PIMCO Low Duration ESG Fund (PLDIX) 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 PLDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLDIX
PLDIX charges 0.50% annually. There are 53 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 | PLDIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | PLDIX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | PLDIX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | PLDIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | PLDIX vs TNSHX |
Best Risk-Adjusted Alternatives to PLDIX
PLDIX has a PortfoliosLab risk / return rank of 36. There are 111 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 | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | PLDIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | PLDIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | PLDIX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | PLDIX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 97 | — | Sep 2015 | PLDIX vs BATAX |
Top Performing PLDIX Alternatives (YTD)
PLDIX is at 0.02% YTD. There are 112 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.20% | — | Apr 2011 | PLDIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.01% | — | Jul 2005 | PLDIX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | PLDIX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | PLDIX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | PLDIX vs DHEIX |
Lowest Volatility Alternatives to PLDIX
PLDIX has 2.13% 1-year volatility. There are 83 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 | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.80% | — | Apr 2018 | PLDIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | PLDIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | PLDIX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | PLDIX vs DFEQX | |
| DoubleLine Low Duration Bond Fund Class N | 1.19% | — | Sep 2011 | PLDIX vs DLSNX |
Lowest Drawdown Alternatives to PLDIX
PLDIX has a 1-year max drawdown of -1.51%. There are 87 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 | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | PLDIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | PLDIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | PLDIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | PLDIX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | PLDIX vs HOBEX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 42 | 0.72% | — | Mar 2007 | PLDIX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -3.45% | — | Dec 2002 | PLDIX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 38 | 0.55% | — | Apr 2007 | PLDIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 26 | 0.30% | — | May 1987 | PLDIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.70% | — | Dec 2001 | PLDIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 41 | 0.68% | — | — | PLDIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 39 | 8.53% | — | Aug 2007 | PLDIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 7 | -3.70% | — | Oct 2004 | PLDIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 10 | 0.43% | — | Dec 1992 | PLDIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 40 | 13.28% | — | Oct 2003 | PLDIX vs PISIX |
Often Compared With PLDIX
Investors most often compare PLDIX with CRBN, DLDFX, VBISX. These 10 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares MSCI ACWI Low Carbon Target ETF | Large Cap Growth Equities | 55 | 8.70% | 1.14B | Dec 2014 | PLDIX vs CRBN | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.72% | — | Mar 2017 | PLDIX vs DLDFX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 29 | -0.13% | — | Mar 1994 | PLDIX vs VBISX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 72 | 18.92% | — | Jun 2015 | PLDIX vs PMJIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 28 | 15.90% | — | Jun 2002 | PLDIX vs PCRIX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 65 | 1.62% | — | Jun 1996 | PLDIX vs DFCFX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 97 | 1.06% | — | Sep 2011 | PLDIX vs DBLSX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | PLDIX vs STBFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 86 | 0.58% | — | Dec 2020 | PLDIX vs TSDLX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 85 | 1.56% | — | Nov 2003 | PLDIX vs SNSAX |
Compare PLDIX with Any Fund or Stock
Compare PLDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLDIX with funds that move differently
PIMCO Low Duration ESG Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLDIX.
Explore PLDIX Diversifiers