Invesco Short Term Bond Fund (STBCX) 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 STBCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STBCX
STBCX charges 0.97% annually. There are 128 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 | STBCX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | STBCX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | STBCX vs FUMBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | STBCX vs VBIRX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | STBCX vs SWSBX |
Best Risk-Adjusted Alternatives to STBCX
STBCX has a PortfoliosLab risk / return rank of 79. There are 72 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 | STBCX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | STBCX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | STBCX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | STBCX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | STBCX vs DLDFX |
Top Performing STBCX Alternatives (YTD)
STBCX is at 0.56% YTD. There are 98 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | STBCX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | STBCX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.50% | — | Jul 2016 | STBCX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | STBCX vs DFAIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | 2.33% | — | Nov 2003 | STBCX vs SNSAX |
Lowest Volatility Alternatives to STBCX
STBCX has 1.85% 1-year volatility. There are 43 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.72% | — | Jun 1996 | STBCX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | STBCX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | STBCX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | STBCX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | STBCX vs DHEAX |
Lowest Drawdown Alternatives to STBCX
STBCX has a 1-year max drawdown of -1.35%. There are 70 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 | STBCX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | STBCX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | STBCX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | STBCX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | STBCX vs DHEAX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 38 | 11.50% | — | Oct 2020 | STBCX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | Jul 1997 | STBCX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | STBCX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | STBCX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | STBCX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | STBCX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | STBCX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | STBCX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | STBCX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | STBCX vs VADDX |
Often Compared With STBCX
Investors most often compare STBCX with GSSRX, SPY, TNSHX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Short Duration Bond Fund | Short-Term Bond | 83 | 0.69% | — | Feb 2012 | STBCX vs GSSRX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 67 | 10.13% | 789.06B | Jan 1993 | STBCX vs SPY | |
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 85 | 0.63% | — | Aug 2015 | STBCX vs TNSHX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.45% | — | Sep 2011 | STBCX vs DBLSX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 94 | 1.35% | — | Dec 2020 | STBCX vs TSDLX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 53 | 0.10% | — | Mar 1994 | STBCX vs VBISX | |
| Invesco Global Fund | Global Equities | 14 | 1.82% | — | Dec 1969 | STBCX vs OPPAX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | STBCX vs STBFX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 66 | 1.80% | — | Mar 2006 | STBCX vs CMFIX | |
| Holbrook Income Fund | Short-Term Bond | 98 | 1.98% | — | Jul 2016 | STBCX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.11% | — | Sep 2015 | STBCX vs BATAX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.32% | — | Sep 2011 | STBCX vs DLSNX |
Compare STBCX with Any Fund or Stock
Compare STBCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STBCX with funds that move differently
Invesco Short Term Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STBCX.
Explore STBCX Diversifiers