MUJ vs SFY
Comparison between BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceSFY has outperformed MUJ, delivering a return of +14.8% compared to +0.1%
MUJ vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MUJ vs SFY - Historical Returns
Returns include dividend reinvestment.
MUJ vs SFY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MUJ | SFY |
|---|---|---|
| 2026 | +6.04% | +12.93% |
| 2025 | +12.32% | +22.30% |
| 2024 | +1.48% | +30.12% |
| 2023 | +5.81% | +29.00% |
| 2022 | -25.72% | -24.38% |
| 2021 | +16.08% | +28.54% |
| 2020 | +6.09% | +22.23% |
| 2019 | +17.37% | +12.42% |
| 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 SFY Drawdown Comparison
The maximum drawdown for MUJ was -41.68%, occurring on Oct 10, 2008. Recovery took 584 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current MUJ drawdown is -1.83%. The current SFY drawdown is -1.98%.
| Rank | MUJ | SFY |
|---|---|---|
| #1 | -41.68% May 2, 2007 - Aug 25, 2009 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -32.68% Sep 22, 2021 - Oct 26, 2023 | -28.36% Dec 27, 2021 - Feb 7, 2024 |
| #3 | -26.75% Feb 13, 2020 - Aug 10, 2020 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -22.63% Jan 10, 2013 - Feb 2, 2015 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -16.01% Nov 2, 2010 - Nov 1, 2011 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -15.43% Jul 8, 2016 - Jul 12, 2019 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -15.37% Apr 6, 2000 - Jan 2, 2001 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -13.31% Mar 11, 2004 - Aug 25, 2004 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #9 | -12.13% Feb 3, 2015 - Jan 5, 2016 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #10 | -12.12% Nov 8, 1999 - Apr 5, 2000 | -6.19% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -11.16% Jun 19, 2003 - Jan 12, 2004 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -9.23% Feb 14, 2005 - May 23, 2005 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #13 | -9.13% Sep 30, 2002 - Mar 3, 2003 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #14 | -8.76% Dec 14, 2005 - Sep 21, 2006 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #15 | -7.69% Mar 13, 2012 - Jul 6, 2012 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
Correlation
Correlation between MUJ and SFY is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
MUJ vs SFY dividend yield comparison.
| Year | MUJ | SFY |
|---|---|---|
| 2026 | 2.63% | 0.00% |
| 2025 | 5.45% | 0.96% |
| 2024 | 5.53% | 0.60% |
| 2023 | 4.13% | 0.28% |
| 2022 | 6.40% | 0.32% |
| 2021 | 4.77% | 0.18% |
| 2020 | 4.78% | 0.24% |
| 2019 | 4.03% | 0.20% |
| 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% |
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