INDE vs BHV
Comparison between MATTHEWS INDIA ACTIVE ETF (INDE, ETF) and BlackRock Virginia Municipal Bond Trust. (BHV, ETF).
INDE vs BHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INDE
$18M
BHV
$18M
Expense Ratio
INDE
0.79%
BHV
N/A
Max Drawdown
Winner
INDE
24.66%
BHV
61.07%
Sharpe Ratio
INDE
-0.01
Winner
BHV
1.51
5Y Beta
INDE
0.43
Winner
BHV
0.09
5Y Dividends CAGR
INDE
N/A
BHV
2.43%
INDE vs BHV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INDE
+5.14%
BHV
+1.80%
3M
INDE
+11.36%
Winner
BHV
+12.21%
6M
INDE
+4.22%
Winner
BHV
+19.84%
1Y
INDE
+2.98%
Winner
BHV
+32.70%
5Y(CAGR)
INDE
N/A
BHV
-3.40%
10Y(CAGR)
INDE
N/A
BHV
-0.60%
Max(CAGR)
Winner
INDE
+7.68%
BHV
+4.16%
INDE vs BHV - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | INDE | BHV |
|---|---|---|
| 2026 | +0.64% | +24.95% |
| 2025 | +0.48% | +0.97% |
| 2024 | +11.19% | +4.60% |
| 2023 | +8.18% | -1.80% |
| 2022 | N/A | -35.97% |
| 2021 | N/A | +18.81% |
| 2020 | N/A | -1.66% |
| 2019 | N/A | +9.99% |
| 2018 | N/A | -5.76% |
| 2017 | N/A | +13.70% |
| 2016 | N/A | -19.85% |
| 2015 | N/A | +28.68% |
| 2014 | N/A | +18.48% |
| 2013 | N/A | -21.82% |
| 2012 | N/A | -1.28% |
| 2011 | N/A | +23.14% |
| 2010 | N/A | +0.46% |
| 2009 | N/A | +12.41% |
| 2008 | N/A | -6.55% |
| 2007 | N/A | -7.95% |
| 2006 | N/A | +23.15% |
| 2005 | N/A | +17.28% |
| 2004 | N/A | +3.87% |
| 2003 | N/A | +9.82% |
| 2002 | N/A | +6.07% |
INDE vs BHV Drawdown Comparison
The maximum drawdown for INDE was -22.89%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for BHV was -55.61%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current INDE drawdown is -6.44%. The current BHV drawdown is -27.05%.
| Rank | INDE | BHV |
|---|---|---|
| #1 | -22.89% Sep 23, 2024 - Mar 30, 2026 | -55.61% Mar 30, 2022 - Oct 25, 2023 |
| #2 | -6.26% Jun 3, 2024 - Jun 12, 2024 | -37.65% Sep 26, 2008 - Jan 20, 2010 |
| #3 | -5.21% Mar 1, 2024 - Apr 29, 2024 | -35.50% Nov 8, 2012 - Dec 22, 2015 |
| #4 | -4.94% Oct 17, 2023 - Oct 31, 2023 | -33.89% Oct 19, 2018 - Jun 9, 2021 |
| #5 | -4.15% Jul 16, 2024 - Aug 21, 2024 | -26.44% Aug 15, 2016 - Oct 19, 2018 |
| #6 | -3.76% May 2, 2024 - May 24, 2024 | -18.60% Jan 20, 2004 - Oct 11, 2004 |
| #7 | -3.18% Feb 7, 2024 - Feb 15, 2024 | -18.54% Dec 27, 2006 - Oct 29, 2007 |
| #8 | -3.05% Jan 12, 2024 - Jan 29, 2024 | -17.99% Jan 9, 2008 - Sep 15, 2008 |
| #9 | -2.96% Oct 31, 2023 - Nov 10, 2023 | -17.35% Oct 29, 2010 - Oct 19, 2011 |
| #10 | -2.30% Dec 19, 2023 - Jan 5, 2024 | -17.24% Nov 16, 2007 - Jan 9, 2008 |
| #11 | -2.07% May 24, 2024 - Jun 3, 2024 | -12.59% Aug 13, 2021 - Jan 7, 2022 |
| #12 | -2.03% Feb 23, 2024 - Mar 1, 2024 | -11.69% Mar 8, 2016 - Aug 4, 2016 |
| #13 | -1.61% Sep 4, 2024 - Sep 12, 2024 | -11.29% Sep 13, 2005 - Mar 17, 2006 |
| #14 | -1.46% Sep 25, 2023 - Oct 6, 2023 | -10.67% Jan 13, 2022 - Mar 30, 2022 |
| #15 | -1.27% Oct 6, 2023 - Oct 11, 2023 | -10.59% Jan 4, 2012 - May 2, 2012 |
Correlation
Correlation between INDE and BHV is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2002 - 2026)
INDE vs BHV dividend yield comparison.
| Year | INDE | BHV |
|---|---|---|
| 2026 | 0.00% | 2.86% |
| 2025 | 1.75% | 5.86% |
| 2024 | 0.56% | 4.64% |
| 2023 | 0.00% | 3.10% |
| 2022 | 0.00% | 4.50% |
| 2021 | 0.00% | 2.97% |
| 2020 | 0.00% | 3.43% |
| 2019 | 0.00% | 3.55% |
| 2018 | 0.00% | 4.85% |
| 2017 | 0.00% | 4.52% |
| 2016 | 0.00% | 5.12% |
| 2015 | 0.00% | 3.89% |
| 2014 | 0.00% | 5.26% |
| 2013 | 0.00% | 5.64% |
| 2012 | 0.00% | 5.06% |
| 2011 | 0.00% | 4.95% |
| 2010 | 0.00% | 6.01% |
| 2009 | 0.00% | 6.58% |
| 2008 | 0.00% | 6.69% |
| 2007 | 0.00% | 5.13% |
| 2006 | 0.00% | 3.45% |
| 2005 | 0.00% | 4.47% |
| 2004 | 0.00% | 5.50% |
| 2003 | 0.00% | 5.40% |
| 2002 | 0.00% | 3.88% |
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