Baird Ultra Short Bond Fund Institutional Class (BUBIX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BUBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BUBIX
BUBIX charges 0.15% annually. There are 2 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | BUBIX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | BUBIX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | BUBIX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | BUBIX vs DFYGX | |
| Six Circles Ultra Short Duration Fund | 0.18% | — | Jul 2018 | BUBIX vs CUSDX |
Best Risk-Adjusted Alternatives to BUBIX
BUBIX has a PortfoliosLab risk / return rank of 100. There are 2 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | BUBIX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | BUBIX vs BUBSX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | BUBIX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 100 | — | Dec 2006 | BUBIX vs ENIAX | |
| CrossingBridge Ultra-Short Duration Fund | 99 | — | Jun 2021 | BUBIX vs CBUDX |
Top Performing BUBIX Alternatives (YTD)
BUBIX is at 1.17% YTD. There are 52 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.15% | — | Dec 2010 | BUBIX vs SEMRX | |
| PIMCO Short Term Fund | 1.92% | — | Oct 1987 | BUBIX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.80% | — | May 2012 | BUBIX vs PAIPX | |
| Pioneer Multi-Asset Ultrashort Income Fund | 1.73% | — | Apr 2011 | BUBIX vs MYFRX | |
| T. Rowe Price Ultra Short-Term Bond Fund Class I | 1.64% | — | Jul 2017 | BUBIX vs TRSTX |
Lowest Volatility Alternatives to BUBIX
BUBIX has 0.70% 1-year volatility. There are 4 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.56% | — | Mar 2017 | BUBIX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.62% | — | Dec 2013 | BUBIX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.63% | — | Mar 2019 | BUBIX vs NUSIX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.68% | — | Sep 1987 | BUBIX vs PRTBX | |
| DFA One Year Fixed Income Portfolio | 0.72% | — | Jul 1983 | BUBIX vs DFIHX |
Lowest Drawdown Alternatives to BUBIX
BUBIX has a 1-year max drawdown of -0.30%. There are 17 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.00% | — | Mar 2017 | BUBIX vs TMPFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | — | Dec 2013 | BUBIX vs UGSDX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | BUBIX vs FHQFX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | BUBIX vs MUIIX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | BUBIX vs NUSIX |
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 | 0.44% | — | Sep 2000 | BUBIX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 26 | 0.42% | — | Sep 2000 | BUBIX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 29 | -0.06% | — | Sep 2000 | BUBIX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 28 | 0.41% | — | Sep 2000 | BUBIX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 85 | 1.49% | — | Nov 2019 | BUBIX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 24 | 0.30% | — | Sep 2000 | BUBIX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 93 | 0.83% | — | Aug 2004 | BUBIX vs BSBIX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 33 | 0.18% | — | Sep 2000 | BUBIX vs BIMSX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.27% | — | Dec 2000 | BUBIX vs BMDSX | |
| Baird Municipal Bond Fund | Municipal Bonds | 73 | 1.35% | — | Nov 2019 | BUBIX vs BMQSX |
Often Compared With BUBIX
Investors most often compare BUBIX with SADIX, TSDOX, FULBX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare BUBIX with Any Fund or Stock
Compare BUBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BUBIX with funds that move differently
Baird Ultra Short Bond Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BUBIX.
Explore BUBIX Diversifiers