Frost Low Duration Bond Fund (FILDX) 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 FILDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FILDX
FILDX charges 0.43% annually. There are 40 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | FILDX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | FILDX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | FILDX vs FUMBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | FILDX vs VBIRX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | FILDX vs SWSBX |
Best Risk-Adjusted Alternatives to FILDX
FILDX has a PortfoliosLab risk / return rank of 80. There are 71 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | FILDX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | FILDX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | FILDX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | FILDX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | FILDX vs DLDFX |
Top Performing FILDX Alternatives (YTD)
FILDX is at 0.59% YTD. There are 95 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | FILDX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | FILDX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.50% | — | Jul 2016 | FILDX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | FILDX vs DFAIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | 2.33% | — | Nov 2003 | FILDX vs SNSAX |
Lowest Volatility Alternatives to FILDX
FILDX has 1.68% 1-year volatility. There are 31 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.72% | — | Jun 1996 | FILDX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | FILDX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | FILDX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | FILDX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | FILDX vs DHEAX |
Lowest Drawdown Alternatives to FILDX
FILDX has a 1-year max drawdown of -1.10%. There are 36 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | FILDX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | FILDX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | FILDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | FILDX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | FILDX vs DHEIX |
Other Mutual Funds from Frost
The 4 most viewed Frost mutual funds shown here include FCFAX, FIJEX, FICEX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Frost Credit Fund | Short-Term Bond | 54 | 1.05% | — | Dec 2012 | FILDX vs FCFAX | |
| Frost Total Return Bond Fund | Short-Term Bond | 32 | 0.63% | — | Apr 2008 | FILDX vs FIJEX | |
| Frost Growth Equity Fund | Large Cap Growth Equities | 9 | 0.75% | — | Apr 2008 | FILDX vs FICEX | |
| Frost Total Return Bond Fund Investor Class | Intermediate Core-Plus Bond | 17 | -0.29% | — | Jun 2008 | FILDX vs FATRX |
Often Compared With FILDX
Investors most often compare FILDX with DBLSX, VBISX, HOBEX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.45% | — | Sep 2011 | FILDX vs DBLSX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 53 | 0.10% | — | Mar 1994 | FILDX vs VBISX | |
| Holbrook Income Fund | Short-Term Bond | 98 | 1.98% | — | Jul 2016 | FILDX vs HOBEX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | FILDX vs STBFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 94 | 1.35% | — | Dec 2020 | FILDX vs TSDLX | |
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 85 | 0.63% | — | Aug 2015 | FILDX vs TNSHX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.11% | — | Sep 2015 | FILDX vs BATAX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.32% | — | Sep 2011 | FILDX vs DLSNX |
Compare FILDX with Any Fund or Stock
Compare FILDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FILDX with funds that move differently
Frost Low Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FILDX.
Explore FILDX Diversifiers