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

Correlation

The correlation between VWIUX and VOHIX is -0.11. 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.


-0.50.00.51.0
Correlation: -0.1

Performance

VWIUX vs. VOHIX - Performance Comparison

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

100.00%110.00%120.00%130.00%140.00%NovemberDecember2025FebruaryMarchApril
106.78%
131.17%
VWIUX
VOHIX

Key characteristics

Sharpe Ratio

VWIUX:

0.34

VOHIX:

0.18

Sortino Ratio

VWIUX:

0.46

VOHIX:

0.28

Omega Ratio

VWIUX:

1.08

VOHIX:

1.05

Calmar Ratio

VWIUX:

0.34

VOHIX:

0.14

Martin Ratio

VWIUX:

1.27

VOHIX:

0.61

Ulcer Index

VWIUX:

1.13%

VOHIX:

1.84%

Daily Std Dev

VWIUX:

4.31%

VOHIX:

6.22%

Max Drawdown

VWIUX:

-11.49%

VOHIX:

-17.45%

Current Drawdown

VWIUX:

-2.81%

VOHIX:

-6.20%

Returns By Period

In the year-to-date period, VWIUX achieves a -1.35% return, which is significantly higher than VOHIX's -2.68% return. Over the past 10 years, VWIUX has outperformed VOHIX with an annualized return of 2.07%, while VOHIX has yielded a comparatively lower 1.90% annualized return.


VWIUX

YTD

-1.35%

1M

-1.44%

6M

-0.63%

1Y

1.45%

5Y*

1.30%

10Y*

2.07%

VOHIX

YTD

-2.68%

1M

-2.14%

6M

-1.77%

1Y

1.21%

5Y*

0.50%

10Y*

1.90%

*Annualized

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VWIUX vs. VOHIX - Expense Ratio Comparison

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


Expense ratio chart for VOHIX: current value is 0.13%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VOHIX: 0.13%
Expense ratio chart for VWIUX: current value is 0.09%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VWIUX: 0.09%

Risk-Adjusted Performance

VWIUX vs. VOHIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VWIUX
The Risk-Adjusted Performance Rank of VWIUX is 4646
Overall Rank
The Sharpe Ratio Rank of VWIUX is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of VWIUX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of VWIUX is 4545
Omega Ratio Rank
The Calmar Ratio Rank of VWIUX is 5252
Calmar Ratio Rank
The Martin Ratio Rank of VWIUX is 4848
Martin Ratio Rank

VOHIX
The Risk-Adjusted Performance Rank of VOHIX is 3535
Overall Rank
The Sharpe Ratio Rank of VOHIX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of VOHIX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of VOHIX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of VOHIX is 3636
Calmar Ratio Rank
The Martin Ratio Rank of VOHIX is 3636
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.

VWIUX vs. VOHIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) 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 chart of Sharpe ratio for VWIUX, currently valued at 0.34, compared to the broader market-1.000.001.002.003.00
VWIUX: 0.34
VOHIX: 0.18
The chart of Sortino ratio for VWIUX, currently valued at 0.46, compared to the broader market-2.000.002.004.006.008.00
VWIUX: 0.46
VOHIX: 0.28
The chart of Omega ratio for VWIUX, currently valued at 1.08, compared to the broader market0.501.001.502.002.503.00
VWIUX: 1.08
VOHIX: 1.05
The chart of Calmar ratio for VWIUX, currently valued at 0.34, compared to the broader market0.002.004.006.008.0010.00
VWIUX: 0.34
VOHIX: 0.14
The chart of Martin ratio for VWIUX, currently valued at 1.27, compared to the broader market0.0010.0020.0030.0040.00
VWIUX: 1.27
VOHIX: 0.61

The current VWIUX Sharpe Ratio is 0.34, which is higher than the VOHIX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of VWIUX 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.34
0.18
VWIUX
VOHIX

Dividends

VWIUX vs. VOHIX - Dividend Comparison

VWIUX's dividend yield for the trailing twelve months is around 3.22%, less than VOHIX's 3.53% yield.


TTM20242023202220212020201920182017201620152014
VWIUX
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
3.22%3.10%2.79%2.50%2.16%2.40%2.68%2.89%2.83%2.92%2.97%3.13%
VOHIX
Vanguard Ohio Long-Term Tax-Exempt Fund
3.53%3.34%3.06%2.74%2.42%2.66%3.00%3.28%3.19%3.30%3.38%3.51%

Drawdowns

VWIUX vs. VOHIX - Drawdown Comparison

The maximum VWIUX drawdown since its inception was -11.49%, smaller than the maximum VOHIX drawdown of -17.45%. Use the drawdown chart below to compare losses from any high point for VWIUX and VOHIX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-2.81%
-6.20%
VWIUX
VOHIX

Volatility

VWIUX vs. VOHIX - Volatility Comparison

The current volatility for Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) is 3.28%, while Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) has a volatility of 4.77%. This indicates that VWIUX 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.


1.00%2.00%3.00%4.00%5.00%NovemberDecember2025FebruaryMarchApril
3.28%
4.77%
VWIUX
VOHIX