DFA One Year Fixed Income Portfolio (DFIHX) 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 DFIHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFIHX
DFIHX charges 0.13% annually. There is 1 mutual fund in the Ultrashort Bond category with a lower expense ratio, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | DFIHX vs FHCOX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | DFIHX vs BUBIX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | DFIHX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | DFIHX vs DFYGX | |
| Six Circles Ultra Short Duration Fund | 0.18% | — | Jul 2018 | DFIHX vs CUSDX |
Best Risk-Adjusted Alternatives to DFIHX
DFIHX has a PortfoliosLab risk / return rank of 99. There are 8 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 | DFIHX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | DFIHX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | — | Dec 2013 | DFIHX vs BUBIX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | DFIHX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 100 | — | Dec 2006 | DFIHX vs ENIAX |
Top Performing DFIHX Alternatives (YTD)
DFIHX is at 1.52% YTD. There are 17 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 | DFIHX vs SEMRX | |
| PIMCO Short Term Fund | 1.92% | — | Oct 1987 | DFIHX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.80% | — | May 2012 | DFIHX vs PAIPX | |
| Pioneer Multi-Asset Ultrashort Income Fund | 1.73% | — | Apr 2011 | DFIHX vs MYFRX | |
| T. Rowe Price Ultra Short-Term Bond Fund Class I | 1.64% | — | Jul 2017 | DFIHX vs TRSTX |
Lowest Volatility Alternatives to DFIHX
DFIHX has 0.72% 1-year volatility. There are 5 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 | DFIHX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.62% | — | Dec 2013 | DFIHX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.63% | — | Mar 2019 | DFIHX vs NUSIX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.68% | — | Sep 1987 | DFIHX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.70% | — | Dec 2013 | DFIHX vs BUBIX |
Lowest Drawdown Alternatives to DFIHX
DFIHX has a 1-year max drawdown of -0.39%. There are 29 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 | DFIHX vs TMPFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | — | Dec 2013 | DFIHX vs UGSDX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | DFIHX vs FHQFX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | DFIHX vs MUIIX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | DFIHX vs NUSIX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | DFIHX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DFIHX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DFIHX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DFIHX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DFIHX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DFIHX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DFIHX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DFIHX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DFIHX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DFIHX vs DFLVX |
Often Compared With DFIHX
Investors most often compare DFIHX with DGCFX, MEAR, PRWBX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare DFIHX with Any Fund or Stock
Compare DFIHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFIHX with funds that move differently
DFA One Year Fixed Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFIHX.
Explore DFIHX Diversifiers