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TLTD vs MUJ

Comparison between FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND (TLTD, ETF) and BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF).

5-Year PerformanceTLTD has outperformed MUJ, delivering a return of +10.4% compared to +0.1%

TLTD vs MUJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TLTD
$671M
MUJ
$670M
Expense Ratio
TLTD
0.39%
MUJ
N/A
Max Drawdown
Winner
TLTD
44.58%
MUJ
47.31%
Sharpe Ratio
TLTD
1.46
Winner
MUJ
1.73
5Y Beta
TLTD
0.71
Winner
MUJ
0.19
5Y Dividends CAGR
Winner
TLTD
17.49%
MUJ
-2.65%

TLTD vs MUJ - Historical Returns

Returns include dividend reinvestment.

1M
TLTD
+0.83%
Winner
MUJ
+2.69%
3M
Winner
TLTD
+7.99%
MUJ
+1.75%
6M
Winner
TLTD
+10.89%
MUJ
+5.02%
1Y
Winner
TLTD
+27.10%
MUJ
+20.81%
5Y(CAGR)
Winner
TLTD
+10.41%
MUJ
+0.09%
10Y(CAGR)
Winner
TLTD
+9.95%
MUJ
+2.66%
Max(CAGR)
Winner
TLTD
+8.30%
MUJ
+5.73%

TLTD vs MUJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTLTDMUJ
2026+7.98%+6.04%
2025+39.87%+12.32%
2024+5.94%+1.48%
2023+16.61%+5.81%
2022-14.24%-25.72%
2021+12.78%+16.08%
2020+3.29%+6.09%
2019+21.55%+17.37%
2018-18.30%-8.68%
2017+25.61%+9.28%
2016+6.81%+1.85%
2015-1.07%+5.06%
2014-5.04%+16.91%
2013+19.26%-17.73%
2012+5.81%+12.41%
2011N/A+24.95%
2010N/A+4.59%
2009N/A+37.41%
2008N/A-20.84%
2007N/A-8.12%
2006N/A+2.99%
2005N/A+9.77%
2004N/A+10.58%
2003N/A+10.72%
2002N/A+11.02%
2001N/A+12.40%
2000N/A+6.49%
1999N/A-3.69%

TLTD vs MUJ Drawdown Comparison

The maximum drawdown for TLTD was -40.60%, occurring on Mar 23, 2020. Recovery took 741 trading sessions.

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

The current TLTD drawdown is -1.98%. The current MUJ drawdown is -1.83%.

RankTLTDMUJ
#1-40.60%
Jan 26, 2018 - Jan 6, 2021
-41.68%
May 2, 2007 - Aug 25, 2009
#2-28.93%
Sep 3, 2021 - Mar 1, 2024
-32.68%
Sep 22, 2021 - Oct 26, 2023
#3-24.90%
Jul 2, 2014 - Apr 25, 2017
-26.75%
Feb 13, 2020 - Aug 10, 2020
#4-13.10%
Mar 19, 2025 - Apr 28, 2025
-22.63%
Jan 10, 2013 - Feb 2, 2015
#5-12.11%
Feb 26, 2026 - Mar 20, 2026
-16.01%
Nov 2, 2010 - Nov 1, 2011
#6-10.13%
May 21, 2013 - Aug 13, 2013
-15.43%
Jul 8, 2016 - Jul 12, 2019
#7-8.83%
Sep 26, 2024 - Mar 5, 2025
-15.37%
Apr 6, 2000 - Jan 2, 2001
#8-7.25%
Jul 16, 2024 - Aug 21, 2024
-13.31%
Mar 11, 2004 - Aug 25, 2004
#9-6.34%
Jan 21, 2014 - Feb 24, 2014
-12.13%
Feb 3, 2015 - Jan 5, 2016
#10-6.16%
Jun 14, 2021 - Sep 3, 2021
-12.12%
Nov 8, 1999 - Apr 5, 2000
#11-4.90%
Oct 17, 2012 - Dec 4, 2012
-11.16%
Jun 19, 2003 - Jan 12, 2004
#12-4.76%
Nov 12, 2025 - Nov 28, 2025
-9.23%
Feb 14, 2005 - May 23, 2005
#13-4.29%
Mar 27, 2024 - May 9, 2024
-9.13%
Sep 30, 2002 - Mar 3, 2003
#14-4.09%
Jan 8, 2021 - Feb 8, 2021
-8.76%
Dec 14, 2005 - Sep 21, 2006
#15-3.91%
Aug 27, 2024 - Sep 19, 2024
-7.69%
Mar 13, 2012 - Jul 6, 2012

Correlation

Correlation between TLTD and MUJ is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2000 - 2026)

TLTD vs MUJ dividend yield comparison.

YearTLTDMUJ
20261.57%2.63%
20253.44%5.45%
20243.88%5.53%
20233.39%4.13%
20222.76%6.40%
20213.44%4.77%
20202.04%4.78%
20193.46%4.03%
20183.16%5.34%
20172.71%5.55%
20162.93%6.01%
20152.56%5.69%
20143.14%6.14%
20131.14%6.81%
20120.21%5.33%
20110.00%5.64%
20100.00%6.46%
20090.00%5.52%
20080.00%6.33%
20070.00%5.41%
20060.00%5.27%
20050.00%6.11%
20040.00%6.27%
20030.00%6.25%
20020.00%6.31%
20010.00%5.87%
20000.00%2.50%

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