Metropolitan West Ultra Short Bond Fund (MWUSX) Alternatives
Metropolitan West Ultra Short Bond Fund (MWUSX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MWUSX. 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 MWUSX
MWUSX charges 0.50% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among MWUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | MWUSX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | MWUSX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | Jul 8, 2018 | MWUSX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | MWUSX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | MWUSX vs DFYGX |
Best Risk-Adjusted Alternatives to MWUSX
Among mutual funds in the Ultrashort 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 | |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | Mar 21, 2019 | MWUSX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | MWUSX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | MWUSX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | MWUSX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | MWUSX vs BUBIX |
Top Performing MWUSX Alternatives (YTD)
MWUSX alternatives from the Ultrashort Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DFA Two-Year Government Portfolio | 0.88% | Jun 6, 1996 | MWUSX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | MWUSX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | MWUSX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | MWUSX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | MWUSX vs NUSFX |
Lowest Volatility Alternatives to MWUSX
MWUSX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.55% | Mar 30, 2017 | MWUSX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | MWUSX vs NUSIX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | MWUSX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | MWUSX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | MWUSX vs BUBIX |
Lowest Drawdown Alternatives to MWUSX
MWUSX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | Dec 2, 2013 | MWUSX vs UGSDX | |
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | MWUSX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | MWUSX vs NUSIX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | Apr 28, 2016 | MWUSX vs MUIIX | |
| Baird Ultra Short Bond Fund | -0.10% | Dec 31, 2013 | MWUSX vs BUBSX |
Other Mutual Funds from Metropolitan West Funds
Most popular Metropolitan West Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Fund Class I | Total Bond Market | 45 | -0.48% | — | MWUSX vs MWTIX | |
| Metropolitan West Total Return Bond Fund | Intermediate Core-Plus Bond | 40 | -0.52% | Mar 31, 1997 | MWUSX vs MWTRX | |
| Metropolitan West Unconstrained Bond Fund | Nontraditional Bonds | 93 | -0.29% | Sep 29, 2011 | MWUSX vs MWCIX | |
| Metropolitan West Low Duration Bond Fund | Short-Term Bond | 92 | -0.22% | Mar 31, 1997 | MWUSX vs MWLDX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 80 | -0.85% | Jun 29, 2018 | MWUSX vs MWIGX | |
| Metropolitan West High Yield Bond Fund | High Yield Bonds | 74 | -1.19% | Sep 30, 2002 | MWUSX vs MWHYX | |
| Metropolitan West Strategic Income Fund | Nontraditional Bonds | 92 | -0.11% | Jun 29, 2003 | MWUSX vs MWSTX | |
| MetWest ESG Securitized Fund | Intermediate Core-Plus Bond | 64 | -0.10% | Sep 29, 2021 | MWUSX vs MWESX |
Compare MWUSX with Any Fund or Stock
Compare MWUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.