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 a closer substitute for your current allocation.
Cheapest Alternatives to WHOSX
WHOSX charges 0.67% annually. There are 70 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | WHOSX vs GUSTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | WHOSX vs FUMBX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | Dec 2005 | WHOSX vs FUAMX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | — | Oct 2015 | WHOSX vs FBLTX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | — | Mar 2016 | WHOSX vs FUTBX |
Best Risk-Adjusted Alternatives to WHOSX
WHOSX has a PortfoliosLab risk / return rank of 8. There are 93 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | WHOSX vs FEUGX | |
| DFA Short-Term Government Portfolio | 99 | 1.81B | May 1987 | WHOSX vs DFFGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | WHOSX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 93 | — | Aug 2010 | WHOSX vs VSBIX | |
| Integrity Short Term Government Fund | 92 | — | Jun 2011 | WHOSX vs MDSIX |
Top Performing WHOSX Alternatives (YTD)
WHOSX is at -0.68% YTD. There are 83 mutual funds in the Government Bonds category with higher YTD returns, going as high as 2.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Integrity Short Term Government Fund | 2.32% | — | Jun 2011 | WHOSX vs MDSIX | |
| Federated Hermes Adjustable Rate Fund | 2.16% | — | Dec 1985 | WHOSX vs FEUGX | |
| DFA Short-Term Government Portfolio | 1.68% | 1.81B | May 1987 | WHOSX vs DFFGX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.61% | 6.60B | Feb 2015 | WHOSX vs VGIVX | |
| GMO U.S. Treasury Fund | 1.59% | — | Mar 2009 | WHOSX vs GUSTX |
Lowest Volatility Alternatives to WHOSX
WHOSX has 10.39% 1-year volatility. There are 94 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 0.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 0.80% | 1.81B | May 1987 | WHOSX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.27% | — | Mar 2009 | WHOSX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.31% | — | Aug 2010 | WHOSX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.32% | 33.90B | Dec 2009 | WHOSX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.36% | — | Dec 1985 | WHOSX vs FEUGX |
Lowest Drawdown Alternatives to WHOSX
WHOSX has a 1-year max drawdown of -7.80%. There are 94 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | WHOSX vs GUSTX | |
| DFA Short-Term Government Portfolio | -0.30% | 1.81B | May 1987 | WHOSX vs DFFGX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | WHOSX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | WHOSX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | WHOSX vs VSBIX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WMICX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 3 | 5.39% | — | Dec 1986 | WHOSX vs WGROX | |
| Wasatch Emerging India Fund | India Equities, Asia Pacific Equities | 1 | -0.48% | — | Apr 2011 | WHOSX vs WAINX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 48 | 15.69% | — | Jun 1995 | WHOSX vs WMICX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 23 | 12.61% | — | Aug 1992 | WHOSX vs WAMCX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 93 | 13.67% | — | Sep 1996 | WHOSX vs FMIEX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 48 | 17.52% | — | Jul 2003 | WHOSX vs WAMVX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 3 | 3.26% | — | Dec 1986 | WHOSX vs WAAEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 38 | 18.24% | — | Sep 2007 | WHOSX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 10 | 6.86% | — | Dec 2012 | WHOSX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 13 | 12.17% | — | Dec 1997 | WHOSX vs WMCVX |
Often Compared With WHOSX
Investors most often compare WHOSX with TIP, SGOV, OLGAX. These 17 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare WHOSX with Any Fund or Stock
Compare WHOSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WHOSX with funds that move differently
Wasatch-Hoisington U.S. Treasury Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WHOSX.
Explore WHOSX Diversifiers