BHV vs TIPA

Comparison between BlackRock Virginia Municipal Bond Trust. (BHV, ETF) and NORTHERN TRUST 2030 INFLATION-LINKED DISTRIBUTING LADDER ETF (TIPA, ETF).

BHV vs TIPA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHV(ETF)	TIPA(ETF)
Net Assets	$18M	$18M
Expense Ratio	N/A	0.10%
Max Drawdown	61.07%	1.38%
Sharpe Ratio	1.47	-0.41
5Y Beta	0.07	0.01
5Y Dividends CAGR	3.02%	N/A

Net Assets

BHV

$18M

TIPA

$18M

Expense Ratio

BHV

N/A

TIPA

0.10%

Max Drawdown

BHV

61.07%

Winner

TIPA

1.38%

Sharpe Ratio

Winner

BHV

1.47

TIPA

-0.41

5Y Beta

BHV

0.07

Winner

TIPA

0.01

5Y Dividends CAGR

BHV

3.02%

TIPA

N/A

BHV vs TIPA - Historical Returns

Returns include dividend reinvestment.

Period	BHV	TIPA
1 month	+11.07%	-0.25%
3 months	+16.40%	+0.91%
6 months	+17.47%	+2.03%
1 year	+29.09%	+2.49%
5 years(CAGR)	-2.69%	N/A
10 years(CAGR)	-0.35%	N/A
Max(CAGR)	+4.11%	+3.08%

Winner

BHV

+11.07%

TIPA

-0.25%

Winner

BHV

+16.40%

TIPA

+0.91%

Winner

BHV

+17.47%

TIPA

+2.03%

Winner

BHV

+29.09%

TIPA

+2.49%

5Y(CAGR)

BHV

-2.69%

TIPA

N/A

10Y(CAGR)

BHV

-0.35%

TIPA

N/A

Max(CAGR)

Winner

BHV

+4.11%

TIPA

+3.08%

BHV vs TIPA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	BHV	TIPA
2026	+22.54%	+1.95%
2025	+0.97%	+0.52%
2024	+4.60%	N/A
2023	-1.80%	N/A
2022	-35.97%	N/A
2021	+18.81%	N/A
2020	-1.66%	N/A
2019	+9.99%	N/A
2018	-5.76%	N/A
2017	+13.70%	N/A
2016	-19.85%	N/A
2015	+28.68%	N/A
2014	+18.48%	N/A
2013	-21.82%	N/A
2012	-1.28%	N/A
2011	+23.14%	N/A
2010	+0.46%	N/A
2009	+12.41%	N/A
2008	-6.55%	N/A
2007	-7.95%	N/A
2006	+23.15%	N/A
2005	+17.28%	N/A
2004	+3.87%	N/A
2003	+9.82%	N/A
2002	+6.07%	N/A

BHV vs TIPA 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 TIPA was -0.70%, occurring on Mar 26, 2026. Recovery took 18 trading sessions.

The current BHV drawdown is -28.45%. The current TIPA drawdown is -0.25%.

Rank	BHV	TIPA
#1	-55.61% Mar 30, 2022 - Oct 25, 2023	-0.70% Mar 17, 2026 - Apr 13, 2026
#2	-37.65% Sep 26, 2008 - Jan 20, 2010	-0.60% Aug 29, 2025 - Jan 28, 2026
#3	-35.50% Nov 8, 2012 - Dec 22, 2015	-0.46% May 12, 2026 - May 22, 2026
#4	-33.89% Oct 19, 2018 - Jun 9, 2021	-0.26% May 4, 2026 - May 11, 2026
#5	-26.44% Aug 15, 2016 - Oct 19, 2018	-0.17% Jan 30, 2026 - Feb 9, 2026
#6	-18.60% Jan 20, 2004 - Oct 11, 2004	-0.15% Mar 6, 2026 - Mar 17, 2026
#7	-18.54% Dec 27, 2006 - Oct 29, 2007	-0.15% Feb 27, 2026 - Mar 6, 2026
#8	-17.99% Jan 9, 2008 - Sep 15, 2008	-0.12% Feb 13, 2026 - Feb 23, 2026
#9	-17.35% Oct 29, 2010 - Oct 19, 2011	-0.09% Feb 10, 2026 - Feb 12, 2026
#10	-17.24% Nov 16, 2007 - Jan 9, 2008	-0.08% Apr 27, 2026 - Apr 30, 2026
#11	-12.59% Aug 13, 2021 - Jan 7, 2022	-0.07% Aug 22, 2025 - Aug 26, 2025
#12	-11.69% Mar 8, 2016 - Aug 4, 2016	-0.05% Apr 20, 2026 - Apr 22, 2026
#13	-11.29% Sep 13, 2005 - Mar 17, 2006	-0.03% Feb 23, 2026 - Feb 25, 2026
#14	-10.67% Jan 13, 2022 - Mar 30, 2022	-0.03% Apr 14, 2026 - Apr 17, 2026
#15	-10.59% Jan 4, 2012 - May 2, 2012	-0.03% Aug 20, 2025 - Aug 22, 2025

Correlation

Correlation between BHV and TIPA is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2002 - 2026)

BHV vs TIPA dividend yield comparison.

Year	BHV	TIPA
2026	1.81%	1.40%
2025	5.86%	0.84%
2024	4.64%	0.00%
2023	3.10%	0.00%
2022	4.50%	0.00%
2021	2.97%	0.00%
2020	3.43%	0.00%
2019	3.55%	0.00%
2018	4.85%	0.00%
2017	4.52%	0.00%
2016	5.12%	0.00%
2015	3.89%	0.00%
2014	5.26%	0.00%
2013	5.64%	0.00%
2012	5.06%	0.00%
2011	4.95%	0.00%
2010	6.01%	0.00%
2009	6.58%	0.00%
2008	6.69%	0.00%
2007	5.13%	0.00%
2006	3.45%	0.00%
2005	4.47%	0.00%
2004	5.50%	0.00%
2003	5.40%	0.00%
2002	3.88%	0.00%