MUJ vs LGOV

Comparison between BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF) and FIRST TRUST LONG DURATION OPPORTUNITIES ETF (LGOV, ETF).

5-Year PerformanceMUJ has outperformed LGOV, delivering a return of +0.1% compared to -1.9%

MUJ vs LGOV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUJ(ETF)	LGOV(ETF)
Net Assets	$669M	$665M
Expense Ratio	N/A	0.49%
Max Drawdown	47.31%	37.47%
Sharpe Ratio	1.63	0.12
5Y Beta	0.19	0.02
5Y Dividends CAGR	-0.94%	-1.51%

Net Assets

Winner

MUJ

$669M

LGOV

$665M

Expense Ratio

MUJ

N/A

LGOV

0.49%

Max Drawdown

MUJ

47.31%

Winner

LGOV

37.47%

Sharpe Ratio

Winner

MUJ

1.63

LGOV

0.12

5Y Beta

MUJ

0.19

Winner

LGOV

0.02

5Y Dividends CAGR

Winner

MUJ

-0.94%

LGOV

-1.51%

MUJ vs LGOV - Historical Returns

Returns include dividend reinvestment.

Period	MUJ	LGOV
1 month	+1.19%	-1.04%
3 months	-0.85%	-3.03%
6 months	+3.71%	-1.33%
1 year	+19.60%	+4.44%
5 years(CAGR)	+0.09%	-1.87%
10 years(CAGR)	+2.57%	N/A
Max(CAGR)	+5.69%	+1.08%

Winner

MUJ

+1.19%

LGOV

-1.04%

Winner

MUJ

-0.85%

LGOV

-3.03%

Winner

MUJ

+3.71%

LGOV

-1.33%

Winner

MUJ

+19.60%

LGOV

+4.44%

5Y(CAGR)

Winner

MUJ

+0.09%

LGOV

-1.87%

10Y(CAGR)

MUJ

+2.57%

LGOV

N/A

Max(CAGR)

Winner

MUJ

+5.69%

LGOV

+1.08%

MUJ vs LGOV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUJ	LGOV
2026	+4.89%	-1.11%
2025	+12.32%	+9.08%
2024	+1.48%	-1.38%
2023	+5.81%	+3.91%
2022	-25.72%	-18.69%
2021	+16.08%	-2.09%
2020	+6.09%	+11.10%
2019	+17.37%	+11.54%
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 LGOV Drawdown Comparison

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

The maximum drawdown for LGOV was -30.86%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current MUJ drawdown is -2.89%. The current LGOV drawdown is -15.86%.

Rank	MUJ	LGOV
#1	-41.68% May 2, 2007 - Aug 25, 2009	-30.86% Mar 9, 2020 - Oct 19, 2023
#2	-32.68% Sep 22, 2021 - Oct 26, 2023	-4.68% Sep 4, 2019 - Jan 30, 2020
#3	-26.75% Feb 13, 2020 - Aug 10, 2020	-1.68% Mar 28, 2019 - May 13, 2019
#4	-22.63% Jan 10, 2013 - Feb 2, 2015	-1.49% Jul 3, 2019 - Aug 1, 2019
#5	-16.01% Nov 2, 2010 - Nov 1, 2011	-1.15% Feb 26, 2019 - Mar 8, 2019
#6	-15.43% Jul 8, 2016 - Jul 12, 2019	-0.99% Jan 31, 2020 - Feb 18, 2020
#7	-15.37% Apr 6, 2000 - Jan 2, 2001	-0.83% Aug 15, 2019 - Aug 27, 2019
#8	-13.31% Mar 11, 2004 - Aug 25, 2004	-0.65% Jun 3, 2019 - Jun 18, 2019
#9	-12.13% Feb 3, 2015 - Jan 5, 2016	-0.44% Feb 8, 2019 - Feb 19, 2019
#10	-12.12% Nov 8, 1999 - Apr 5, 2000	-0.43% Feb 1, 2019 - Feb 7, 2019
#11	-11.16% Jun 19, 2003 - Jan 12, 2004	-0.39% Feb 20, 2019 - Feb 26, 2019
#12	-9.23% Feb 14, 2005 - May 23, 2005	-0.33% May 17, 2019 - May 23, 2019
#13	-9.13% Sep 30, 2002 - Mar 3, 2003	-0.31% Jun 28, 2019 - Jul 2, 2019
#14	-8.76% Dec 14, 2005 - Sep 21, 2006	-0.24% Aug 28, 2019 - Sep 3, 2019
#15	-7.69% Mar 13, 2012 - Jul 6, 2012	-0.24% Aug 8, 2019 - Aug 12, 2019

Correlation

Correlation between MUJ and LGOV is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2000 - 2026)

MUJ vs LGOV dividend yield comparison.

Year	MUJ	LGOV
2026	2.20%	1.83%
2025	5.45%	4.02%
2024	5.53%	4.03%
2023	4.13%	3.59%
2022	6.40%	1.97%
2021	4.77%	2.58%
2020	4.78%	3.75%
2019	4.03%	3.01%
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%