Segall Bryant & Hamill Short Term Plus Fund (SBAPX) 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 SBAPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBAPX
SBAPX charges 0.68% annually. There are 90 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 Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | SBAPX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | SBAPX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | SBAPX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | SBAPX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | SBAPX vs TNSHX |
Best Risk-Adjusted Alternatives to SBAPX
Among 131 mutual funds in the Short-Term Bond category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | SBAPX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | SBAPX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | SBAPX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | SBAPX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | SBAPX vs DBLSX |
Top Performing SBAPX Alternatives (YTD)
Among 131 mutual funds in the Short-Term Bond category with YTD return data, the top-performing alternatives shown here go as high as 6.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 6.95% | — | Apr 2011 | SBAPX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.76% | — | Jul 2005 | SBAPX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | SBAPX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | SBAPX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | SBAPX vs DHEIX |
Lowest Volatility Alternatives to SBAPX
Among 131 mutual funds in the Short-Term Bond category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | SBAPX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | SBAPX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | SBAPX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | SBAPX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.18% | — | Nov 2013 | SBAPX vs DFAIX |
Lowest Drawdown Alternatives to SBAPX
Among 131 mutual funds in the Short-Term Bond category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | SBAPX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | SBAPX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | SBAPX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | SBAPX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | SBAPX vs HOBEX |
Other Mutual Funds from Segall Bryant & Hamill
The 10 most viewed Segall Bryant & Hamill mutual funds shown here include SBSIX, WISGX, WTCOX and span 8 categories.
Often Compared With SBAPX
Investors most often compare SBAPX with WTMVX, STBFX, DFCFX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Segall Bryant & Hamill Global All Cap Fund | Global Equities | 30 | 11.78% | — | May 1988 | SBAPX vs WTMVX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | SBAPX vs STBFX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 67 | 1.62% | — | Jun 1996 | SBAPX vs DFCFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.61% | — | Mar 2017 | SBAPX vs DLDFX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 30 | -0.03% | — | Mar 1994 | SBAPX vs VBISX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 87 | 0.69% | — | Dec 2020 | SBAPX vs TSDLX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 85 | 1.56% | — | Nov 2003 | SBAPX vs SNSAX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 74 | 0.81% | — | Mar 2006 | SBAPX vs CMFIX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 97 | 1.87% | — | Sep 2015 | SBAPX vs BATAX |
Compare SBAPX with Any Fund or Stock
Compare SBAPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBAPX with funds that move differently
Segall Bryant & Hamill Short Term Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBAPX.
Explore SBAPX Diversifiers