JPMorgan Short Duration Core Plus Fund (JSDSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JSDSX
JSDSX charges 0.60% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among JSDSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | JSDSX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | JSDSX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | JSDSX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | JSDSX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | JSDSX vs VBISX |
Best Risk-Adjusted Alternatives to JSDSX
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 | JSDSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | JSDSX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | JSDSX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | JSDSX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | JSDSX vs DBLSX |
Top Performing JSDSX Alternatives (YTD)
JSDSX 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 | JSDSX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | JSDSX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | JSDSX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | JSDSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | JSDSX vs DHEIX |
Lowest Volatility Alternatives to JSDSX
JSDSX 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 | JSDSX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | JSDSX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | JSDSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | JSDSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | JSDSX vs DHEAX |
Lowest Drawdown Alternatives to JSDSX
JSDSX 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 | JSDSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | JSDSX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | JSDSX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | JSDSX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | JSDSX vs STBFX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | JSDSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JSDSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JSDSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JSDSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JSDSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JSDSX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JSDSX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JSDSX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JSDSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JSDSX vs VHIAX |
Often Compared With JSDSX
What investors most often compare with JSDSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SP Funds S&P 500 Sharia Industry Exclusions ETF | S&P 500 | 76 | -5.55% | Dec 18, 2019 | JSDSX vs SPUS |
Compare JSDSX with Any Fund or Stock
Compare JSDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.