Homestead Funds Short Term Bond Fund (HOSBX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HOSBX
HOSBX charges 0.79% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among HOSBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | HOSBX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | HOSBX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | HOSBX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | HOSBX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | HOSBX vs VBISX |
Best Risk-Adjusted Alternatives to HOSBX
Among mutual funds in the Short-Term Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | HOSBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | HOSBX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | HOSBX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | HOSBX vs DFAIX | |
| DFA Short-Term Extended Quality Portfolio | 99 | Mar 4, 2009 | HOSBX vs DFEQX |
Top Performing HOSBX Alternatives (YTD)
HOSBX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | HOSBX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.35% | Mar 20, 2017 | HOSBX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | HOSBX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | HOSBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 0.85% | Jul 5, 2016 | HOSBX vs DHEAX |
Lowest Volatility Alternatives to HOSBX
HOSBX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | HOSBX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | HOSBX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | HOSBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | HOSBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | HOSBX vs DHEAX |
Lowest Drawdown Alternatives to HOSBX
HOSBX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | HOSBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | HOSBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | HOSBX vs DHEAX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | HOSBX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | HOSBX vs STBFX |
Other Mutual Funds from Homestead
Most popular Homestead mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Homestead Stock Index Fund | Large Cap Blend Equities | 54 | -4.45% | Oct 28, 1999 | HOSBX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 18 | -11.99% | Jan 22, 2001 | HOSBX vs HNASX | |
| Homestead Funds Value Fund | Large Cap Value Equities | 45 | 1.29% | Nov 19, 1990 | HOSBX vs HOVLX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 26 | 0.29% | Mar 4, 1998 | HOSBX vs HSCSX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 77 | -0.08% | Apr 30, 1995 | HOSBX vs HOSGX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 37 | -0.57% | Jan 21, 2001 | HOSBX vs HISIX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 44 | -0.49% | May 1, 2019 | HOSBX vs HOIBX |
Often Compared With HOSBX
What investors most often compare with HOSBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 0.04% | Sep 30, 2011 | HOSBX vs DBLSX |
Compare HOSBX with Any Fund or Stock
Compare HOSBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.