MUJ vs WSML

Comparison between BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF) and ISHARES MSCI WORLD SMALL-CAP ETF (WSML, ETF).

5-Year PerformanceWSML has outperformed MUJ, delivering a return of +737.8% compared to -0.0%

MUJ vs WSML - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUJ(ETF)	WSML(ETF)
Net Assets	$654M	$653M
Expense Ratio	N/A	0.30%
Max Drawdown	47.31%	99.98%
Sharpe Ratio	1.42	1.24
5Y Beta	0.21	0.89
P/E Ratio	N/A	47.14
Forward P/E	N/A	17.47
5Y Dividends CAGR	-1.34%	N/A
P/S Ratio	N/A	1.60
P/B Ratio	N/A	2.59

Net Assets

Winner

MUJ

$654M

WSML

$653M

Expense Ratio

MUJ

N/A

WSML

0.30%

Max Drawdown

Winner

MUJ

47.31%

WSML

99.98%

Sharpe Ratio

Winner

MUJ

1.42

WSML

1.24

5Y Beta

Winner

MUJ

0.21

WSML

0.89

P/E Ratio

MUJ

N/A

WSML

47.14

Forward P/E

MUJ

N/A

WSML

17.47

5Y Dividends CAGR

MUJ

-1.34%

WSML

N/A

P/S Ratio

MUJ

N/A

WSML

1.60

P/B Ratio

MUJ

N/A

WSML

2.59

MUJ vs WSML - Historical Returns

Returns include dividend reinvestment.

Period	MUJ	WSML
1 month	+2.44%	+4.54%
3 months	+2.74%	+3.93%
6 months	+1.28%	+7.73%
1 year	+17.16%	+25.29%
5 years(CAGR)	-0.03%	+737.77%
10 years(CAGR)	+2.40%	+127.50%
Max(CAGR)	+5.70%	+56.41%

MUJ

+2.44%

Winner

WSML

+4.54%

MUJ

+2.74%

Winner

WSML

+3.93%

MUJ

+1.28%

Winner

WSML

+7.73%

MUJ

+17.16%

Winner

WSML

+25.29%

5Y(CAGR)

MUJ

-0.03%

Winner

WSML

+737.77%

10Y(CAGR)

MUJ

+2.40%

Winner

WSML

+127.50%

Max(CAGR)

MUJ

+5.70%

Winner

WSML

+56.41%

MUJ vs WSML - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUJ	WSML
2026	+6.45%	+17.70%
2025	+12.32%	+29.11%
2024	+1.48%	N/A
2023	+5.81%	N/A
2022	-25.72%	+0.00%
2021	+16.08%	+800.00%
2020	+6.09%	+0.00%
2019	+17.37%	+0.00%
2018	-8.68%	-90.91%
2017	+9.28%	-47.62%
2016	+1.85%	-22.22%
2015	+5.06%	+35.00%
2014	+16.91%	-60.00%
2013	-17.73%	-94.12%
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 WSML Drawdown Comparison

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

The maximum drawdown for WSML was -99.98%, occurring on Dec 26, 2018. Recovery took 469 trading sessions.

The current MUJ drawdown is -1.45%. The current WSML drawdown is -1.18%.

Rank	MUJ	WSML
#1	-41.68% May 2, 2007 - Aug 25, 2009	-99.98% May 29, 2018 - Apr 3, 2025
#2	-32.68% Sep 22, 2021 - Oct 26, 2023	-98.95% Jan 31, 2013 - Apr 2, 2018
#3	-26.75% Feb 13, 2020 - Aug 10, 2020	-75.56% Apr 9, 2018 - May 29, 2018
#4	-22.63% Jan 10, 2013 - Feb 2, 2015	-10.70% Feb 26, 2026 - Apr 17, 2026
#5	-16.01% Nov 2, 2010 - Nov 1, 2011	-8.00% Apr 3, 2025 - Apr 17, 2025
#6	-15.43% Jul 8, 2016 - Jul 12, 2019	-6.46% Oct 27, 2025 - Nov 28, 2025
#7	-15.37% Apr 6, 2000 - Jan 2, 2001	-3.84% Jun 30, 2026 - Aug 4, 2026
#8	-13.31% Mar 11, 2004 - Aug 25, 2004	-3.68% Jul 23, 2025 - Aug 13, 2025
#9	-12.13% Feb 3, 2015 - Jan 5, 2016	-3.48% Oct 6, 2025 - Oct 24, 2025
#10	-12.12% Nov 8, 1999 - Apr 5, 2000	-3.47% May 6, 2026 - May 26, 2026
#11	-11.16% Jun 19, 2003 - Jan 12, 2004	-3.13% May 28, 2026 - Jun 12, 2026
#12	-9.23% Feb 14, 2005 - May 23, 2005	-2.50% Apr 17, 2026 - May 5, 2026
#13	-9.13% Sep 30, 2002 - Mar 3, 2003	-2.45% Dec 11, 2025 - Jan 5, 2026
#14	-8.76% Dec 14, 2005 - Sep 21, 2006	-2.13% Sep 18, 2025 - Oct 3, 2025
#15	-7.69% Mar 13, 2012 - Jul 6, 2012	-1.99% May 16, 2025 - Jun 3, 2025

Correlation

Correlation between MUJ and WSML is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2000 - 2026)

MUJ vs WSML dividend yield comparison.

Year	MUJ	WSML
2026	3.52%	0.81%
2025	5.45%	2.53%
2024	5.53%	0.00%
2023	4.13%	0.00%
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%