MUJ vs TAFM

Comparison between BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF) and AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF (TAFM, ETF).

MUJ vs TAFM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUJ(ETF)	TAFM(ETF)
Net Assets	$676M	$673M
Expense Ratio	N/A	0.28%
Max Drawdown	47.31%	6.06%
Sharpe Ratio	1.66	1.01
5Y Beta	0.19	0.01
5Y Dividends CAGR	-1.21%	N/A

Net Assets

Winner

MUJ

$676M

TAFM

$673M

Expense Ratio

MUJ

N/A

TAFM

0.28%

Max Drawdown

MUJ

47.31%

Winner

TAFM

6.06%

Sharpe Ratio

Winner

MUJ

1.66

TAFM

1.01

5Y Beta

MUJ

0.19

Winner

TAFM

0.01

5Y Dividends CAGR

MUJ

-1.21%

TAFM

N/A

MUJ vs TAFM - Historical Returns

Returns include dividend reinvestment.

Period	MUJ	TAFM
1 month	-0.14%	-0.57%
3 months	+2.25%	+0.19%
6 months	+2.59%	+1.12%
1 year	+19.63%	+6.61%
5 years(CAGR)	+0.09%	N/A
10 years(CAGR)	+2.24%	N/A
Max(CAGR)	+5.67%	+3.80%

Winner

MUJ

-0.14%

TAFM

-0.57%

Winner

MUJ

+2.25%

TAFM

+0.19%

Winner

MUJ

+2.59%

TAFM

+1.12%

Winner

MUJ

+19.63%

TAFM

+6.61%

5Y(CAGR)

MUJ

+0.09%

TAFM

N/A

10Y(CAGR)

MUJ

+2.24%

TAFM

N/A

Max(CAGR)

Winner

MUJ

+5.67%

TAFM

+3.80%

MUJ vs TAFM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUJ	TAFM
2026	+5.04%	+1.48%
2025	+12.32%	+4.26%
2024	+1.48%	+2.74%
2023	+5.81%	+1.51%
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 TAFM Drawdown Comparison

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

The maximum drawdown for TAFM was -4.74%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.

The current MUJ drawdown is -2.76%. The current TAFM drawdown is -0.96%.

Rank	MUJ	TAFM
#1	-41.68% May 2, 2007 - Aug 25, 2009	-4.74% Feb 28, 2025 - Sep 8, 2025
#2	-32.68% Sep 22, 2021 - Oct 26, 2023	-2.73% Dec 6, 2024 - Feb 28, 2025
#3	-26.75% Feb 13, 2020 - Aug 10, 2020	-2.69% Feb 27, 2026 - Jun 25, 2026
#4	-22.63% Jan 10, 2013 - Feb 2, 2015	-2.50% Oct 2, 2024 - Dec 3, 2024
#5	-16.01% Nov 2, 2010 - Nov 1, 2011	-1.60% Feb 1, 2024 - May 15, 2024
#6	-15.43% Jul 8, 2016 - Jul 12, 2019	-1.28% May 15, 2024 - Jun 6, 2024
#7	-15.37% Apr 6, 2000 - Jan 2, 2001	-1.19% Dec 27, 2023 - Jan 31, 2024
#8	-13.31% Mar 11, 2004 - Aug 25, 2004	-0.96% Jul 6, 2026 - Jul 21, 2026
#9	-12.13% Feb 3, 2015 - Jan 5, 2016	-0.85% Jun 14, 2024 - Jul 9, 2024
#10	-12.12% Nov 8, 1999 - Apr 5, 2000	-0.74% Dec 1, 2025 - Jan 5, 2026
#11	-11.16% Jun 19, 2003 - Jan 12, 2004	-0.66% Nov 11, 2025 - Dec 1, 2025
#12	-9.23% Feb 14, 2005 - May 23, 2005	-0.57% Aug 5, 2024 - Sep 3, 2024
#13	-9.13% Sep 30, 2002 - Mar 3, 2003	-0.53% Jun 6, 2024 - Jun 12, 2024
#14	-8.76% Dec 14, 2005 - Sep 21, 2006	-0.48% Oct 27, 2025 - Nov 11, 2025
#15	-7.69% Mar 13, 2012 - Jul 6, 2012	-0.47% Sep 17, 2025 - Oct 3, 2025

Correlation

Correlation between MUJ and TAFM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

MUJ vs TAFM dividend yield comparison.

Year	MUJ	TAFM
2026	3.11%	1.80%
2025	5.45%	3.51%
2024	5.53%	3.35%
2023	4.13%	0.18%
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%