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

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	JSDSX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	JSDSX vs VIITX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	JSDSX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	JSDSX vs SWSBX
TNSHX	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 58. There are 88 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
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
DFAIX	DFA Short-Duration Real Return Portfolio	98	—	Nov 2013	JSDSX vs DFAIX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	97	—	Sep 2015	JSDSX vs BATAX

Top Performing JSDSX Alternatives (YTD)

JSDSX is at 0.26% YTD. There are 100 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	8.20%	—	Apr 2011	JSDSX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	4.01%	—	Jul 2005	JSDSX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.10%	—	Nov 2013	JSDSX vs DFAIX
HOBEX	Holbrook Income Fund	1.91%	—	Jul 2016	JSDSX vs HOBEX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.88%	—	Jul 2016	JSDSX vs DHEIX

Lowest Volatility Alternatives to JSDSX

JSDSX has 1.82% 1-year volatility. There are 34 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.80%	—	Apr 2018	JSDSX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	JSDSX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.12%	—	Jul 2016	JSDSX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.13%	—	Mar 2009	JSDSX vs DFEQX
DLSNX	DoubleLine Low Duration Bond Fund Class N	1.19%	—	Sep 2011	JSDSX vs DLSNX

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 -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	JSDSX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	JSDSX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	JSDSX vs HOBEX

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
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	18	6.63%	—	Nov 2010	JSDSX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	18	6.49%	—	Feb 1992	JSDSX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	17	6.37%	—	Feb 1994	JSDSX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	15	0.90%	—	Aug 2018	JSDSX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	80	13.03%	—	Jul 1987	JSDSX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Hedge Fund	13	-1.68%	—	Dec 2013	JSDSX vs JHEQX
JMSIX	JPMorgan Income Fund	Multisector Bonds	78	0.99%	—	Jun 2014	JSDSX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	28	4.58%	—	Sep 1993	JSDSX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	14	0.86%	—	Aug 2018	JSDSX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	15	3.79%	—	Oct 1999	JSDSX vs VHIAX

Often Compared With JSDSX

Investors most often compare JSDSX with SPUS, DLDFX, TSDLX. These 20 comparison targets span 11 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	10.08%	2.38B	Dec 2019	JSDSX vs SPUS
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	95	1.72%	—	Mar 2017	JSDSX vs DLDFX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	86	0.58%	—	Dec 2020	JSDSX vs TSDLX
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	97	1.06%	—	Sep 2011	JSDSX vs DBLSX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	29	-0.13%	—	Mar 1994	JSDSX vs VBISX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	JSDSX vs STBFX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	65	1.62%	—	Jun 1996	JSDSX vs DFCFX
BGHSX	BrandywineGLOBAL - High Yield Fund	High Yield Bonds	33	-0.07%	—	Dec 2014	JSDSX vs BGHSX
EWG	iShares MSCI Germany ETF	Europe Equities	10	-1.64%	1.57B	Mar 1996	JSDSX vs EWG
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	42	0.72%	—	Mar 2007	JSDSX vs PIMIX
TRRBX	T. Rowe Price Retirement 2020 Fund	Target Retirement Date	14	6.13%	—	Sep 2002	JSDSX vs TRRBX
KO	The Coca-Cola Company		74	16.41%	—	—	JSDSX vs KO
TD	The Toronto-Dominion Bank		98	28.91%	—	—	JSDSX vs TD
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	37	6.89%	—	Feb 1996	JSDSX vs MEIIX
SGOL	abrdn Physical Gold Shares ETF	Gold, Precious Metals	22	-4.70%	7.30B	Sep 2009	JSDSX vs SGOL
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	85	1.56%	—	Nov 2003	JSDSX vs SNSAX
NSTLX	Neuberger Berman Strategic Income Fund	Multisector Bonds	33	0.26%	—	Jul 2003	JSDSX vs NSTLX
PRCIX	T. Rowe Price New Income Fund	Intermediate Core Bond	30	-0.25%	—	Aug 1973	JSDSX vs PRCIX
VBITX	Vanguard Short-Term Bond Index Fund Institutional ...	Total Bond Market	31	-0.08%	—	Sep 2011	JSDSX vs VBITX
JPM	JPMorgan Chase & Co.		68	4.70%	—	—	JSDSX vs JPM

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