Eaton Vance Ohio Municipal Income Fund (ETOHX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ETOHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ETOHX
ETOHX charges 0.70% annually. There are 294 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | ETOHX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | ETOHX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | ETOHX vs FHMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ETOHX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | ETOHX vs FSMUX |
Best Risk-Adjusted Alternatives to ETOHX
ETOHX has a PortfoliosLab risk / return rank of 72. There are 326 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | ETOHX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | ETOHX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | ETOHX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | ETOHX vs FHMIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | ETOHX vs DNYMX |
Top Performing ETOHX Alternatives (YTD)
ETOHX is at 1.39% YTD. There are 241 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.24% | — | Apr 1998 | ETOHX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.95% | — | Nov 2002 | ETOHX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.09% | — | Oct 1992 | ETOHX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 7.05% | — | Nov 2001 | ETOHX vs AFB | |
| BlackRock MuniHoldings New Jersey Quality Fund | 6.08% | — | Mar 1998 | ETOHX vs MUJ |
Lowest Volatility Alternatives to ETOHX
ETOHX has 2.69% 1-year volatility. There are 244 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | ETOHX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | ETOHX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.58% | — | Apr 2007 | ETOHX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | ETOHX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | ETOHX vs USMTX |
Lowest Drawdown Alternatives to ETOHX
ETOHX has a 1-year max drawdown of -2.87%. There are 274 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | ETOHX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | ETOHX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | ETOHX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | ETOHX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | ETOHX vs DFSMX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 10 categories.
Often Compared With ETOHX
Investors most often compare ETOHX with VOHIX, ETGIX, MFIC. These 15 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare ETOHX with Any Fund or Stock
Compare ETOHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETOHX with funds that move differently
Eaton Vance Ohio Municipal Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETOHX.
Explore ETOHX Diversifiers