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GENZ vs BHV

Comparison between VANECK DIGITAL NATIVE ECONOMY ETF (GENZ, ETF) and BlackRock Virginia Municipal Bond Trust. (BHV, ETF).

5-Year PerformanceBHV has outperformed GENZ, delivering a return of -2.9% compared to -7.3%

GENZ vs BHV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GENZ
$18M
Winner
BHV
$18M
Expense Ratio
GENZ
0.51%
BHV
N/A
Max Drawdown
GENZ
71.51%
Winner
BHV
61.07%
Sharpe Ratio
GENZ
-0.60
Winner
BHV
1.48
5Y Beta
GENZ
0.84
Winner
BHV
0.07
P/E Ratio
GENZ
34.54
BHV
N/A
Forward P/E
GENZ
21.81
BHV
N/A
PEG Ratio
GENZ
0.42
BHV
N/A
5Y Dividends CAGR
Winner
GENZ
11.73%
BHV
3.02%
Debt to Equity
GENZ
31.40%
BHV
N/A
P/S Ratio
GENZ
2.78
BHV
N/A
P/B Ratio
GENZ
4.88
BHV
N/A

GENZ vs BHV - Historical Returns

Returns include dividend reinvestment.

1M
GENZ
-4.13%
Winner
BHV
+9.31%
3M
GENZ
-4.58%
Winner
BHV
+17.23%
6M
GENZ
-14.83%
Winner
BHV
+16.06%
1Y
GENZ
-8.97%
Winner
BHV
+28.22%
5Y(CAGR)
GENZ
-7.26%
Winner
BHV
-2.94%
10Y(CAGR)
Winner
GENZ
+2.37%
BHV
-0.39%
Max(CAGR)
GENZ
+1.44%
Winner
BHV
+4.04%

GENZ vs BHV - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearGENZBHV
2026-15.80%+20.60%
2025+5.18%+0.97%
2024-1.99%+4.60%
2023+10.38%-1.80%
2022-13.52%-35.97%
2021-2.81%+18.81%
2020+9.89%-1.66%
2019+28.43%+9.99%
2018-26.03%-5.76%
2017+40.23%+13.70%
2016+12.49%-19.85%
2015-12.42%+28.68%
2014-23.97%+18.48%
2013+46.59%-21.82%
2012+19.13%-1.28%
2011-2.97%+23.14%
2010+32.73%+0.46%
2009+30.80%+12.41%
2008-56.86%-6.55%
2007N/A-7.95%
2006N/A+23.15%
2005N/A+17.28%
2004N/A+3.87%
2003N/A+9.82%
2002N/A+6.07%

GENZ vs BHV Drawdown Comparison

The maximum drawdown for GENZ was -71.11%, occurring on Mar 9, 2009. Recovery took 1300 trading sessions.

The maximum drawdown for BHV was -55.61%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current GENZ drawdown is -33.83%. The current BHV drawdown is -29.59%.

RankGENZBHV
#1-71.11%
Jan 25, 2008 - Mar 26, 2013
-55.61%
Mar 30, 2022 - Oct 25, 2023
#2-56.40%
May 21, 2018 - Dec 16, 2020
-37.65%
Sep 26, 2008 - Jan 20, 2010
#3-46.21%
Mar 6, 2014 - Jan 19, 2018
-35.50%
Nov 8, 2012 - Dec 22, 2015
#4-43.79%
Mar 15, 2021 - Sep 23, 2022
-33.89%
Oct 19, 2018 - Jun 9, 2021
#5-12.10%
May 20, 2013 - Sep 4, 2013
-26.44%
Aug 15, 2016 - Oct 19, 2018
#6-10.30%
Jan 24, 2018 - May 21, 2018
-18.60%
Jan 20, 2004 - Oct 11, 2004
#7-9.97%
Jan 17, 2014 - Feb 28, 2014
-18.54%
Dec 27, 2006 - Oct 29, 2007
#8-6.27%
Jan 8, 2021 - Feb 4, 2021
-17.99%
Jan 9, 2008 - Sep 15, 2008
#9-5.71%
Oct 21, 2013 - Dec 9, 2013
-17.35%
Oct 29, 2010 - Oct 19, 2011
#10-3.78%
Mar 3, 2021 - Mar 11, 2021
-17.24%
Nov 16, 2007 - Jan 9, 2008
#11-3.30%
Feb 24, 2021 - Mar 1, 2021
-12.59%
Aug 13, 2021 - Jan 7, 2022
#12-3.20%
Apr 11, 2013 - Apr 23, 2013
-11.69%
Mar 8, 2016 - Aug 4, 2016
#13-3.17%
Mar 26, 2013 - Apr 10, 2013
-11.29%
Sep 13, 2005 - Mar 17, 2006
#14-3.09%
Dec 17, 2020 - Jan 6, 2021
-10.67%
Jan 13, 2022 - Mar 30, 2022
#15-1.91%
Dec 18, 2013 - Dec 24, 2013
-10.59%
Jan 4, 2012 - May 2, 2012

Correlation

Correlation between GENZ and BHV is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48
-101

Dividend Comparison (2002 - 2026)

GENZ vs BHV dividend yield comparison.

YearGENZBHV
20260.00%1.83%
20253.34%5.86%
20242.88%4.64%
20231.68%3.10%
20220.44%4.50%
20210.79%2.97%
20200.47%3.43%
20192.95%3.55%
20183.43%4.85%
20172.31%4.52%
20163.15%5.12%
20154.09%3.89%
20144.90%5.26%
20130.97%5.64%
20123.90%5.06%
20113.17%4.95%
20102.65%6.01%
20092.19%6.58%
20081.31%6.69%
20070.00%5.13%
20060.00%3.45%
20050.00%4.47%
20040.00%5.50%
20030.00%5.40%
20020.00%3.88%

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