Wasatch-Hoisington U.S. Treasury Fund (WHOSX) Alternatives
Wasatch-Hoisington U.S. Treasury Fund (WHOSX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WHOSX. 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 WHOSX
WHOSX charges 0.67% annually. Among mutual funds in the Government Bonds category, these options have the lowest expense ratios among WHOSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | Mar 16, 2009 | WHOSX vs GUSTX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | Oct 8, 2015 | WHOSX vs FBLTX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | Mar 1, 2016 | WHOSX vs FUTBX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | WHOSX vs FUAMX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | Dec 20, 2005 | WHOSX vs FNBGX |
Best Risk-Adjusted Alternatives to WHOSX
Among mutual funds in the Government Bonds 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 | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | 100 | Mar 16, 2009 | WHOSX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | 99 | Dec 2, 1985 | WHOSX vs FEUGX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 97 | Aug 23, 2010 | WHOSX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 97 | Dec 28, 2009 | WHOSX vs VSBSX | |
| Integrity Short Term Government Fund | 96 | Jun 29, 2011 | WHOSX vs MDSIX |
Top Performing WHOSX Alternatives (YTD)
WHOSX alternatives from the Government Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 0.90% | Dec 2, 1985 | WHOSX vs FEUGX | |
| DFA Short-Term Government Portfolio | 0.87% | May 31, 1987 | WHOSX vs DFFGX | |
| T. Rowe Price GNMA Fund | 0.62% | Nov 25, 1985 | WHOSX vs PRGMX | |
| GMO U.S. Treasury Fund | 0.51% | Mar 16, 2009 | WHOSX vs GUSTX | |
| Thornburg Limited Term U.S. Government Fund | 0.37% | Nov 15, 1987 | WHOSX vs LTUSX |
Lowest Volatility Alternatives to WHOSX
WHOSX alternatives from the Government Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | 1.27% | Mar 16, 2009 | WHOSX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.42% | Aug 23, 2010 | WHOSX vs VSBIX | |
| DFA Short-Term Government Portfolio | 1.43% | May 31, 1987 | WHOSX vs DFFGX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.44% | Dec 28, 2009 | WHOSX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.56% | Dec 2, 1985 | WHOSX vs FEUGX |
Lowest Drawdown Alternatives to WHOSX
WHOSX alternatives from the Government Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | Mar 16, 2009 | WHOSX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | -0.53% | Dec 2, 1985 | WHOSX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | Nov 30, 1994 | WHOSX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | Aug 23, 2010 | WHOSX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | -0.84% | Dec 28, 2009 | WHOSX vs VSBSX |
Other Mutual Funds from Wasatch
Most popular Wasatch mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 2 | -8.56% | Dec 8, 1986 | WHOSX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 0 | -20.19% | Apr 25, 2011 | WHOSX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 5 | -12.13% | Aug 17, 1992 | WHOSX vs WAMCX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 39 | -6.11% | Jun 19, 1995 | WHOSX vs WMICX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 3 | -10.54% | Dec 8, 1986 | WHOSX vs WAAEX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 34 | -4.87% | Jul 28, 2003 | WHOSX vs WAMVX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 8 | -8.40% | Dec 12, 2012 | WHOSX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 10 | -1.67% | Dec 17, 1997 | WHOSX vs WMCVX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 67 | 2.94% | Sep 30, 2007 | WHOSX vs WAEMX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | WHOSX vs FMIEX |
Often Compared With WHOSX
What investors most often compare with WHOSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares TIPS Bond ETF | Inflation-Protected Bonds | 40 | 0.41% | Dec 4, 2003 | WHOSX vs TIP | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | WHOSX vs OLGAX | |
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.86% | May 26, 2020 | WHOSX vs SGOV | |
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | WHOSX vs SWPPX | |
| Fidelity Short-Term Treasury Bond Index Fund | Government Bonds | 88 | -0.20% | Dec 20, 2005 | WHOSX vs FUMBX |
Compare WHOSX with Any Fund or Stock
Compare WHOSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.