JPMorgan Short Duration Bond Fund (HLLVX) 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 HLLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HLLVX
HLLVX charges 0.34% annually. There are 18 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 | HLLVX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | HLLVX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | HLLVX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | HLLVX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | HLLVX vs VBISX |
Best Risk-Adjusted Alternatives to HLLVX
HLLVX has a PortfoliosLab risk / return rank of 75. There are 52 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | HLLVX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | HLLVX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | HLLVX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | HLLVX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | HLLVX vs DBLSX |
Top Performing HLLVX Alternatives (YTD)
HLLVX is at 0.36% YTD. There are 107 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | HLLVX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | HLLVX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | HLLVX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | HLLVX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | HLLVX vs BATAX |
Lowest Volatility Alternatives to HLLVX
HLLVX has 1.43% 1-year volatility. There are 21 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | HLLVX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | HLLVX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | HLLVX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | HLLVX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | HLLVX vs DHEAX |
Lowest Drawdown Alternatives to HLLVX
HLLVX has a 1-year max drawdown of -1.09%. There are 30 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | HLLVX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | HLLVX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | HLLVX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | HLLVX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | HLLVX vs HOBEX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 20 | 7.96% | — | Nov 2010 | HLLVX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | HLLVX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | HLLVX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | HLLVX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | HLLVX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | HLLVX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | HLLVX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | HLLVX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | HLLVX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | HLLVX vs VHIAX |
Often Compared With HLLVX
Investors most often compare HLLVX with VBTLX, SNSAX, DFCFX. These 14 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare HLLVX with Any Fund or Stock
Compare HLLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HLLVX with funds that move differently
JPMorgan Short Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLLVX.
Explore HLLVX Diversifiers