JPMorgan Short Duration Bond Fund Class R6 (JSDUX) 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 JSDUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JSDUX
JSDUX charges 0.28% annually. There are 16 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 | JSDUX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | JSDUX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | JSDUX vs FUMBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | JSDUX vs VBIRX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.06% | 51.90B | Nov 2010 | JSDUX vs VSCSX |
Best Risk-Adjusted Alternatives to JSDUX
JSDUX has a PortfoliosLab risk / return rank of 78. There are 77 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 | JSDUX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | JSDUX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | JSDUX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | JSDUX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | JSDUX vs DLDFX |
Top Performing JSDUX Alternatives (YTD)
JSDUX is at 0.45% YTD. There are 102 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | JSDUX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | JSDUX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.50% | — | Jul 2016 | JSDUX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | JSDUX vs DFAIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | 2.33% | — | Nov 2003 | JSDUX vs SNSAX |
Lowest Volatility Alternatives to JSDUX
JSDUX has 1.51% 1-year volatility. There are 23 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 | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.72% | — | Jun 1996 | JSDUX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | JSDUX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | JSDUX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | JSDUX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | JSDUX vs DHEAX |
Lowest Drawdown Alternatives to JSDUX
JSDUX has a 1-year max drawdown of -1.09%. There are 31 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 | JSDUX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | JSDUX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | JSDUX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | JSDUX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | JSDUX vs DHEIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With JSDUX
Investors most often compare JSDUX with TNSHX, VBISX, HOBEX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 85 | 0.63% | — | Aug 2015 | JSDUX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 53 | 0.10% | — | Mar 1994 | JSDUX vs VBISX | |
| Holbrook Income Fund | Short-Term Bond | 98 | 1.98% | — | Jul 2016 | JSDUX vs HOBEX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.45% | — | Sep 2011 | JSDUX vs DBLSX | |
| Schwab Short-Term Bond Index Fund | Short-Term Bond, Government Bonds | 57 | 0.16% | — | Feb 2017 | JSDUX vs SWSBX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.32% | — | Sep 2011 | JSDUX vs DLSNX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.11% | — | Sep 2015 | JSDUX vs BATAX |
Compare JSDUX with Any Fund or Stock
Compare JSDUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JSDUX with funds that move differently
JPMorgan Short Duration Bond Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSDUX.
Explore JSDUX Diversifiers