SMRSX Alternatives & Similar Mutual Funds

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
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	SMRSX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	SMRSX vs VISTX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	SMRSX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	SMRSX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	SMRSX vs VBISX

Best Risk-Adjusted Alternatives to SMRSX

SMRSX has a PortfoliosLab risk / return rank of 87. There are 30 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
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	SMRSX vs DHEIX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	SMRSX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	SMRSX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	SMRSX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	SMRSX vs DBLSX

Top Performing SMRSX Alternatives (YTD)

SMRSX is at 0.65% YTD. There are 84 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	10.27%	—	Apr 2011	SMRSX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	SMRSX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	SMRSX vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	SMRSX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.87%	—	Sep 2015	SMRSX vs BATAX

Lowest Volatility Alternatives to SMRSX

SMRSX has 1.36% 1-year volatility. There are 14 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	SMRSX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.05%	—	Jul 2016	SMRSX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	SMRSX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	SMRSX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	SMRSX vs DHEAX

Lowest Drawdown Alternatives to SMRSX

SMRSX has a 1-year max drawdown of -0.95%. There are 18 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
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	SMRSX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	SMRSX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	SMRSX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	SMRSX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	SMRSX vs HOBEX

Other Mutual Funds from ALPS

The 8 most viewed ALPS mutual funds shown here include INDAX, RLIIX, JCRAX and span 6 categories. AUM among these funds goes as high as $3B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
INDAX	ALPS/Kotak India ESG Fund	Asia Pacific Equities	0	-14.39%	4.59M	Feb 2011	SMRSX vs INDAX
RLIIX	RiverFront Asset Allocation Growth & Income	Diversified Portfolio	72	8.23%	—	Aug 2010	SMRSX vs RLIIX
JCRAX	ALPS/CoreCommodity Management CompleteCommoditiesS...	Commodities	92	24.94%	16.45M	Jun 2010	SMRSX vs JCRAX
LPEFX	ALPS/Red Rocks Global Opportunity Fund	Global Equities	2	-6.33%	9.31M	Dec 2007	SMRSX vs LPEFX
ALIBX	ALPS/Smith Balanced Opportunity Fund	Diversified Portfolio	67	7.75%	—	Sep 2020	SMRSX vs ALIBX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	SMRSX vs SMTRX
AVPEX	ALPS/Red Rocks Global Opportunity Portfolio	Global Equities	1	-7.84%	—	Oct 2014	SMRSX vs AVPEX
SMCVX	ALPS/Smith Credit Opportunities Fund	Multisector Bonds	45	1.08%	—	Sep 2020	SMRSX vs SMCVX

Often Compared With SMRSX

Investors most often compare SMRSX with DLDFX, CMFIX, STBFX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	94	1.61%	—	Mar 2017	SMRSX vs DLDFX
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	71	0.90%	—	Mar 2006	SMRSX vs CMFIX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	SMRSX vs STBFX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	66	1.52%	—	Jun 1996	SMRSX vs DFCFX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	89	1.86%	—	Nov 2003	SMRSX vs SNSAX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	96	0.90%	—	Dec 2020	SMRSX vs TSDLX

Compare SMRSX with Any Fund or Stock

Compare SMRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

ALPS/Smith Short Duration Bond Fund (SMRSX) Alternatives