JSDSX Alternatives & Similar Mutual Funds

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 77 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	JSDSX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	JSDSX vs VISTX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	JSDSX vs FUMBX
VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	0.06%	69.90B	Nov 2001	JSDSX vs VBIRX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	JSDSX vs SWSBX

Best Risk-Adjusted Alternatives to JSDSX

JSDSX has a PortfoliosLab risk / return rank of 62. There are 106 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
DFCFX	DFA Two-Year Fixed Income Portfolio	100	—	Jun 1996	JSDSX vs DFCFX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	JSDSX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	JSDSX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	JSDSX vs DHEAX
DLDFX	Destinations Low Duration Fixed Income Fund	98	—	Mar 2017	JSDSX vs DLDFX

Top Performing JSDSX Alternatives (YTD)

JSDSX is at 0.22% YTD. There are 114 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	8.09%	—	Apr 2011	JSDSX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.65%	—	Jul 2005	JSDSX vs LCCMX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	2.50%	—	Jul 2016	JSDSX vs DHEIX
DFAIX	DFA Short-Duration Real Return Portfolio	2.38%	—	Nov 2013	JSDSX vs DFAIX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	2.33%	—	Nov 2003	JSDSX vs SNSAX

Lowest Volatility Alternatives to JSDSX

JSDSX has 1.85% 1-year volatility. There are 43 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.72%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	0.72%	—	Jun 1996	JSDSX vs DFCFX
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	JSDSX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	JSDSX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.12%	—	Mar 2009	JSDSX vs DFEQX
DHEAX	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 101 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
DFCFX	DFA Two-Year Fixed Income Portfolio	-0.21%	—	Jun 1996	JSDSX vs DFCFX
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	JSDSX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	JSDSX vs DFAIX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	JSDSX vs DHEIX
DHEAX	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 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	8	-1.77%	—	Nov 2010	JSDSX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	7	-1.92%	—	Feb 1992	JSDSX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	7	-2.05%	—	Feb 1994	JSDSX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	31	3.44%	—	Aug 2018	JSDSX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	89	15.85%	—	Jul 1987	JSDSX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-1.20%	—	Dec 2013	JSDSX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	87	1.12%	—	Jun 2014	JSDSX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	19	3.10%	—	Sep 1993	JSDSX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	29	3.38%	—	Aug 2018	JSDSX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	8	-1.70%	—	Oct 1999	JSDSX vs VHIAX

Often Compared With JSDSX

Investors most often compare JSDSX with SPUS, DBLSX, TSDLX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPUS	SP Funds S&P 500 Sharia Industry Exclusions ETF	S&P 500	63	10.68%	2.84B	Dec 2019	JSDSX vs SPUS
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	98	1.45%	—	Sep 2011	JSDSX vs DBLSX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	94	1.35%	—	Dec 2020	JSDSX vs TSDLX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	JSDSX vs STBFX
TRRBX	T. Rowe Price Retirement 2020 Fund	Target Retirement Date	15	5.83%	—	Sep 2002	JSDSX vs TRRBX
BGHSX	BrandywineGLOBAL - High Yield Fund	High Yield Bonds	38	-0.16%	—	Dec 2014	JSDSX vs BGHSX
NSTLX	Neuberger Berman Strategic Income Fund	Multisector Bonds	37	-0.16%	—	Jul 2003	JSDSX vs NSTLX
TD	The Toronto-Dominion Bank		99	30.24%	—	—	JSDSX vs TD
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	53	0.10%	—	Mar 1994	JSDSX vs VBISX
KO	The Coca-Cola Company		90	26.97%	—	—	JSDSX vs KO
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	52	0.23%	—	Mar 2007	JSDSX vs PIMIX
VBITX	Vanguard Short-Term Bond Index Fund Institutional ...	Total Bond Market	56	0.16%	—	Sep 2011	JSDSX vs VBITX
EWG	iShares MSCI Germany ETF	Europe Equities	19	2.84%	1.65B	Mar 1996	JSDSX vs EWG
SGOL	abrdn Physical Gold Shares ETF	Gold, Precious Metals	31	-6.11%	6.73B	Sep 2009	JSDSX vs SGOL
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	69	10.50%	—	Feb 1996	JSDSX vs MEIIX
PRCIX	T. Rowe Price New Income Fund	Intermediate Core Bond	32	-0.68%	—	Aug 1973	JSDSX vs PRCIX
JPM	JPMorgan Chase & Co.		71	10.73%	—	—	JSDSX vs JPM
TNSHX	TIAA-CREF Short-Term Bond Index Fund	Short-Term Bond	85	0.63%	—	Aug 2015	JSDSX vs TNSHX
HOBEX	Holbrook Income Fund	Short-Term Bond	98	1.98%	—	Jul 2016	JSDSX vs HOBEX
KXI	iShares Global Consumer Staples ETF	Consumer Staples Equities	32	8.30%	1.07B	Sep 2006	JSDSX vs KXI

Compare JSDSX with Any Fund or Stock

Compare JSDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

JPMorgan Short Duration Core Plus Fund (JSDSX) Alternatives