Homestead Funds Short Term Bond Fund (HOSBX) 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 HOSBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HOSBX
HOSBX charges 0.79% annually. There are 112 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 | HOSBX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | HOSBX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | HOSBX vs FUMBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | HOSBX vs VBIRX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.06% | 51.90B | Nov 2010 | HOSBX vs VSCSX |
Best Risk-Adjusted Alternatives to HOSBX
HOSBX has a PortfoliosLab risk / return rank of 32. There are 123 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 | HOSBX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | HOSBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | HOSBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | HOSBX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | HOSBX vs DLDFX |
Top Performing HOSBX Alternatives (YTD)
HOSBX is at 0.04% YTD. There are 121 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 | HOSBX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | HOSBX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.40% | — | Jul 2016 | HOSBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 2.33% | — | Jul 2016 | HOSBX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 2.29% | — | Nov 2013 | HOSBX vs DFAIX |
Lowest Volatility Alternatives to HOSBX
HOSBX has 2.37% 1-year volatility. There are 113 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.73% | — | Jun 1996 | HOSBX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | HOSBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | HOSBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | HOSBX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | HOSBX vs DFEQX |
Lowest Drawdown Alternatives to HOSBX
HOSBX has a 1-year max drawdown of -1.59%. There are 102 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 | HOSBX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | HOSBX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | HOSBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | HOSBX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | HOSBX vs DHEIX |
Other Mutual Funds from Homestead
The 7 most viewed Homestead mutual funds shown here include HOVLX, HSTIX, HNASX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Homestead Funds Value Fund | Large Cap Value Equities | 74 | 11.99% | — | Nov 1990 | HOSBX vs HOVLX | |
| Homestead Stock Index Fund | Large Cap Blend Equities | 55 | 9.83% | — | Oct 1999 | HOSBX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 9 | 1.51% | — | Jan 2001 | HOSBX vs HNASX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 23 | 8.87% | — | Mar 1998 | HOSBX vs HSCSX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 68 | 16.30% | — | Jan 2001 | HOSBX vs HISIX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 10 | -1.24% | — | May 2019 | HOSBX vs HOIBX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 24 | -0.18% | — | Apr 1995 | HOSBX vs HOSGX |
Often Compared With HOSBX
Investors most often compare HOSBX with DBLSX, SWSBX, VBISX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 96 | 1.02% | — | Sep 2011 | HOSBX vs DBLSX | |
| Schwab Short-Term Bond Index Fund | Short-Term Bond, Government Bonds | 36 | 0.05% | — | Feb 2017 | HOSBX vs SWSBX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 34 | 0.00% | — | Mar 1994 | HOSBX vs VBISX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | HOSBX vs STBFX | |
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 74 | 0.52% | — | Aug 2015 | HOSBX vs TNSHX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 92 | 1.24% | — | Dec 2020 | HOSBX vs TSDLX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 94 | 2.23% | — | Nov 2003 | HOSBX vs SNSAX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 61 | 1.71% | — | Mar 2006 | HOSBX vs CMFIX | |
| Holbrook Income Fund | Short-Term Bond | 96 | 1.98% | — | Jul 2016 | HOSBX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.11% | — | Sep 2015 | HOSBX vs BATAX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 95 | 0.90% | — | Sep 2011 | HOSBX vs DLSNX |
Compare HOSBX with Any Fund or Stock
Compare HOSBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HOSBX with funds that move differently
Homestead Funds Short Term Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HOSBX.
Explore HOSBX Diversifiers