ALPS/Smith Short Duration Bond Fund (SMRSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SMRSX
SMRSX charges 0.93% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among SMRSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | SMRSX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | SMRSX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | SMRSX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | SMRSX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | SMRSX vs VBISX |
Best Risk-Adjusted Alternatives to SMRSX
Among mutual funds in the Short-Term 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 | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | SMRSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | SMRSX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | SMRSX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | SMRSX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | SMRSX vs DBLSX |
Top Performing SMRSX Alternatives (YTD)
SMRSX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | SMRSX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | SMRSX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | SMRSX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | SMRSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | SMRSX vs DHEIX |
Lowest Volatility Alternatives to SMRSX
SMRSX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | SMRSX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | SMRSX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | SMRSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | SMRSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | SMRSX vs DHEAX |
Lowest Drawdown Alternatives to SMRSX
SMRSX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | SMRSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | SMRSX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | SMRSX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | SMRSX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | SMRSX vs STBFX |
Other Mutual Funds from ALPS
Most popular ALPS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ALPS/Kotak India ESG Fund | Asia Pacific Equities | 1 | -17.72% | Feb 13, 2011 | SMRSX vs INDAX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 95 | 20.00% | Jun 28, 2010 | SMRSX vs JCRAX | |
| RiverFront Asset Allocation Growth & Income | Diversified Portfolio | 71 | -1.75% | Aug 1, 2010 | SMRSX vs RLIIX | |
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | 1 | -17.57% | Dec 30, 2007 | SMRSX vs LPEFX | |
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | 60 | -2.50% | Sep 14, 2020 | SMRSX vs ALIBX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | 45 | -0.57% | Jun 29, 2018 | SMRSX vs SMTRX | |
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | 1 | -17.85% | Oct 23, 2014 | SMRSX vs AVPEX | |
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | 48 | -1.22% | Sep 14, 2020 | SMRSX vs SMCVX |
Compare SMRSX with Any Fund or Stock
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