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 | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | DFIHX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | DFIHX vs BUBIX | |
| 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 15 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 | DFIHX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | DFIHX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | DFIHX vs BUBSX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | DFIHX vs PAIPX | |
| Fidelity Series Treasury Bill Index Fund | 100 | — | Aug 2018 | DFIHX vs FHQFX |
Top Performing DFIHX Alternatives (YTD)
DFIHX is at 1.52% YTD. There are 18 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 | 2.03% | — | Oct 1987 | DFIHX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.80% | — | May 2012 | DFIHX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 1.77% | — | Dec 2006 | DFIHX vs ENIAX | |
| Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed... | 1.77% | — | Mar 2016 | DFIHX vs TSDUX |
Lowest Volatility Alternatives to DFIHX
DFIHX has 0.75% 1-year volatility. There are 5 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 | DFIHX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.62% | — | Mar 2019 | DFIHX vs NUSIX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | DFIHX vs BUBSX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.67% | — | Sep 1987 | DFIHX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | — | 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 | |
|---|---|---|---|---|---|
| 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 | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | DFIHX vs NUSIX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | DFIHX vs MUIIX | |
| Tactical Multi-Purpose Fund | -0.10% | — | Mar 2017 | DFIHX vs TMPFX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
Often Compared With DFIHX
Investors most often compare DFIHX with DGCFX, MEAR, DGSIX. 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