WSML vs MUJ

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

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

WSML vs MUJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

WSML

$653M

Winner

MUJ

$654M

Expense Ratio

WSML

0.30%

MUJ

N/A

Max Drawdown

WSML

99.98%

Winner

MUJ

47.31%

Sharpe Ratio

WSML

1.24

Winner

MUJ

1.42

5Y Beta

WSML

0.89

Winner

MUJ

0.21

P/E Ratio

WSML

47.14

MUJ

N/A

Forward P/E

WSML

17.47

MUJ

N/A

5Y Dividends CAGR

WSML

N/A

MUJ

-1.34%

P/S Ratio

WSML

1.60

MUJ

N/A

P/B Ratio

WSML

2.59

MUJ

N/A

WSML vs MUJ - Historical Returns

Returns include dividend reinvestment.

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

Winner

WSML

+4.54%

MUJ

+2.44%

Winner

WSML

+3.93%

MUJ

+2.74%

Winner

WSML

+7.73%

MUJ

+1.28%

Winner

WSML

+25.29%

MUJ

+17.16%

5Y(CAGR)

Winner

WSML

+737.77%

MUJ

-0.03%

10Y(CAGR)

Winner

WSML

+127.50%

MUJ

+2.40%

Max(CAGR)

Winner

WSML

+56.41%

MUJ

+5.70%

WSML vs MUJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WSML	MUJ
2026	+17.70%	+6.45%
2025	+29.11%	+12.32%
2024	N/A	+1.48%
2023	N/A	+5.81%
2022	+0.00%	-25.72%
2021	+800.00%	+16.08%
2020	+0.00%	+6.09%
2019	+0.00%	+17.37%
2018	-90.91%	-8.68%
2017	-47.62%	+9.28%
2016	-22.22%	+1.85%
2015	+35.00%	+5.06%
2014	-60.00%	+16.91%
2013	-94.12%	-17.73%
2012	N/A	+12.41%
2011	N/A	+24.95%
2010	N/A	+4.59%
2009	N/A	+37.41%
2008	N/A	-20.84%
2007	N/A	-8.12%
2006	N/A	+2.99%
2005	N/A	+9.77%
2004	N/A	+10.58%
2003	N/A	+10.72%
2002	N/A	+11.02%
2001	N/A	+12.40%
2000	N/A	+6.49%
1999	N/A	-3.69%

WSML vs MUJ Drawdown Comparison

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

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

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

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

Correlation

Correlation between WSML and MUJ 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)

WSML vs MUJ dividend yield comparison.

Year	WSML	MUJ
2026	0.81%	3.52%
2025	2.53%	5.45%
2024	0.00%	5.53%
2023	0.00%	4.13%
2022	0.00%	6.40%
2021	0.00%	4.77%
2020	0.00%	4.78%
2019	0.00%	4.03%
2018	0.00%	5.34%
2017	0.00%	5.55%
2016	0.00%	6.01%
2015	0.00%	5.69%
2014	0.00%	6.14%
2013	0.00%	6.81%
2012	0.00%	5.33%
2011	0.00%	5.64%
2010	0.00%	6.46%
2009	0.00%	5.52%
2008	0.00%	6.33%
2007	0.00%	5.41%
2006	0.00%	5.27%
2005	0.00%	6.11%
2004	0.00%	6.27%
2003	0.00%	6.25%
2002	0.00%	6.31%
2001	0.00%	5.87%
2000	0.00%	2.50%