8.38% | +1.31% |
| 2014 | +15.67% | +14.56% |
| 2013 | -15.76% | +29.00% |
| 2012 | +17.11% | +14.17% |
| 2011 | +22.69% | +0.85% |
| 2010 | +10.03% | +13.14% |
| 2009 | +39.89% | +22.67% |
| 2008 | -25.56% | -36.25% |
| 2007 | -6.32% | +5.32% |
| 2006 | -2.10% | +13.85% |
| 2005 | +17.14% | +5.32% |
| 2004 | +4.62% | +10.75% |
| 2003 | +10.98% | +24.18% |
| 2002 | +3.74% | -22.42% |
| 2001 | +17.09% | -10.13% |
| 2000 | +11.28% | -8.84% |
| 1999 | -5.52% | +8.61% |
MUC vs SPY Drawdown Comparison
The maximum drawdown for MUC was -48.88%, occurring on Dec 16, 2008. Recovery took 695 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MUC drawdown is -16.15%.
| Rank | MUC | SPY |
|---|---|---|
| #1 | -48.88% Dec 4, 2006 - Sep 9, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -38.29% Nov 9, 2021 - Oct 25, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -24.55% Nov 30, 2012 - Nov 2, 2015 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.84% Mar 6, 2020 - Jul 21, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.06% Sep 28, 2016 - Aug 7, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.37% Apr 5, 2000 - Sep 12, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -14.63% Aug 31, 2010 - Aug 15, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.52% Mar 15, 2004 - Sep 20, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.60% Nov 17, 1999 - Mar 31, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.76% May 15, 2006 - Sep 27, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.65% Oct 8, 2009 - Mar 29, 2010 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.34% Feb 22, 2002 - Jul 9, 2002 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.94% Sep 12, 2000 - Jan 3, 2001 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.34% Jun 16, 2003 - Jan 13, 2004 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.38% Oct 9, 2002 - Apr 25, 2003 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MUC and SPY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
MUC vs SPY dividend yield comparison.
| Year | MUC | SPY |
|---|---|---|
| 2026 | 1.97% | 0.24% |
| 2025 | 6.06% | 1.07% |
| 2024 | 5.62% | 1.21% |
| 2023 | 3.84% | 1.40% |
| 2022 | 5.79% | 1.65% |
| 2021 | 4.27% | 1.20% |
| 2020 | 3.96% | 1.52% |
| 2019 | 3.90% | 1.75% |
| 2018 | 4.99% | 2.04% |
| 2017 | 5.14% | 1.80% |
| 2016 | 5.45% | 2.03% |
| 2015 | 5.46% | 2.06% |
| 2014 | 5.85% | 1.87% |
| 2013 | 6.77% | 1.81% |
| 2012 | 5.77% | 2.18% |
| 2011 | 6.16% | 2.05% |
| 2010 | 6.48% | 1.80% |
| 2009 | 5.62% | 1.95% |
| 2008 | 7.13% | 3.02% |
| 2007 | 5.41% | 1.85% |
| 2006 | 5.74% | 1.73% |
| 2005 | 6.08% | 1.73% |
| 2004 | 6.67% | 1.82% |
| 2003 | 6.33% | 1.47% |
| 2002 | 6.46% | 1.70% |
| 2001 | 5.90% | 1.25% |
| 2000 | 2.54% | 1.15% |
| 1999 | 0.00% | 0.24% |
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