MUJ vs AVMV

Comparison between BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF) and AVANTIS U.S. MID CAP VALUE ETF (AVMV, ETF).

MUJ vs AVMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUJ(ETF)	AVMV(ETF)
Net Assets	$676M	$673M
Expense Ratio	N/A	0.20%
Max Drawdown	47.31%	24.83%
Sharpe Ratio	1.66	1.30
5Y Beta	0.19	0.93
P/E Ratio	N/A	21.41
Forward P/E	N/A	14.10
PEG Ratio	N/A	0.37
5Y Dividends CAGR	-1.21%	N/A
5Y EPS CAGR	N/A	13.64%
P/S Ratio	N/A	1.24
P/B Ratio	N/A	2.63

Net Assets

Winner

MUJ

$676M

AVMV

$673M

Expense Ratio

MUJ

N/A

AVMV

0.20%

Max Drawdown

MUJ

47.31%

Winner

AVMV

24.83%

Sharpe Ratio

Winner

MUJ

1.66

AVMV

1.30

5Y Beta

Winner

MUJ

0.19

AVMV

0.93

P/E Ratio

MUJ

N/A

AVMV

21.41

Forward P/E

MUJ

N/A

AVMV

14.10

PEG Ratio

MUJ

N/A

AVMV

0.37

5Y Dividends CAGR

MUJ

-1.21%

AVMV

N/A

5Y EPS CAGR

MUJ

N/A

AVMV

13.64%

P/S Ratio

MUJ

N/A

AVMV

1.24

P/B Ratio

MUJ

N/A

AVMV

2.63

MUJ vs AVMV - Historical Returns

Returns include dividend reinvestment.

Period	MUJ	AVMV
1 month	-0.14%	+0.77%
3 months	+2.25%	+3.94%
6 months	+2.59%	+8.36%
1 year	+19.63%	+23.76%
5 years(CAGR)	+0.09%	N/A
10 years(CAGR)	+2.24%	N/A
Max(CAGR)	+5.67%	+22.50%

MUJ

-0.14%

Winner

AVMV

+0.77%

MUJ

+2.25%

Winner

AVMV

+3.94%

MUJ

+2.59%

Winner

AVMV

+8.36%

MUJ

+19.63%

Winner

AVMV

+23.76%

5Y(CAGR)

MUJ

+0.09%

AVMV

N/A

10Y(CAGR)

MUJ

+2.24%

AVMV

N/A

Max(CAGR)

MUJ

+5.67%

Winner

AVMV

+22.50%

MUJ vs AVMV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUJ	AVMV
2026	+5.04%	+12.56%
2025	+12.32%	+10.52%
2024	+1.48%	+18.73%
2023	+5.81%	+15.56%
2022	-25.72%	N/A
2021	+16.08%	N/A
2020	+6.09%	N/A
2019	+17.37%	N/A
2018	-8.68%	N/A
2017	+9.28%	N/A
2016	+1.85%	N/A
2015	+5.06%	N/A
2014	+16.91%	N/A
2013	-17.73%	N/A
2012	+12.41%	N/A
2011	+24.95%	N/A
2010	+4.59%	N/A
2009	+37.41%	N/A
2008	-20.84%	N/A
2007	-8.12%	N/A
2006	+2.99%	N/A
2005	+9.77%	N/A
2004	+10.58%	N/A
2003	+10.72%	N/A
2002	+11.02%	N/A
2001	+12.40%	N/A
2000	+6.49%	N/A
1999	-3.69%	N/A

MUJ vs AVMV Drawdown Comparison

The maximum drawdown for MUJ was -41.68%, occurring on Oct 10, 2008. Recovery took 584 trading sessions.

The maximum drawdown for AVMV was -24.24%, occurring on Apr 8, 2025. Recovery took 252 trading sessions.

The current MUJ drawdown is -2.76%. The current AVMV drawdown is -0.31%.

Rank	MUJ	AVMV
#1	-41.68% May 2, 2007 - Aug 25, 2009	-24.24% Nov 25, 2024 - Nov 28, 2025
#2	-32.68% Sep 22, 2021 - Oct 26, 2023	-8.56% Jul 16, 2024 - Sep 19, 2024
#3	-26.75% Feb 13, 2020 - Aug 10, 2020	-7.62% Feb 20, 2026 - Apr 20, 2026
#4	-22.63% Jan 10, 2013 - Feb 2, 2015	-7.18% Mar 28, 2024 - Jul 16, 2024
#5	-16.01% Nov 2, 2010 - Nov 1, 2011	-4.27% Dec 26, 2023 - Feb 12, 2024
#6	-15.43% Jul 8, 2016 - Jul 12, 2019	-2.90% Oct 16, 2024 - Nov 6, 2024
#7	-15.37% Apr 6, 2000 - Jan 2, 2001	-2.78% May 6, 2026 - Jun 2, 2026
#8	-13.31% Mar 11, 2004 - Aug 25, 2004	-2.20% Jun 12, 2026 - Jul 16, 2026
#9	-12.13% Feb 3, 2015 - Jan 5, 2016	-2.14% Feb 12, 2024 - Feb 15, 2024
#10	-12.12% Nov 8, 1999 - Apr 5, 2000	-2.01% Jan 15, 2026 - Jan 21, 2026
#11	-11.16% Jun 19, 2003 - Jan 12, 2004	-1.92% Nov 11, 2024 - Nov 21, 2024
#12	-9.23% Feb 14, 2005 - May 23, 2005	-1.78% Dec 11, 2025 - Jan 5, 2026
#13	-9.13% Sep 30, 2002 - Mar 3, 2003	-1.66% Dec 19, 2023 - Dec 26, 2023
#14	-8.76% Dec 14, 2005 - Sep 21, 2006	-1.64% Feb 11, 2026 - Feb 18, 2026
#15	-7.69% Mar 13, 2012 - Jul 6, 2012	-1.50% Dec 4, 2023 - Dec 11, 2023

Correlation

Correlation between MUJ and AVMV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

MUJ vs AVMV dividend yield comparison.

Year	MUJ	AVMV
2026	3.11%	0.53%
2025	5.45%	1.20%
2024	5.53%	1.30%
2023	4.13%	0.25%
2022	6.40%	0.00%
2021	4.77%	0.00%
2020	4.78%	0.00%
2019	4.03%	0.00%
2018	5.34%	0.00%
2017	5.55%	0.00%
2016	6.01%	0.00%
2015	5.69%	0.00%
2014	6.14%	0.00%
2013	6.81%	0.00%
2012	5.33%	0.00%
2011	5.64%	0.00%
2010	6.46%	0.00%
2009	5.52%	0.00%
2008	6.33%	0.00%
2007	5.41%	0.00%
2006	5.27%	0.00%
2005	6.11%	0.00%
2004	6.27%	0.00%
2003	6.25%	0.00%
2002	6.31%	0.00%
2001	5.87%	0.00%
2000	2.50%	0.00%