Sterling Capital Intermediate U.S. Government Fund (BBGVX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BBGVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BBGVX
BBGVX charges 0.48% annually. There are 45 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | BBGVX vs GUSTX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | — | Oct 2015 | BBGVX vs FBLTX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | Dec 2005 | BBGVX vs FUAMX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | BBGVX vs FUMBX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | — | Mar 2016 | BBGVX vs FUTBX |
Best Risk-Adjusted Alternatives to BBGVX
BBGVX has a PortfoliosLab risk / return rank of 26. There are 34 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | BBGVX vs FEUGX | |
| DFA Short-Term Government Portfolio | 99 | 1.81B | May 1987 | BBGVX vs DFFGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | BBGVX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 91 | — | Aug 2010 | BBGVX vs VSBIX | |
| Integrity Short Term Government Fund | 91 | — | Jun 2011 | BBGVX vs MDSIX |
Top Performing BBGVX Alternatives (YTD)
BBGVX is at 0.24% YTD. There are 38 mutual funds in the Government Bonds category with higher YTD returns, going as high as 2.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Integrity Short Term Government Fund | 2.20% | — | Jun 2011 | BBGVX vs MDSIX | |
| Federated Hermes Adjustable Rate Fund | 2.16% | — | Dec 1985 | BBGVX vs FEUGX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.72% | 6.60B | Feb 2015 | BBGVX vs VGIVX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.64% | 6.60B | May 2013 | BBGVX vs VGAVX | |
| GMO U.S. Treasury Fund | 1.59% | — | Mar 2009 | BBGVX vs GUSTX |
Lowest Volatility Alternatives to BBGVX
BBGVX has 3.26% 1-year volatility. There are 30 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 0.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 0.78% | 1.81B | May 1987 | BBGVX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.27% | — | Mar 2009 | BBGVX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.30% | — | Aug 2010 | BBGVX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.30% | 33.90B | Dec 2009 | BBGVX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.36% | — | Dec 1985 | BBGVX vs FEUGX |
Lowest Drawdown Alternatives to BBGVX
BBGVX has a 1-year max drawdown of -2.50%. There are 30 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | BBGVX vs GUSTX | |
| DFA Short-Term Government Portfolio | -0.30% | 1.81B | May 1987 | BBGVX vs DFFGX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | BBGVX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | BBGVX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | BBGVX vs VSBIX |
Often Compared With BBGVX
Investors most often compare BBGVX with PDMIX, FNBGX, PRGMX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO GNMA and Government Securities Fund | Government Bonds | 29 | 0.94% | — | Jul 1997 | BBGVX vs PDMIX | |
| Fidelity Long-Term Treasury Bond Index Fund | Government Bonds | 6 | -0.96% | — | Dec 2005 | BBGVX vs FNBGX | |
| T. Rowe Price GNMA Fund | Government Bonds | 39 | 0.63% | — | Nov 1985 | BBGVX vs PRGMX | |
| Vanguard Extended Duration Treasury Index Fund | Government Bonds | 3 | -2.35% | — | Nov 2007 | BBGVX vs VEDTX | |
| PIMCO Extended Duration Fund | Government Bonds | 4 | -1.82% | — | Aug 2006 | BBGVX vs PEDIX |
Compare BBGVX with Any Fund or Stock
Compare BBGVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBGVX with funds that move differently
Sterling Capital Intermediate U.S. Government Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBGVX.
Explore BBGVX Diversifiers