BHV vs. VOO
Compare and contrast key facts about BlackRock Virginia Municipal Bond Trust (BHV) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BHV or VOO.
Correlation
The correlation between BHV and VOO is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BHV vs. VOO - Performance Comparison
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Key characteristics
BHV:
0.01
VOO:
0.70
BHV:
0.26
VOO:
1.15
BHV:
1.03
VOO:
1.17
BHV:
0.03
VOO:
0.76
BHV:
0.43
VOO:
2.93
BHV:
3.55%
VOO:
4.86%
BHV:
11.01%
VOO:
19.43%
BHV:
-55.57%
VOO:
-33.99%
BHV:
-44.19%
VOO:
-4.59%
Returns By Period
In the year-to-date period, BHV achieves a -3.41% return, which is significantly lower than VOO's -0.19% return. Over the past 10 years, BHV has underperformed VOO with an annualized return of -1.57%, while VOO has yielded a comparatively higher 12.67% annualized return.
BHV
-3.41%
0.99%
-4.35%
0.14%
-3.95%
-1.57%
VOO
-0.19%
9.25%
-1.98%
13.44%
17.53%
12.67%
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Risk-Adjusted Performance
BHV vs. VOO — Risk-Adjusted Performance Rank
BHV
VOO
BHV vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Virginia Municipal Bond Trust (BHV) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BHV vs. VOO - Dividend Comparison
BHV's dividend yield for the trailing twelve months is around 5.42%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHV BlackRock Virginia Municipal Bond Trust | 5.42% | 4.70% | 3.16% | 4.55% | 3.00% | 3.47% | 3.59% | 4.85% | 4.52% | 5.14% | 4.26% | 5.30% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BHV vs. VOO - Drawdown Comparison
The maximum BHV drawdown since its inception was -55.57%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BHV and VOO. For additional features, visit the drawdowns tool.
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Volatility
BHV vs. VOO - Volatility Comparison
The current volatility for BlackRock Virginia Municipal Bond Trust (BHV) is 3.55%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.36%. This indicates that BHV experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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