JPMorgan Short Duration Core Plus Fund (JSDSX) 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 JSDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JSDSX
JSDSX charges 0.60% annually. There are 72 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 | JSDSX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | JSDSX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | JSDSX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | JSDSX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | JSDSX vs TNSHX |
Best Risk-Adjusted Alternatives to JSDSX
JSDSX has a PortfoliosLab risk / return rank of 67. There are 86 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 | JSDSX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | JSDSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | JSDSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | JSDSX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | JSDSX vs DFAIX |
Top Performing JSDSX Alternatives (YTD)
JSDSX is at 0.54% YTD. There are 101 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.16% | — | Apr 2011 | JSDSX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.03% | — | Jul 2005 | JSDSX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | JSDSX vs DFAIX | |
| Holbrook Income Fund | 2.30% | — | Jul 2016 | JSDSX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 2.22% | — | Sep 2015 | JSDSX vs BATAX |
Lowest Volatility Alternatives to JSDSX
JSDSX has 1.83% 1-year volatility. There are 37 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.69% | — | Jun 1996 | JSDSX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | JSDSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | JSDSX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.10% | — | Mar 2009 | JSDSX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | JSDSX vs DHEAX |
Lowest Drawdown Alternatives to JSDSX
JSDSX has a 1-year max drawdown of -1.58%. There are 96 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 | JSDSX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | JSDSX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | JSDSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | JSDSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | JSDSX vs DHEAX |
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 | 13 | 5.06% | — | Nov 2010 | JSDSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.91% | — | Feb 1992 | JSDSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 4.78% | — | Feb 1994 | JSDSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 3.00% | — | Aug 2018 | JSDSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 82 | 15.35% | — | Jul 1987 | JSDSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.75% | — | Dec 2013 | JSDSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | JSDSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 23 | 6.03% | — | Sep 1993 | JSDSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.94% | — | Aug 2018 | JSDSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | JSDSX vs VHIAX |
Often Compared With JSDSX
Investors most often compare JSDSX with SPUS, DLDFX, TSDLX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare JSDSX with Any Fund or Stock
Compare JSDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JSDSX with funds that move differently
JPMorgan Short Duration Core Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSDSX.
Explore JSDSX Diversifiers