Baird Aggregate Bond Fund Class I (BAGIX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BAGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BAGIX
BAGIX charges 0.30% annually. There are 38 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | BAGIX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | BAGIX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | BAGIX vs VBTIX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | BAGIX vs VBMPX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | BAGIX vs FNSOX |
Best Risk-Adjusted Alternatives to BAGIX
BAGIX has a PortfoliosLab risk / return rank of 22. There are 59 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | BAGIX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | BAGIX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | BAGIX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | BAGIX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | BAGIX vs FJTDX |
Top Performing BAGIX Alternatives (YTD)
BAGIX is at 0.32% YTD. There are 44 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.40% | — | Oct 2018 | BAGIX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.37% | — | Oct 1994 | BAGIX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.36% | — | Jul 1995 | BAGIX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.28% | — | Sep 1996 | BAGIX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.28% | — | Oct 1994 | BAGIX vs FSIAX |
Lowest Volatility Alternatives to BAGIX
BAGIX has 3.73% 1-year volatility. There are 42 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.61% | — | Feb 2015 | BAGIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | BAGIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.78% | 15.70B | Feb 2015 | BAGIX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.18% | — | Mar 2011 | BAGIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.27% | — | May 2018 | BAGIX vs FJTDX |
Lowest Drawdown Alternatives to BAGIX
BAGIX has a 1-year max drawdown of -2.72%. There are 39 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | BAGIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | BAGIX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | BAGIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | BAGIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | BAGIX vs VUBFX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BIMIX, BCOSX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 26 | 0.44% | — | Sep 2000 | BAGIX vs BCOIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 24 | -0.15% | — | Sep 2000 | BAGIX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 23 | 0.32% | — | Sep 2000 | BAGIX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 86 | 1.68% | — | Nov 2019 | BAGIX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 19 | 0.21% | — | Sep 2000 | BAGIX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 91 | 0.73% | — | Aug 2004 | BAGIX vs BSBIX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 27 | -0.01% | — | Sep 2000 | BAGIX vs BIMSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.61% | — | Dec 2013 | BAGIX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 100 | 1.37% | — | Dec 2013 | BAGIX vs BUBIX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.33% | — | Dec 2000 | BAGIX vs BMDSX |
Often Compared With BAGIX
Investors most often compare BAGIX with DODIX, BND, AGG. These 19 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BAGIX with Any Fund or Stock
Compare BAGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAGIX with funds that move differently
Baird Aggregate Bond Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAGIX.
Explore BAGIX Diversifiers