WFBIX Alternatives & Similar Mutual Funds

iShares U.S. Aggregate Bond Index Fund (WFBIX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WFBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WFBIX

WFBIX charges 0.05% annually. There are 5 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.02%	398.10B	Feb 2010	WFBIX vs VBMPX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	WFBIX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	WFBIX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	WFBIX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	WFBIX vs QDVBX

Best Risk-Adjusted Alternatives to WFBIX

WFBIX has a PortfoliosLab risk / return rank of 14. There are 66 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.

Symbol	Name	Risk / Return Rank	AUM	Inception
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	58	19.40B	Mar 1994	WFBIX vs VCAIX
STWTX	Hartford Schroders Tax-Aware Bond Fund	56	—	Oct 2011	WFBIX vs STWTX
LSSAX	Loomis Sayles Securitized Asset Fund	48	—	Mar 2006	WFBIX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	42	—	Aug 1995	WFBIX vs PCGTX
MCDWX	Manning & Napier Credit Series	39	—	Apr 2020	WFBIX vs MCDWX

Top Performing WFBIX Alternatives (YTD)

WFBIX is at -0.91% YTD. There are 65 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	1.44%	—	Aug 1995	WFBIX vs PCGTX
DFXIX	DFA Diversified Fixed Income Portfolio	0.44%	—	Aug 2016	WFBIX vs DFXIX
LSSAX	Loomis Sayles Securitized Asset Fund	0.42%	—	Mar 2006	WFBIX vs LSSAX
MCDWX	Manning & Napier Credit Series	0.35%	—	Apr 2020	WFBIX vs MCDWX
FEDUX	Fidelity Education Income Fund	0.04%	—	Mar 2021	WFBIX vs FEDUX

Lowest Volatility Alternatives to WFBIX

WFBIX has 3.83% 1-year volatility. There are 48 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.

Symbol	Name	Volatility 1Y	AUM	Inception
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	2.36%	19.40B	Mar 1994	WFBIX vs VCAIX
FEDUX	Fidelity Education Income Fund	2.44%	—	Mar 2021	WFBIX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.48%	—	Sep 2000	WFBIX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.49%	—	Sep 2000	WFBIX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.62%	—	Aug 2016	WFBIX vs DFXIX

Lowest Drawdown Alternatives to WFBIX

WFBIX has a 1-year max drawdown of -3.02%. There are 58 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	WFBIX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	WFBIX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	WFBIX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.08%	—	Sep 2000	WFBIX vs BIMIX
FTHRX	Fidelity Intermediate Bond Fund	-2.11%	—	May 1975	WFBIX vs FTHRX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	11.70%	—	Sep 2021	WFBIX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	59	10.11%	—	Jul 1993	WFBIX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	98	12.92%	—	Dec 2012	WFBIX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	67	11.31%	—	May 2011	WFBIX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	66	8.31%	—	Aug 2005	WFBIX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	28	23.72%	—	May 2000	WFBIX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	12.73%	—	Dec 2012	WFBIX vs BDMAX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	88	16.37%	—	Nov 1988	WFBIX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	52	0.93%	—	Feb 2008	WFBIX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	63	1.22%	—	Jan 2001	WFBIX vs BRHYX

Often Compared With WFBIX

Investors most often compare WFBIX with BND, PIMIX, VBTLX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BND	Vanguard Total Bond Market ETF	Total Bond Market	24	-0.30%	398.10B	Apr 2007	WFBIX vs BND
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	33	-0.05%	—	Mar 2007	WFBIX vs PIMIX
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	13	-0.91%	398.10B	Nov 2001	WFBIX vs VBTLX
VFTAX	Vanguard FTSE Social Index Fund Admiral Shares	Large Cap Blend Equities, ESG	38	9.26%	27.60B	Feb 2019	WFBIX vs VFTAX
FBND	Fidelity Total Bond ETF	Intermediate Core-Plus Bond	26	-0.08%	26.62B	Oct 2014	WFBIX vs FBND
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	24	-0.33%	137.11B	Sep 2003	WFBIX vs AGG
MFHQX	BlackRock Total Return Fund	Intermediate Core-Plus Bond	10	-1.24%	—	Dec 2001	WFBIX vs MFHQX
PONAX	PIMCO Income Fund Class A	Multisector Bonds	30	-0.25%	—	Apr 2007	WFBIX vs PONAX
VTINX	Vanguard Target Retirement Income Fund	Target Retirement Date, Diversified Portfolio	62	3.59%	36.00B	Oct 2003	WFBIX vs VTINX
AGGU.L	iShares Core Global Aggregate Bond UCITS ETF	Global Bonds	25	0.17%	4.06B	Nov 2017	WFBIX vs AGGU.L
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	WFBIX vs SPY
AVIGX	Avantis Core Fixed Income Fund	Intermediate Core Bond	13	-1.19%	—	Feb 2021	WFBIX vs AVIGX
BCRIX	BlackRock Advantage CoreAlpha Bond Fund	Intermediate Core Bond	11	-1.30%	—	Feb 2011	WFBIX vs BCRIX
PNIIX	Principal Bond Market Index Fund	Intermediate Core Bond	19	-0.35%	—	Dec 2009	WFBIX vs PNIIX
BFFAX	American Funds The Bond Fund of America Class F-3	Intermediate Core Bond	13	-1.17%	—	May 1974	WFBIX vs BFFAX
TRLVX	SEI Institutional Managed Trust Core Fixed Income ...	Intermediate Core Bond	10	-1.32%	—	May 1987	WFBIX vs TRLVX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	12	-1.23%	—	Aug 2008	WFBIX vs ABNFX
MPBFX	BNY Mellon Bond Fund	Intermediate Core Bond	10	-1.39%	—	Oct 2000	WFBIX vs MPBFX
APBDX	Cavanal Hill Bond Fund	Intermediate Core Bond	12	-1.16%	—	Sep 1990	WFBIX vs APBDX
JIBEX	Johnson Institutional Intermediate Bond Fund	Intermediate Core Bond	20	-0.59%	—	Aug 2000	WFBIX vs JIBEX

Compare WFBIX with Any Fund or Stock

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

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Diversifiers

Pair WFBIX with funds that move differently

iShares U.S. Aggregate Bond Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WFBIX.

Explore WFBIX Diversifiers

iShares U.S. Aggregate Bond Index Fund (WFBIX) Alternatives