ALPS/Smith Short Duration Bond Fund (SMRSX) 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 SMRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMRSX
SMRSX charges 0.93% annually. There are 119 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 | SMRSX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | SMRSX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | SMRSX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | SMRSX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | SMRSX vs TNSHX |
Best Risk-Adjusted Alternatives to SMRSX
SMRSX has a PortfoliosLab risk / return rank of 90. There are 35 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 | SMRSX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | SMRSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | SMRSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | SMRSX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | SMRSX vs DLDFX |
Top Performing SMRSX Alternatives (YTD)
SMRSX is at 0.77% YTD. There are 77 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.88% | — | Apr 2011 | SMRSX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | SMRSX vs LCCMX | |
| Holbrook Income Fund | 2.30% | — | Jul 2016 | SMRSX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 2.22% | — | Sep 2015 | SMRSX vs BATAX | |
| DFA Short-Duration Real Return Portfolio | 2.19% | — | Nov 2013 | SMRSX vs DFAIX |
Lowest Volatility Alternatives to SMRSX
SMRSX has 1.39% 1-year volatility. There are 13 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.70% | — | Jun 1996 | SMRSX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | SMRSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.08% | — | Jul 2016 | SMRSX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.11% | — | Mar 2009 | SMRSX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | SMRSX vs DHEAX |
Lowest Drawdown Alternatives to SMRSX
SMRSX has a 1-year max drawdown of -0.95%. There are 19 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 | SMRSX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | SMRSX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | SMRSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | SMRSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | SMRSX vs DHEAX |
Other Mutual Funds from ALPS
The 8 most viewed ALPS mutual funds shown here include INDAX, RLIIX, JCRAX and span 7 categories. AUM among these funds goes as high as $3B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ALPS/Kotak India ESG Fund | India Equities, Asia Pacific Equities | 1 | -11.75% | 4.59M | Feb 2011 | SMRSX vs INDAX | |
| RiverFront Asset Allocation Growth & Income | Diversified Portfolio | 73 | 7.95% | — | Aug 2010 | SMRSX vs RLIIX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 73 | 17.28% | 16.45M | Jun 2010 | SMRSX vs JCRAX | |
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | 1 | -7.38% | 9.31M | Dec 2007 | SMRSX vs LPEFX | |
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | 77 | 8.92% | — | Sep 2020 | SMRSX vs ALIBX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | SMRSX vs SMTRX | |
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | 1 | -8.64% | — | Oct 2014 | SMRSX vs AVPEX | |
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | 43 | 1.06% | — | Sep 2020 | SMRSX vs SMCVX |
Often Compared With SMRSX
Investors most often compare SMRSX with DBLSX, CMFIX, SNSAX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.34% | — | Sep 2011 | SMRSX vs DBLSX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 65 | 1.09% | — | Mar 2006 | SMRSX vs CMFIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 92 | 2.02% | — | Nov 2003 | SMRSX vs SNSAX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 41 | 0.20% | — | Mar 1994 | SMRSX vs VBISX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 95 | 1.46% | — | Dec 2020 | SMRSX vs TSDLX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | SMRSX vs STBFX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.22% | — | Sep 2011 | SMRSX vs DLSNX |
Compare SMRSX with Any Fund or Stock
Compare SMRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMRSX with funds that move differently
ALPS/Smith Short Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMRSX.
Explore SMRSX Diversifiers