StockComparison Logo
vs

TBJL vs BHV

Comparison between Innovator 20+ Year Treasury Bond 9 Buffer ETF - July (TBJL, ETF) and BlackRock Virginia Municipal Bond Trust. (BHV, ETF).

5-Year PerformanceBHV has outperformed TBJL, delivering a return of -3.0% compared to -4.4%

TBJL vs BHV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TBJL
$18M
Winner
BHV
$18M
Expense Ratio
TBJL
0.79%
BHV
N/A
Max Drawdown
Winner
TBJL
29.36%
BHV
61.07%
Sharpe Ratio
TBJL
-0.81
Winner
BHV
1.24
5Y Beta
Winner
TBJL
0.02
BHV
0.09
5Y Dividends CAGR
TBJL
N/A
BHV
2.62%

TBJL vs BHV - Historical Returns

Returns include dividend reinvestment.

1M
TBJL
-3.45%
Winner
BHV
+2.40%
3M
TBJL
-3.60%
Winner
BHV
+14.09%
6M
TBJL
-3.89%
Winner
BHV
+21.19%
1Y
TBJL
-1.69%
Winner
BHV
+25.95%
5Y(CAGR)
TBJL
-4.41%
Winner
BHV
-2.99%
10Y(CAGR)
TBJL
N/A
BHV
-0.29%
Max(CAGR)
TBJL
-4.45%
Winner
BHV
+4.09%

TBJL vs BHV - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearTBJLBHV
2026-3.87%+22.45%
2025+1.39%+0.97%
2024-2.69%+4.60%
2023+2.73%-1.80%
2022-19.88%-35.97%
2021-0.52%+18.81%
2020-1.92%-1.66%
2019N/A+9.99%
2018N/A-5.76%
2017N/A+13.70%
2016N/A-19.85%
2015N/A+28.68%
2014N/A+18.48%
2013N/A-21.82%
2012N/A-1.28%
2011N/A+23.14%
2010N/A+0.46%
2009N/A+12.41%
2008N/A-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%

TBJL vs BHV Drawdown Comparison

The maximum drawdown for TBJL was -29.36%, occurring on Oct 20, 2023. 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 TBJL drawdown is -23.63%. The current BHV drawdown is -28.51%.

RankTBJLBHV
#1-29.36%
Aug 18, 2020 - Oct 20, 2023
-55.61%
Mar 30, 2022 - Oct 25, 2023
#2N/A-37.65%
Sep 26, 2008 - Jan 20, 2010
#3N/A-35.50%
Nov 8, 2012 - Dec 22, 2015
#4N/A-33.89%
Oct 19, 2018 - Jun 9, 2021
#5N/A-26.44%
Aug 15, 2016 - Oct 19, 2018
#6N/A-18.60%
Jan 20, 2004 - Oct 11, 2004
#7N/A-18.54%
Dec 27, 2006 - Oct 29, 2007
#8N/A-17.99%
Jan 9, 2008 - Sep 15, 2008
#9N/A-17.35%
Oct 29, 2010 - Oct 19, 2011
#10N/A-17.24%
Nov 16, 2007 - Jan 9, 2008
#11N/A-12.59%
Aug 13, 2021 - Jan 7, 2022
#12N/A-11.69%
Mar 8, 2016 - Aug 4, 2016
#13N/A-11.29%
Sep 13, 2005 - Mar 17, 2006
#14N/A-10.67%
Jan 13, 2022 - Mar 30, 2022
#15N/A-10.59%
Jan 4, 2012 - May 2, 2012

Correlation

Correlation between TBJL and BHV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Select Stocks to Compare