BHV vs SPY
Comparison between BlackRock Virginia Municipal Bond Trust. (BHV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BHV, delivering a return of +13.3% compared to -2.9%
BHV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BHV vs SPY - Historical Returns
Returns include dividend reinvestment.
BHV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BHV | SPY |
|---|---|---|
| 2026 | +20.60% | +8.26% |
| 2025 | +0.97% | +18.00% |
| 2024 | +4.60% | +25.59% |
| 2023 | -1.80% | +26.72% |
| 2022 | -35.97% | -18.64% |
| 2021 | +18.81% | +30.52% |
| 2020 | -1.66% | +17.28% |
| 2019 | +9.99% | +31.09% |
| 2018 | -5.76% | -5.24% |
| 2017 | +13.70% | +20.78% |
| 2016 | -19.85% | +13.59% |
| 2015 | +28.68% | +1.31% |
| 2014 | +18.48% | +14.56% |
| 2013 | -21.82% | +29.00% |
| 2012 | -1.28% | +14.17% |
| 2011 | +23.14% | +0.85% |
| 2010 | +0.46% | +13.14% |
| 2009 | +12.41% | +22.67% |
| 2008 | -6.55% | -36.25% |
| 2007 | -7.95% | +5.32% |
| 2006 | +23.15% | +13.85% |
| 2005 | +17.28% | +5.32% |
| 2004 | +3.87% | +10.75% |
| 2003 | +9.82% | +24.18% |
| 2002 | +6.07% | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BHV vs SPY Drawdown Comparison
The maximum drawdown for BHV was -55.61%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BHV drawdown is -29.59%. The current SPY drawdown is -2.90%.
| Rank | BHV | SPY |
|---|---|---|
| #1 | -55.61% Mar 30, 2022 - Oct 25, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -37.65% Sep 26, 2008 - Jan 20, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -35.50% Nov 8, 2012 - Dec 22, 2015 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -33.89% Oct 19, 2018 - Jun 9, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -26.44% Aug 15, 2016 - Oct 19, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.60% Jan 20, 2004 - Oct 11, 2004 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.54% Dec 27, 2006 - Oct 29, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.99% Jan 9, 2008 - Sep 15, 2008 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.35% Oct 29, 2010 - Oct 19, 2011 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.24% Nov 16, 2007 - Jan 9, 2008 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.59% Aug 13, 2021 - Jan 7, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.69% Mar 8, 2016 - Aug 4, 2016 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.29% Sep 13, 2005 - Mar 17, 2006 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.67% Jan 13, 2022 - Mar 30, 2022 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.59% Jan 4, 2012 - May 2, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BHV and SPY is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
BHV vs SPY dividend yield comparison.
| Year | BHV | SPY |
|---|---|---|
| 2026 | 1.83% | 0.24% |
| 2025 | 5.86% | 1.07% |
| 2024 | 4.64% | 1.21% |
| 2023 | 3.10% | 1.40% |
| 2022 | 4.50% | 1.65% |
| 2021 | 2.97% | 1.20% |
| 2020 | 3.43% | 1.52% |
| 2019 | 3.55% | 1.75% |
| 2018 | 4.85% | 2.04% |
| 2017 | 4.52% | 1.80% |
| 2016 | 5.12% | 2.03% |
| 2015 | 3.89% | 2.06% |
| 2014 | 5.26% | 1.87% |
| 2013 | 5.64% | 1.81% |
| 2012 | 5.06% | 2.18% |
| 2011 | 4.95% | 2.05% |
| 2010 | 6.01% | 1.80% |
| 2009 | 6.58% | 1.95% |
| 2008 | 6.69% | 3.02% |
| 2007 | 5.13% | 1.85% |
| 2006 | 3.45% | 1.73% |
| 2005 | 4.47% | 1.73% |
| 2004 | 5.50% | 1.82% |
| 2003 | 5.40% | 1.47% |
| 2002 | 3.88% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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