VOHIX vs. ELFTX

The year-to-date returns for both stocks are quite close, with VOHIX having a -1.72% return and ELFTX slightly lower at -1.74%. Over the past 10 years, VOHIX has outperformed ELFTX with an annualized return of 2.10%, while ELFTX has yielded a comparatively lower 1.85% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VOHIX has a 0.13% expense ratio, which is lower than ELFTX's 0.21% expense ratio. Despite the difference, 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 Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) and Elfun Tax Exempt Income Fund (ELFTX). 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 VOHIX Sharpe Ratio is 0.13, which is higher than the ELFTX Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of VOHIX and ELFTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VOHIX's dividend yield for the trailing twelve months is around 3.21%, less than ELFTX's 3.77% yield.

The maximum VOHIX drawdown since its inception was -17.45%, which is greater than ELFTX's maximum drawdown of -14.60%. Use the drawdown chart below to compare losses from any high point for VOHIX and ELFTX. For additional features, visit the drawdowns tool.