ETOHX vs. VOHIX
Compare and contrast key facts about Eaton Vance Ohio Municipal Income Fund (ETOHX) and Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX).
ETOHX is managed by Eaton Vance. It was launched on Dec 6, 1993. VOHIX is managed by Vanguard. It was launched on Jun 18, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETOHX or VOHIX.
Correlation
The correlation between ETOHX and VOHIX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
ETOHX vs. VOHIX - Performance Comparison
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Key characteristics
ETOHX:
0.03
VOHIX:
0.10
ETOHX:
0.04
VOHIX:
0.13
ETOHX:
1.01
VOHIX:
1.02
ETOHX:
0.00
VOHIX:
0.05
ETOHX:
0.01
VOHIX:
0.21
ETOHX:
1.62%
VOHIX:
2.04%
ETOHX:
5.29%
VOHIX:
6.22%
ETOHX:
-21.71%
VOHIX:
-17.45%
ETOHX:
-4.14%
VOHIX:
-5.54%
Returns By Period
In the year-to-date period, ETOHX achieves a -1.49% return, which is significantly higher than VOHIX's -1.98% return. Over the past 10 years, ETOHX has underperformed VOHIX with an annualized return of 1.97%, while VOHIX has yielded a comparatively higher 2.08% annualized return.
ETOHX
-1.49%
1.64%
-1.54%
0.14%
0.43%
1.97%
VOHIX
-1.98%
1.80%
-2.02%
0.60%
0.45%
2.08%
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ETOHX vs. VOHIX - Expense Ratio Comparison
ETOHX has a 0.70% expense ratio, which is higher than VOHIX's 0.13% expense ratio.
Risk-Adjusted Performance
ETOHX vs. VOHIX — Risk-Adjusted Performance Rank
ETOHX
VOHIX
ETOHX vs. VOHIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Ohio Municipal Income Fund (ETOHX) 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.
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Dividends
ETOHX vs. VOHIX - Dividend Comparison
ETOHX's dividend yield for the trailing twelve months is around 3.14%, less than VOHIX's 3.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETOHX Eaton Vance Ohio Municipal Income Fund | 3.14% | 3.30% | 2.90% | 2.83% | 2.55% | 2.76% | 2.93% | 3.14% | 3.44% | 3.60% | 3.75% | 3.93% |
VOHIX Vanguard Ohio Long-Term Tax-Exempt Fund | 3.22% | 3.34% | 3.06% | 2.74% | 2.42% | 2.66% | 3.00% | 3.28% | 3.19% | 3.30% | 3.38% | 3.51% |
Drawdowns
ETOHX vs. VOHIX - Drawdown Comparison
The maximum ETOHX drawdown since its inception was -21.71%, which is greater than VOHIX's maximum drawdown of -17.45%. Use the drawdown chart below to compare losses from any high point for ETOHX and VOHIX. For additional features, visit the drawdowns tool.
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Volatility
ETOHX vs. VOHIX - Volatility Comparison
The current volatility for Eaton Vance Ohio Municipal Income Fund (ETOHX) is 1.72%, while Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) has a volatility of 2.12%. This indicates that ETOHX 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.
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