Wilmington Broad Market Bond Fund (WIBMX) 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 WIBMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WIBMX
WIBMX charges 0.57% annually. There are 71 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | WIBMX vs VBMPX | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | WIBMX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | WIBMX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | WIBMX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | WIBMX vs QDVBX |
Best Risk-Adjusted Alternatives to WIBMX
WIBMX has a PortfoliosLab risk / return rank of 12. There are 79 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 | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | WIBMX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | WIBMX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | WIBMX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 42 | — | Aug 1995 | WIBMX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | WIBMX vs MCDWX |
Top Performing WIBMX Alternatives (YTD)
WIBMX is at -1.20% YTD. There are 83 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.44% | — | Aug 1995 | WIBMX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | WIBMX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | WIBMX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | WIBMX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | WIBMX vs FEDUX |
Lowest Volatility Alternatives to WIBMX
WIBMX has 3.94% 1-year volatility. There are 70 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 | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | WIBMX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | WIBMX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.48% | — | Sep 2000 | WIBMX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | WIBMX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | WIBMX vs DFXIX |
Lowest Drawdown Alternatives to WIBMX
WIBMX has a 1-year max drawdown of -3.07%. There are 71 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 | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | WIBMX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | WIBMX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | WIBMX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | WIBMX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | WIBMX vs FTHRX |
Other Mutual Funds from Wilmington Funds
The 4 most viewed Wilmington Funds mutual funds shown here include WMRIX, WRAIX, WTAIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilmington Real Asset Fund | Global Allocation | 92 | 16.46% | — | Jun 2003 | WIBMX vs WMRIX | |
| Wilmington Global Alpha Equities Fund | Long-Short | 35 | 4.38% | — | Jan 2012 | WIBMX vs WRAIX | |
| Wilmington Municipal Bond Fund | Municipal Bonds | 45 | -0.51% | — | Nov 1993 | WIBMX vs WTAIX | |
| Wilmington Large-Cap Strategy Fund | Large Cap Blend Equities | 52 | 9.78% | — | Jul 2003 | WIBMX vs WMLIX |
Often Compared With WIBMX
Investors most often compare WIBMX with VBTLX, DUTMX, WFBIX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WIBMX with Any Fund or Stock
Compare WIBMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WIBMX with funds that move differently
Wilmington Broad Market Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WIBMX.
Explore WIBMX Diversifiers