MUJ vs VYM

MUJ vs VYM

Which is better, MUJ or VYM?

Municipal New Jersey against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMUJVYM
Expense Ratio1.77%0.04%Best
AUM$641M$81.6B
Dividend Yield5.33%2.22%
Holdings242613
YTD Return+1.62%+11.35%Best
1Y Return+7.42%+15.34%Best
3Y Return (annualized)+8.72%+17.22%Best
5Y Return (annualized)-1.02%+12.30%Best
Volatility (annualized)12.5%Best14.6%
Max Drawdown-46.6%Best-58.8%
$10,000 over 5 years$9,500$17,861Best
Fund FamilyBlackRock, Inc. (US)Vanguard (US)
CategoryTax PreferredEquity
StyleMunicipal New JerseyLarge Cap Value
InceptionMar 11, 1998Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 18, 2026 (19.8 years).

MUJ vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 19.8 years both funds cover.

MUJ vs VYM Performance

BlackRock MuniHoldings New Jersey Quality Fund, Inc (MUJ) is an ETF from BlackRock, Inc. (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MUJ returned +7.42% while VYM returned +15.34%. Year to date, MUJ is up 1.62% versus a gain of 11.35% for VYM.

Over three years, MUJ compounded at +8.72% per year against +17.22% for VYM; over five years the annualized figures are -1.02% and +12.30% respectively. Across the full 20-year window we track, VYM has the edge at +6.82% annualized vs +0.03%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.5% for MUJ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -46.6% for MUJ and -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.26. They move largely independently of each other.

Fees and Cost Over Time

MUJ charges 1.77% per year while VYM charges 0.04%. On a $10,000 position that is $177 vs $4 annually, a gap of $173 per year that compounds over a long holding period. On income, MUJ currently yields 5.33% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 47 holdings in MUJ and 557 in VYM, totalling 37.9% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 181 days apart, MUJ as of Jan 31, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 47 positions we hold weights for in MUJ and 557 in VYM, against full books of 242 and 613.

You are not choosing between two funds in isolation.

Whichever of MUJ and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MUJVYM

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Frequently Asked Questions

Which is cheaper, MUJ or VYM?

MUJ has an expense ratio of 1.77% while VYM charges 0.04%. VYM is the cheaper option, by $173 a year on a $10,000 investment.

Which performed better, MUJ or VYM?

Over the past year MUJ returned +7.42% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), MUJ annualized +0.03% vs +6.82% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MUJ or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 12.5% for MUJ. Worst drawdown: MUJ -46.6% vs VYM -58.8%.

Should I hold both MUJ and VYM?

MUJ and VYM have a monthly-return correlation of 0.26, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, MUJ or VYM?

MUJ yields 5.33% while VYM yields 2.22%, so MUJ currently pays the higher dividend yield.

Is VYM better than MUJ?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.