Virtus Newfleet Low Duration Core Plus Bond Fund (HIBIX) 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 HIBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HIBIX
HIBIX charges 0.50% annually. There are 52 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 Short-Term Bond Fund | 0.02% | — | Jun 2015 | HIBIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | HIBIX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | HIBIX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | HIBIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | HIBIX vs TNSHX |
Best Risk-Adjusted Alternatives to HIBIX
HIBIX has a PortfoliosLab risk / return rank of 94. There are 17 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 | HIBIX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | HIBIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | HIBIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | HIBIX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | HIBIX vs DLDFX |
Top Performing HIBIX Alternatives (YTD)
HIBIX is at 1.48% YTD. There are 22 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.05% | — | Apr 2011 | HIBIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | HIBIX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | HIBIX vs DFAIX | |
| Holbrook Income Fund | 2.30% | — | Jul 2016 | HIBIX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.24% | — | Jul 2016 | HIBIX vs DHEIX |
Lowest Volatility Alternatives to HIBIX
HIBIX has 1.83% 1-year volatility. There are 36 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.71% | — | Jun 1996 | HIBIX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | HIBIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.09% | — | Jul 2016 | HIBIX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.11% | — | Mar 2009 | HIBIX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | HIBIX vs DHEAX |
Lowest Drawdown Alternatives to HIBIX
HIBIX has a 1-year max drawdown of -1.11%. There are 38 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 | HIBIX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | HIBIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | HIBIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | HIBIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | HIBIX vs DHEIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 20 | 22.58% | — | Oct 2019 | HIBIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | HIBIX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -2.79% | — | Mar 2018 | HIBIX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 9 | 10.85% | — | Oct 1996 | HIBIX vs PKSFX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 2.68% | — | Jun 2009 | HIBIX vs VIMCX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 3.24% | — | Oct 1995 | HIBIX vs PSTAX | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | HIBIX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -0.23% | — | Jun 2006 | HIBIX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 30 | 11.85% | — | Dec 2010 | HIBIX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 1.41% | — | Sep 1940 | HIBIX vs NAINX |
Often Compared With HIBIX
Investors most often compare HIBIX with PHRAX, SNSAX, VBISX. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 50 | 21.45% | — | Mar 1995 | HIBIX vs PHRAX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 91 | 2.12% | — | Nov 2003 | HIBIX vs SNSAX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 39 | 0.29% | — | Mar 1994 | HIBIX vs VBISX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.45% | — | Sep 2011 | HIBIX vs DBLSX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 10 | 1.15% | — | Jun 1992 | HIBIX vs STCIX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.22% | — | Sep 2015 | HIBIX vs BATAX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.32% | — | Sep 2011 | HIBIX vs DLSNX |
Compare HIBIX with Any Fund or Stock
Compare HIBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HIBIX with funds that move differently
Virtus Newfleet Low Duration Core Plus Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HIBIX.
Explore HIBIX Diversifiers