Baird Short-Term Bond Fund Investor Class (BSBSX) 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 BSBSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSBSX
BSBSX charges 0.55% annually. There are 65 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 | BSBSX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | BSBSX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | BSBSX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | BSBSX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | BSBSX vs TNSHX |
Best Risk-Adjusted Alternatives to BSBSX
BSBSX has a PortfoliosLab risk / return rank of 92. There are 24 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | BSBSX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | BSBSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | BSBSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | BSBSX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | BSBSX vs DLDFX |
Top Performing BSBSX Alternatives (YTD)
BSBSX is at 0.83% YTD. There are 71 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.88% | — | Apr 2011 | BSBSX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | BSBSX vs LCCMX | |
| Holbrook Income Fund | 2.30% | — | Jul 2016 | BSBSX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 2.22% | — | Sep 2015 | BSBSX vs BATAX | |
| DFA Short-Duration Real Return Portfolio | 2.19% | — | Nov 2013 | BSBSX vs DFAIX |
Lowest Volatility Alternatives to BSBSX
BSBSX has 1.40% 1-year volatility. There are 17 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.70% | — | Jun 1996 | BSBSX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | BSBSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.08% | — | Jul 2016 | BSBSX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.11% | — | Mar 2009 | BSBSX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | BSBSX vs DHEAX |
Lowest Drawdown Alternatives to BSBSX
BSBSX has a 1-year max drawdown of -0.84%. There are 11 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | BSBSX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | BSBSX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | BSBSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | BSBSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | BSBSX vs DHEAX |
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 | 30 | 0.20% | — | Sep 2000 | BSBSX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 26 | 0.04% | — | Sep 2000 | BSBSX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 30 | -0.11% | — | Sep 2000 | BSBSX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 27 | 0.06% | — | Sep 2000 | BSBSX vs BCOSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 95 | 1.06% | — | Aug 2004 | BSBSX vs BSBIX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 89 | 1.66% | — | Nov 2019 | BSBSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 23 | -0.08% | — | Sep 2000 | BSBSX vs BAGSX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 34 | 0.10% | — | Sep 2000 | BSBSX vs BIMSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.81% | — | Dec 2013 | BSBSX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 100 | 1.59% | — | Dec 2013 | BSBSX vs BUBIX |
Often Compared With BSBSX
Investors most often compare BSBSX with BMDSX, SCHO, SNSAX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 7.57% | — | Dec 2000 | BSBSX vs BMDSX | |
| Schwab Short-Term U.S. Treasury ETF | Government Bonds, Short-Term Bond | 91 | 0.79% | 12.67B | Aug 2010 | BSBSX vs SCHO | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 92 | 2.02% | — | Nov 2003 | BSBSX vs SNSAX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 65 | 1.09% | — | Mar 2006 | BSBSX vs CMFIX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 95 | 1.46% | — | Dec 2020 | BSBSX vs TSDLX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | BSBSX vs STBFX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 41 | 0.20% | — | Mar 1994 | BSBSX vs VBISX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.34% | — | Sep 2011 | BSBSX vs DBLSX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.22% | — | Sep 2011 | BSBSX vs DLSNX |
Compare BSBSX with Any Fund or Stock
Compare BSBSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSBSX with funds that move differently
Baird Short-Term Bond Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSBSX.
Explore BSBSX Diversifiers