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BUBSX Baird Ultra Short Bond Investor

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Fund BUBSX Baird Ultra Short Bond Investor VUBFX Vanguard Ultra-Short-Term Bond Investor FLOT iShares Floating Rate Bond  
100% 88% 86%
Annual Fees
(0.40% Exp. Ratio)
(0.20% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$13,617.45 $14,462.12 $14,462.12
Est. savings over 30 yrs +$844.67 +$844.67
As of 9/30/16
1 YR RETURN 0.99%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.01%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.29%
3 YR 0.60%
5 YR 1.27%
10 YR --
The investment seeks current income consistent with preservation of capital. The fund normally invests at least 80% of its net assets in bonds, including the following types of U.S. dollar‑denominated debt obligations that are fixed, variable or floating rate instruments: U.S. government and other public‑sector entities; asset‑backed and mortgage‑backed obligations of U.S. and foreign issuers; Corporate debt of U.S. and foreign issuers; money market instruments. It invests primarily in investment‑grade debt obligations, rated at the time of purchase by at least one major rating agency, but may invest up to 10% of its net assets in high yield bonds.
The investment seeks to provide current income while maintaining limited price volatility. The fund invests in a diversified portfolio of high-quality and, to a lesser extent, medium-quality fixed income securities. It will invest at least 80% of its assets in fixed income securities. The fund may invest no more than 30% of its assets in medium-quality fixed income securities. It is expected to maintain a dollar-weighted average maturity of 0 to 2 years.
The investment seeks to track the investment results of the Barclays US Floating Rate Note < 5 Years Index (the "underlying index"), which measures the performance of U.S. dollar-denominated, investment-grade floating rate notes. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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