Barings Global Short Duration High Yield Fund (BGH) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BGH. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGH
BGH charges 3.95% annually. There are 187 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | BGH vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | BGH vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | BGH vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | BGH vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | BGH vs CRDOX |
Best Risk-Adjusted Alternatives to BGH
BGH has a PortfoliosLab risk / return rank of 3. There are 182 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | BGH vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | BGH vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | BGH vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | BGH vs CWFIX | |
| American Beacon SiM High Yield Opportunities Fund ... | 97 | — | Feb 2011 | BGH vs SHOYX |
Top Performing BGH Alternatives (YTD)
BGH is at -0.29% YTD. There are 183 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 9.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 9.42% | — | Dec 2014 | BGH vs XILSX | |
| Fairholme Focused Income Fund | 9.27% | — | Dec 2009 | BGH vs FOCIX | |
| Fidelity Capital & Income Fund | 7.17% | — | Nov 1977 | BGH vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.58% | — | Oct 2018 | BGH vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.53% | — | Jul 1995 | BGH vs FAHCX |
Lowest Volatility Alternatives to BGH
BGH has 11.69% 1-year volatility. There are 188 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.84% | — | Sep 2010 | BGH vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.85% | — | Mar 2019 | BGH vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.49% | — | Jul 2014 | BGH vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | BGH vs SCFIX | |
| Osterweis Strategic Income Fund | 1.69% | — | Aug 2002 | BGH vs OSTIX |
Lowest Drawdown Alternatives to BGH
BGH has a 1-year max drawdown of -16.90%. There are 188 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | BGH vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | BGH vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | BGH vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | BGH vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | BGH vs SCFIX |
Often Compared With BGH
Investors most often compare BGH with RCRYX, ANGL, HYT. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BGH with Any Fund or Stock
Compare BGH with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGH with funds that move differently
Barings Global Short Duration High Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGH.
Explore BGH Diversifiers