MUJ vs CLOZ

Comparison between BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF) and ELDRIDGE BBB-B CLO ETF (CLOZ, ETF).

MUJ vs CLOZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUJ(ETF)	CLOZ(ETF)
Net Assets	$670M	$668M
Expense Ratio	N/A	0.50%
Max Drawdown	47.31%	6.72%
Sharpe Ratio	1.73	0.58
5Y Beta	0.19	0.15
5Y Dividends CAGR	-2.65%	N/A

Net Assets

Winner

MUJ

$670M

CLOZ

$668M

Expense Ratio

MUJ

N/A

CLOZ

0.50%

Max Drawdown

MUJ

47.31%

Winner

CLOZ

6.72%

Sharpe Ratio

Winner

MUJ

1.73

CLOZ

0.58

5Y Beta

MUJ

0.19

Winner

CLOZ

0.15

5Y Dividends CAGR

MUJ

-2.65%

CLOZ

N/A

MUJ vs CLOZ - Historical Returns

Returns include dividend reinvestment.

Period	MUJ	CLOZ
1 month	+2.69%	-0.10%
3 months	+1.75%	+5.08%
6 months	+5.02%	+2.58%
1 year	+20.81%	+5.68%
5 years(CAGR)	+0.09%	N/A
10 years(CAGR)	+2.66%	N/A
Max(CAGR)	+5.73%	+10.24%

Winner

MUJ

+2.69%

CLOZ

-0.10%

MUJ

+1.75%

Winner

CLOZ

+5.08%

Winner

MUJ

+5.02%

CLOZ

+2.58%

Winner

MUJ

+20.81%

CLOZ

+5.68%

5Y(CAGR)

MUJ

+0.09%

CLOZ

N/A

10Y(CAGR)

MUJ

+2.66%

CLOZ

N/A

Max(CAGR)

MUJ

+5.73%

Winner

CLOZ

+10.24%

MUJ vs CLOZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUJ	CLOZ
2026	+6.04%	+2.18%
2025	+12.32%	+5.89%
2024	+1.48%	+11.34%
2023	+5.81%	+14.91%
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 CLOZ Drawdown Comparison

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

The maximum drawdown for CLOZ was -5.32%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current MUJ drawdown is -1.83%. The current CLOZ drawdown is -0.38%.

Rank	MUJ	CLOZ
#1	-41.68% May 2, 2007 - Aug 25, 2009	-5.32% Feb 19, 2025 - May 14, 2025
#2	-32.68% Sep 22, 2021 - Oct 26, 2023	-3.90% Feb 3, 2026 - Apr 28, 2026
#3	-26.75% Feb 13, 2020 - Aug 10, 2020	-2.69% Feb 23, 2023 - Apr 10, 2023
#4	-22.63% Jan 10, 2013 - Feb 2, 2015	-1.38% Jul 29, 2024 - Aug 22, 2024
#5	-16.01% Nov 2, 2010 - Nov 1, 2011	-1.12% Oct 8, 2025 - Nov 26, 2025
#6	-15.43% Jul 8, 2016 - Jul 12, 2019	-0.63% Jun 1, 2026 - Jun 17, 2026
#7	-15.37% Apr 6, 2000 - Jan 2, 2001	-0.59% May 1, 2023 - May 26, 2023
#8	-13.31% Mar 11, 2004 - Aug 25, 2004	-0.56% Dec 20, 2023 - Jan 2, 2024
#9	-12.13% Feb 3, 2015 - Jan 5, 2016	-0.43% May 29, 2025 - Jun 18, 2025
#10	-12.12% Nov 8, 1999 - Apr 5, 2000	-0.41% Jan 2, 2024 - Jan 10, 2024
#11	-11.16% Jun 19, 2003 - Jan 12, 2004	-0.41% Jun 23, 2025 - Jul 3, 2025
#12	-9.23% Feb 14, 2005 - May 23, 2005	-0.41% Sep 26, 2023 - Oct 17, 2023
#13	-9.13% Sep 30, 2002 - Mar 3, 2003	-0.38% Sep 23, 2024 - Oct 16, 2024
#14	-8.76% Dec 14, 2005 - Sep 21, 2006	-0.37% Sep 17, 2025 - Oct 3, 2025
#15	-7.69% Mar 13, 2012 - Jul 6, 2012	-0.34% Oct 17, 2023 - Nov 9, 2023

Correlation

Correlation between MUJ and CLOZ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

MUJ vs CLOZ dividend yield comparison.

Year	MUJ	CLOZ
2026	2.63%	2.96%
2025	5.45%	7.63%
2024	5.53%	9.09%
2023	4.13%	8.81%
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%