Homestead Funds Short-Term Government Securities Fund (HOSGX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HOSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HOSGX
HOSGX charges 0.75% annually. There are 75 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | HOSGX vs GUSTX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | — | Mar 2016 | HOSGX vs FUTBX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | Dec 2005 | HOSGX vs FUAMX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | HOSGX vs FUMBX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | HOSGX vs FNBGX |
Best Risk-Adjusted Alternatives to HOSGX
HOSGX has a PortfoliosLab risk / return rank of 29. There are 27 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | HOSGX vs FEUGX | |
| DFA Short-Term Government Portfolio | 99 | 1.81B | May 1987 | HOSGX vs DFFGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | HOSGX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 90 | — | Aug 2010 | HOSGX vs VSBIX | |
| Integrity Short Term Government Fund | 90 | — | Jun 2011 | HOSGX vs MDSIX |
Top Performing HOSGX Alternatives (YTD)
HOSGX is at 0.02% YTD. There are 46 mutual funds in the Government Bonds category with higher YTD returns, going as high as 2.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 2.16% | — | Dec 1985 | HOSGX vs FEUGX | |
| Integrity Short Term Government Fund | 2.09% | — | Jun 2011 | HOSGX vs MDSIX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.76% | 6.60B | Feb 2015 | HOSGX vs VGIVX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.70% | 6.60B | May 2013 | HOSGX vs VGAVX | |
| GMO U.S. Treasury Fund | 1.59% | — | Mar 2009 | HOSGX vs GUSTX |
Lowest Volatility Alternatives to HOSGX
HOSGX has 2.34% 1-year volatility. There are 23 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 0.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 0.77% | 1.81B | May 1987 | HOSGX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.27% | — | Mar 2009 | HOSGX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.29% | — | Aug 2010 | HOSGX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.30% | 33.90B | Dec 2009 | HOSGX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.36% | — | Dec 1985 | HOSGX vs FEUGX |
Lowest Drawdown Alternatives to HOSGX
HOSGX has a 1-year max drawdown of -1.38%. There are 14 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | HOSGX vs GUSTX | |
| DFA Short-Term Government Portfolio | -0.30% | 1.81B | May 1987 | HOSGX vs DFFGX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | HOSGX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | HOSGX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | HOSGX vs VSBIX |
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 | 49 | 10.68% | — | Nov 1990 | HOSGX vs HOVLX | |
| Homestead Stock Index Fund | Large Cap Blend Equities | 61 | 11.08% | — | Oct 1999 | HOSGX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 12 | 3.90% | — | Jan 2001 | HOSGX vs HNASX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 16 | 10.14% | — | Mar 1998 | HOSGX vs HSCSX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 40 | 14.18% | — | Jan 2001 | HOSGX vs HISIX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 16 | -0.14% | — | May 2019 | HOSGX vs HOIBX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 38 | 0.25% | — | Nov 1991 | HOSGX vs HOSBX |
Often Compared With HOSGX
Investors most often compare HOSGX with HABDX, FZROX, SCHV. These 17 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare HOSGX with Any Fund or Stock
Compare HOSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HOSGX with funds that move differently
Homestead Funds Short-Term Government Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HOSGX.
Explore HOSGX Diversifiers