BSBSX Alternatives & Similar Mutual Funds

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
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	BSBSX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	BSBSX vs VISTX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	BSBSX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	BSBSX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	BSBSX vs VBISX

Best Risk-Adjusted Alternatives to BSBSX

BSBSX has a PortfoliosLab risk / return rank of 88. There are 25 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
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	BSBSX vs DHEIX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	BSBSX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	BSBSX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	BSBSX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	BSBSX vs DBLSX

Top Performing BSBSX Alternatives (YTD)

BSBSX is at 0.63% YTD. There are 87 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	10.27%	—	Apr 2011	BSBSX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	BSBSX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	BSBSX vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	BSBSX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.87%	—	Sep 2015	BSBSX vs BATAX

Lowest Volatility Alternatives to BSBSX

BSBSX has 1.39% 1-year volatility. There are 18 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	BSBSX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.05%	—	Jul 2016	BSBSX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	BSBSX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	BSBSX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	BSBSX vs DHEAX

Lowest Drawdown Alternatives to BSBSX

BSBSX has a 1-year max drawdown of -0.84%. There are 10 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
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	BSBSX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	BSBSX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	BSBSX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	BSBSX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	BSBSX vs HOBEX

Other Mutual Funds from Baird

The 10 most viewed Baird mutual funds shown here include BCOIX, BAGIX, BIMIX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BCOIX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	30	0.44%	—	Sep 2000	BSBSX vs BCOIX
BAGIX	Baird Aggregate Bond Fund Class I	Total Bond Market	26	0.42%	—	Sep 2000	BSBSX vs BAGIX
BIMIX	Baird Intermediate Bond Fund Class Institutional	Intermediate Core Bond	29	-0.06%	—	Sep 2000	BSBSX vs BIMIX
BCOSX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	28	0.41%	—	Sep 2000	BSBSX vs BCOSX
BSNSX	Baird Strategic Municipal Bond Fund	Municipal Bonds	85	1.49%	—	Nov 2019	BSBSX vs BSNSX
BAGSX	Baird Aggregate Bond Fund	Intermediate Core Bond	24	0.30%	—	Sep 2000	BSBSX vs BAGSX
BSBIX	Baird Short-Term Bond Fund Institutional Class	Short-Term Bond	93	0.83%	—	Aug 2004	BSBSX vs BSBIX
BIMSX	Baird Intermediate Bond Fund	Intermediate Core Bond	33	0.18%	—	Sep 2000	BSBSX vs BIMSX
BUBSX	Baird Ultra Short Bond Fund	Ultrashort Bond	100	1.41%	—	Dec 2013	BSBSX vs BUBSX
BMDSX	Baird Mid Cap Growth Fund	Mid Cap Growth Equities	3	6.27%	—	Dec 2000	BSBSX vs BMDSX

Often Compared With BSBSX

Investors most often compare BSBSX with SCHO, SNSAX, DLDFX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHO	Schwab Short-Term U.S. Treasury ETF	Government Bonds, Short-Term Bond	81	0.42%	13.24B	Aug 2010	BSBSX vs SCHO
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	89	1.86%	—	Nov 2003	BSBSX vs SNSAX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	94	1.61%	—	Mar 2017	BSBSX vs DLDFX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	66	1.52%	—	Jun 1996	BSBSX vs DFCFX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	96	0.90%	—	Dec 2020	BSBSX vs TSDLX
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	71	0.90%	—	Mar 2006	BSBSX vs CMFIX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	BSBSX vs STBFX

Compare BSBSX with Any Fund or Stock

Compare BSBSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Baird Short-Term Bond Fund Investor Class (BSBSX) Alternatives