ELFTX vs. VOHIX

The year-to-date returns for both stocks are quite close, with ELFTX having a -2.41% return and VOHIX slightly lower at -2.46%. Over the past 10 years, ELFTX has underperformed VOHIX with an annualized return of 1.82%, while VOHIX has yielded a comparatively higher 2.04% annualized return.

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ELFTX has a 0.21% expense ratio, which is higher than VOHIX's 0.13% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Elfun Tax Exempt Income Fund (ELFTX) and Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX). 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.

The current ELFTX Sharpe Ratio is -0.01, which is lower than the VOHIX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of ELFTX and VOHIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ELFTX's dividend yield for the trailing twelve months is around 4.15%, more than VOHIX's 3.55% yield.

The maximum ELFTX drawdown since its inception was -14.59%, smaller than the maximum VOHIX drawdown of -17.45%. Use the drawdown chart below to compare losses from any high point for ELFTX and VOHIX. For additional features, visit the drawdowns tool.

The current volatility for Elfun Tax Exempt Income Fund (ELFTX) is 1.16%, while Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) has a volatility of 1.23%. This indicates that ELFTX experiences smaller price fluctuations and is considered to be less risky than VOHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.