VOHIX vs. BSCS
Compare and contrast key facts about Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) and Invesco BulletShares 2028 Corporate Bond ETF (BSCS).
VOHIX is managed by Vanguard. It was launched on Jun 18, 1990. BSCS is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2028 TR Index. It was launched on Aug 9, 2018.
Performance
VOHIX vs. BSCS - Performance Comparison
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VOHIX vs. BSCS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VOHIX Vanguard Ohio Long-Term Tax-Exempt Fund | -0.61% | 5.07% | 2.76% | 7.03% | -11.01% | 1.72% | 7.04% | 8.34% | 1.65% |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | 0.22% | 7.04% | 3.87% | 7.62% | -11.24% | -1.89% | 10.17% | 15.41% | -0.40% |
Returns By Period
In the year-to-date period, VOHIX achieves a -0.61% return, which is significantly lower than BSCS's 0.22% return.
VOHIX
- 1D
- 0.26%
- 1M
- -2.37%
- YTD
- -0.61%
- 6M
- 1.17%
- 1Y
- 4.09%
- 3Y*
- 3.71%
- 5Y*
- 0.96%
- 10Y*
- 2.52%
BSCS
- 1D
- 0.01%
- 1M
- -0.42%
- YTD
- 0.22%
- 6M
- 1.31%
- 1Y
- 4.89%
- 3Y*
- 5.11%
- 5Y*
- 1.59%
- 10Y*
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VOHIX vs. BSCS - Expense Ratio Comparison
VOHIX has a 0.13% expense ratio, which is higher than BSCS's 0.10% 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%.
Return for Risk
VOHIX vs. BSCS — Risk / Return Rank
VOHIX
BSCS
VOHIX vs. BSCS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) and Invesco BulletShares 2028 Corporate Bond ETF (BSCS). 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.
| VOHIX | BSCS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 2.17 | -1.34 |
Sortino ratioReturn per unit of downside risk | 1.14 | 3.23 | -2.09 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.48 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 3.61 | -2.62 |
Martin ratioReturn relative to average drawdown | 3.15 | 16.26 | -13.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VOHIX | BSCS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 2.17 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.32 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.59 | +0.67 |
Correlation
The correlation between VOHIX and BSCS is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VOHIX vs. BSCS - Dividend Comparison
VOHIX's dividend yield for the trailing twelve months is around 3.63%, less than BSCS's 4.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOHIX Vanguard Ohio Long-Term Tax-Exempt Fund | 3.63% | 4.43% | 3.92% | 3.05% | 2.73% | 2.78% | 3.39% | 3.93% | 3.51% | 3.70% | 3.75% | 3.84% |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | 4.48% | 4.46% | 4.54% | 3.90% | 2.72% | 2.14% | 2.50% | 3.04% | 1.42% | 0.00% | 0.00% | 0.00% |
Drawdowns
VOHIX vs. BSCS - Drawdown Comparison
The maximum VOHIX drawdown since its inception was -16.81%, smaller than the maximum BSCS drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for VOHIX and BSCS.
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Drawdown Indicators
| VOHIX | BSCS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.81% | -18.40% | +1.59% |
Max Drawdown (1Y)Largest decline over 1 year | -5.42% | -1.37% | -4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -16.81% | -17.63% | +0.82% |
Max Drawdown (10Y)Largest decline over 10 years | -16.81% | — | — |
Current DrawdownCurrent decline from peak | -2.70% | -0.57% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -1.89% | -4.29% | +2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 0.30% | +1.40% |
Volatility
VOHIX vs. BSCS - Volatility Comparison
Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) has a higher volatility of 1.29% compared to Invesco BulletShares 2028 Corporate Bond ETF (BSCS) at 0.67%. This indicates that VOHIX's price experiences larger fluctuations and is considered to be riskier than BSCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VOHIX | BSCS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 0.67% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 1.93% | 1.02% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.56% | 2.27% | +3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.70% | 4.95% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.61% | 6.31% | -1.70% |