Brown Advisory Mortgage Securities Fund (BIAZX) 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 BIAZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIAZX
BIAZX charges 0.49% annually. There are 49 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 | BIAZX vs GUSTX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | BIAZX vs FNBGX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | — | BIAZX vs FUAMX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | — | Oct 2015 | BIAZX vs FBLTX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | — | Mar 2016 | BIAZX vs FUTBX |
Best Risk-Adjusted Alternatives to BIAZX
BIAZX has a PortfoliosLab risk / return rank of 32. There are 28 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 | BIAZX vs FEUGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | BIAZX vs GUSTX | |
| Integrity Short Term Government Fund | 91 | — | Jun 2011 | BIAZX vs MDSIX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 86 | — | Aug 2010 | BIAZX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 85 | 33.90B | Dec 2009 | BIAZX vs VSBSX |
Top Performing BIAZX Alternatives (YTD)
BIAZX is at 0.99% YTD. There are 27 mutual funds in the Government Bonds category with higher YTD returns, going as high as 3.26%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO Extended Duration Fund | 3.26% | — | Aug 2006 | BIAZX vs PEDIX | |
| Vanguard Extended Duration Treasury Index Fund | 2.84% | — | Nov 2007 | BIAZX vs VEDTX | |
| Integrity Short Term Government Fund | 2.22% | — | Jun 2011 | BIAZX vs MDSIX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 2.15% | 6.60B | Feb 2015 | BIAZX vs VGIVX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 2.08% | 6.60B | May 2013 | BIAZX vs VGAVX |
Lowest Volatility Alternatives to BIAZX
BIAZX has 4.06% 1-year volatility. There are 63 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 1.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 1.24% | — | Mar 2009 | BIAZX vs GUSTX | |
| DFA Short-Term Government Portfolio | 1.26% | — | May 1987 | BIAZX vs DFFGX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.30% | — | Aug 2010 | BIAZX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.30% | 33.90B | Dec 2009 | BIAZX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.41% | — | Dec 1985 | BIAZX vs FEUGX |
Lowest Drawdown Alternatives to BIAZX
BIAZX has a 1-year max drawdown of -3.14%. There are 49 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 | BIAZX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | BIAZX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | BIAZX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | BIAZX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | -0.84% | 33.90B | Dec 2009 | BIAZX vs VSBSX |
Other Mutual Funds from Brown Advisory Funds
The 10 most viewed Brown Advisory Funds mutual funds shown here include BAFWX, BIAWX, BIAEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Institution... | Large Cap Growth Equities | 4 | 1.24% | — | Jun 2012 | BIAZX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 4 | 1.16% | — | Jun 2012 | BIAZX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 78 | 1.55% | — | Jun 2012 | BIAZX vs BIAEX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 12 | 4.35% | — | Nov 2006 | BIAZX vs BIAFX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 9 | -0.62% | — | Oct 2013 | BIAZX vs BIAHX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 4 | 5.44% | — | Jun 1999 | BIAZX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 23 | 14.10% | — | Jun 1999 | BIAZX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 76 | 1.44% | — | Dec 2019 | BIAZX vs BITEX | |
| Brown Advisory Mid-Cap Growth Fund | Mid Cap Growth Equities | — | — | — | Jul 2018 | BIAZX vs BAFMX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 28 | 9.17% | — | Feb 2018 | BIAZX vs BVALX |
Often Compared With BIAZX
Investors most often compare BIAZX with QQQ, ZROZ, FUMBX. These 10 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 64 | 16.89% | 493.17B | Mar 1999 | BIAZX vs QQQ | |
| PIMCO 25+ Year Zero Coupon US Treasury Index Fund | Government Bonds, Long-Term Bond | 12 | 3.17% | 1.40B | Oct 2009 | BIAZX vs ZROZ | |
| Fidelity Short-Term Treasury Bond Index Fund | Short-Term Bond, Government Bonds | 32 | 0.09% | — | Dec 2005 | BIAZX vs FUMBX | |
| Fidelity GNMA Fund | Government Bonds | 42 | 1.38% | — | Nov 1985 | BIAZX vs FGMNX | |
| PIMCO GNMA and Government Securities Fund | Government Bonds | 32 | 1.45% | — | Jul 1997 | BIAZX vs PDMIX | |
| T. Rowe Price GNMA Fund | Government Bonds | 46 | 1.18% | — | Nov 1985 | BIAZX vs PRGMX | |
| DWS GNMA Fund | Government Bonds | 21 | -0.38% | — | Jul 2000 | BIAZX vs SGINX | |
| Vanguard GNMA Fund Admiral Shares | Government Bonds | 35 | 1.26% | 11.00B | Feb 2001 | BIAZX vs VFIJX | |
| American Century Ginnie Mae Fund | Government Bonds | 31 | 1.07% | 343.63M | Sep 1985 | BIAZX vs BGNMX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 66 | 17.46% | — | Dec 2008 | BIAZX vs BIAUX |
Compare BIAZX with Any Fund or Stock
Compare BIAZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIAZX with funds that move differently
Brown Advisory Mortgage Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIAZX.
Explore BIAZX Diversifiers