Baird Ultra Short Bond Fund (BUBSX) 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 BUBSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BUBSX
BUBSX charges 0.40% annually. There are 36 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 | BUBSX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | BUBSX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | BUBSX vs BUBIX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | BUBSX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | BUBSX vs DFYGX |
Best Risk-Adjusted Alternatives to BUBSX
BUBSX 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 | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | BUBSX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | BUBSX vs NUSIX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | BUBSX vs PAIPX | |
| Fidelity Series Treasury Bill Index Fund | 100 | — | Aug 2018 | BUBSX vs FHQFX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | — | Dec 2013 | BUBSX vs BUBIX |
Top Performing BUBSX Alternatives (YTD)
BUBSX is at 1.61% YTD. There are 12 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 | BUBSX vs SEMRX | |
| PIMCO Short Term Fund | 2.03% | — | Oct 1987 | BUBSX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.80% | — | May 2012 | BUBSX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 1.77% | — | Dec 2006 | BUBSX vs ENIAX | |
| Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed... | 1.77% | — | Mar 2016 | BUBSX vs TSDUX |
Lowest Volatility Alternatives to BUBSX
BUBSX has 0.65% 1-year volatility. There are 2 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.58% | — | Mar 2017 | BUBSX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.62% | — | Mar 2019 | BUBSX vs NUSIX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.67% | — | Sep 1987 | BUBSX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | — | Dec 2013 | BUBSX vs BUBIX | |
| DFA One Year Fixed Income Portfolio | 0.75% | — | Jul 1983 | BUBSX vs DFIHX |
Lowest Drawdown Alternatives to BUBSX
BUBSX has a 1-year max drawdown of -0.10%. There is 1 mutual fund in the Ultrashort Bond category with a shallower 1-year drawdown, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | — | Dec 2013 | BUBSX vs UGSDX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | BUBSX vs NUSIX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | BUBSX vs FHQFX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | BUBSX vs MUIIX | |
| Tactical Multi-Purpose Fund | -0.10% | — | Mar 2017 | BUBSX vs TMPFX |
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 | BUBSX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 22 | 0.32% | — | Sep 2000 | BUBSX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 24 | -0.15% | — | Sep 2000 | BUBSX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 23 | 0.32% | — | Sep 2000 | BUBSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 86 | 1.68% | — | Nov 2019 | BUBSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 19 | 0.21% | — | Sep 2000 | BUBSX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 91 | 0.73% | — | Aug 2004 | BUBSX vs BSBIX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 27 | -0.01% | — | Sep 2000 | BUBSX vs BIMSX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.33% | — | Dec 2000 | BUBSX vs BMDSX | |
| Baird Municipal Bond Fund | Municipal Bonds | 74 | 1.55% | — | Nov 2019 | BUBSX vs BMQSX |
Often Compared With BUBSX
Investors most often compare BUBSX with SGOV, SPSB, JPLD. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BUBSX with Any Fund or Stock
Compare BUBSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BUBSX with funds that move differently
Baird Ultra Short Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BUBSX.
Explore BUBSX Diversifiers