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 123 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 | STBCX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | STBCX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | STBCX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | STBCX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | STBCX vs TNSHX |
Best Risk-Adjusted Alternatives to STBCX
STBCX has a PortfoliosLab risk / return rank of 75. There are 73 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 | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | STBCX vs DFAIX |
Top Performing STBCX Alternatives (YTD)
STBCX is at 0.69% YTD. There are 87 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.16% | — | Apr 2011 | STBCX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.03% | — | Jul 2005 | STBCX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | STBCX vs DFAIX | |
| Holbrook Income Fund | 2.30% | — | Jul 2016 | STBCX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 2.22% | — | Sep 2015 | STBCX vs BATAX |
Lowest Volatility Alternatives to STBCX
STBCX has 1.84% 1-year volatility. There are 40 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.69% | — | 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 | 1.10% | — | 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 68 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 DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | STBCX vs DHEIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 59 | 18.33% | — | Oct 2020 | STBCX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 44 | 12.58% | — | — | STBCX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 12 | 8.27% | — | Jun 2005 | STBCX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 25 | -10.19% | — | Jul 1983 | STBCX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 20.03% | — | Jun 2001 | STBCX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 68 | 12.28% | — | Oct 1968 | STBCX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 35 | 7.85% | — | Feb 1988 | STBCX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 79 | 27.70% | — | Jun 1999 | STBCX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 66 | 7.57% | — | Aug 1960 | STBCX vs ACEIX | |
| Invesco Global Fund | Global Equities | 19 | 8.22% | — | Dec 1969 | STBCX vs OPPAX |
Often Compared With STBCX
Investors most often compare STBCX with GSSRX, SPY, DLDFX. These 11 comparison targets span 2 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 | 78 | 0.90% | — | Feb 2012 | STBCX vs GSSRX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 66 | 10.45% | 783.21B | Jan 1993 | STBCX vs SPY | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 98 | 1.58% | — | Mar 2017 | STBCX vs DLDFX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.23% | — | Sep 2011 | STBCX vs DBLSX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 94 | 1.46% | — | Dec 2020 | STBCX vs TSDLX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 38 | 0.20% | — | Mar 1994 | STBCX vs VBISX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 45 | 12.75% | — | Jul 1997 | STBCX vs VADDX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 90 | 1.91% | — | Nov 2003 | STBCX vs SNSAX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | STBCX vs STBFX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 61 | 1.09% | — | Mar 2006 | STBCX vs CMFIX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.22% | — | 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