Angel Oak UltraShort Income Fund (AOUIX) Alternatives
Angel Oak UltraShort Income Fund (AOUIX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AOUIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to AOUIX
AOUIX charges 0.53% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among AOUIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | AOUIX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | AOUIX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | Jul 8, 2018 | AOUIX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | AOUIX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | AOUIX vs DFYGX |
Best Risk-Adjusted Alternatives to AOUIX
Among mutual funds in the Ultrashort Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | Mar 21, 2019 | AOUIX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | AOUIX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | AOUIX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | AOUIX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | AOUIX vs BUBIX |
Top Performing AOUIX Alternatives (YTD)
AOUIX alternatives from the Ultrashort Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DFA Two-Year Government Portfolio | 0.88% | Jun 6, 1996 | AOUIX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | AOUIX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | AOUIX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | AOUIX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | AOUIX vs NUSFX |
Lowest Volatility Alternatives to AOUIX
AOUIX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.55% | Mar 30, 2017 | AOUIX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | AOUIX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | AOUIX vs NUSIX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | AOUIX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | AOUIX vs BUBIX |
Lowest Drawdown Alternatives to AOUIX
AOUIX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | Dec 2, 2013 | AOUIX vs UGSDX | |
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | AOUIX vs TMPFX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | Aug 28, 2018 | AOUIX vs FHQFX | |
| Baird Ultra Short Bond Fund | -0.10% | Dec 31, 2013 | AOUIX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | AOUIX vs NUSIX |
Other Mutual Funds from Angel Oak
Most popular Angel Oak mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Angel Oak Multi-Strategy Income Fund | Multisector Bonds | 97 | 0.41% | Jun 27, 2011 | AOUIX vs ANGLX | |
| Angel Oak Strategic Credit Fund | Nontraditional Bonds | 93 | 0.38% | Dec 25, 2017 | AOUIX vs ASCIX |
Often Compared With AOUIX
What investors most often compare with AOUIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core Moderate Allocation ETF | Diversified Portfolio | 80 | -0.75% | Nov 4, 2008 | AOUIX vs AOM | |
| AAF First Priority CLO Bond ETF | CLO | 88 | 0.88% | Sep 9, 2020 | AOUIX vs AAA | |
| iShares Interest Rate Hedged Corporate Bond ETF | Corporate Bonds, Actively Managed | 80 | -0.16% | May 27, 2014 | AOUIX vs LQDH | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 12 | 0.17% | Jul 22, 2002 | AOUIX vs TLT | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 100 | 0.52% | Apr 28, 2016 | AOUIX vs MUIIX | |
| CrossingBridge Ultra-Short Duration Fund | Ultrashort Bond | 100 | 0.75% | Jun 29, 2021 | AOUIX vs CBUDX |
Compare AOUIX with Any Fund or Stock
Compare AOUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.