Baird Short-Term Bond Fund Institutional Class (BSBIX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BSBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSBIX
BSBIX charges 0.30% annually. There are 14 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | BSBIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | BSBIX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | BSBIX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | BSBIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | BSBIX vs TNSHX |
Best Risk-Adjusted Alternatives to BSBIX
BSBIX has a PortfoliosLab risk / return rank of 91. There are 14 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | BSBIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | BSBIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | BSBIX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | BSBIX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 97 | — | Sep 2015 | BSBIX vs BATAX |
Top Performing BSBIX Alternatives (YTD)
BSBIX is at 0.73% YTD. There are 39 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.20% | — | Apr 2011 | BSBIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.01% | — | Jul 2005 | BSBIX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | BSBIX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | BSBIX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | BSBIX vs DHEIX |
Lowest Volatility Alternatives to BSBIX
BSBIX has 1.34% 1-year volatility. There are 9 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.80% | — | Apr 2018 | BSBIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | BSBIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | BSBIX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | BSBIX vs DFEQX | |
| DoubleLine Low Duration Bond Fund Class N | 1.19% | — | Sep 2011 | BSBIX vs DLSNX |
Lowest Drawdown Alternatives to BSBIX
BSBIX has a 1-year max drawdown of -0.94%. There are 16 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | BSBIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | BSBIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | BSBIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | BSBIX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | BSBIX vs HOBEX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BAGIX, BIMIX 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 | BSBIX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 22 | 0.32% | — | Sep 2000 | BSBIX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 24 | -0.15% | — | Sep 2000 | BSBIX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 23 | 0.32% | — | Sep 2000 | BSBIX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 86 | 1.68% | — | Nov 2019 | BSBIX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 19 | 0.21% | — | Sep 2000 | BSBIX vs BAGSX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 27 | -0.01% | — | Sep 2000 | BSBIX vs BIMSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.61% | — | Dec 2013 | BSBIX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 100 | 1.37% | — | Dec 2013 | BSBIX vs BUBIX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.33% | — | Dec 2000 | BSBIX vs BMDSX |
Often Compared With BSBIX
Investors most often compare BSBIX with GSSRX, MWTRX, VCSH. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BSBIX with Any Fund or Stock
Compare BSBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSBIX with funds that move differently
Baird Short-Term Bond Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSBIX.
Explore BSBIX Diversifiers