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VOHIX vs. VWIUX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VOHIX vs. VWIUX

Last updated May 12, 2025

Compare and contrast key facts about Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX).

VOHIX is managed by Vanguard. It was launched on Jun 18, 1990. VWIUX is managed by Vanguard. It was launched on Feb 12, 2001.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOHIX or VWIUX.

Correlation

The correlation between VOHIX and VWIUX is -0.21. 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

VOHIX vs. VWIUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

VOHIX:

2.56%

VWIUX:

1.14%

Max Drawdown

VOHIX:

-0.09%

VWIUX:

0.00%

Current Drawdown

VOHIX:

-0.09%

VWIUX:

0.00%

Returns By Period

VOHIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VWIUX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VOHIX vs. VWIUX - Expense Ratio Comparison

VOHIX has a 0.13% expense ratio, which is higher than VWIUX's 0.09% 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%.

VOHIX
Vanguard Ohio Long-Term Tax-Exempt Fund
VWIUX
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares

Risk-Adjusted Performance

VOHIX vs. VWIUX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VOHIX
The Risk-Adjusted Performance Rank of VOHIX is 3030
Overall Rank
The Sharpe Ratio Rank of VOHIX is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of VOHIX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of VOHIX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of VOHIX is 3232
Calmar Ratio Rank
The Martin Ratio Rank of VOHIX is 3232
Martin Ratio Rank
VWIUX
The Risk-Adjusted Performance Rank of VWIUX is 4545
Overall Rank
The Sharpe Ratio Rank of VWIUX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of VWIUX is 3939
Sortino Ratio Rank
The Omega Ratio Rank of VWIUX is 4242
Omega Ratio Rank
The Calmar Ratio Rank of VWIUX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of VWIUX is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VOHIX vs. VWIUX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). 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

VOHIX vs. VWIUX - Dividend Comparison

VOHIX's dividend yield for the trailing twelve months is around 3.20%, more than VWIUX's 2.94% yield.

TTM20242023202220212020201920182017201620152014
VOHIX
Vanguard Ohio Long-Term Tax-Exempt Fund		3.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VWIUX
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares		2.94%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VOHIX vs. VWIUX - Drawdown Comparison

The maximum VOHIX drawdown since its inception was -0.09%, which is greater than VWIUX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VOHIX and VWIUX. For additional features, visit the drawdowns tool.

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Volatility

VOHIX vs. VWIUX - Volatility Comparison

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