Virtus Emerging Markets Opportunities Fund (AOTIX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AOTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AOTIX
AOTIX charges 0.94% annually. There are 47 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | AOTIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | AOTIX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | AOTIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | AOTIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | AOTIX vs EMPTX |
Best Risk-Adjusted Alternatives to AOTIX
AOTIX has a PortfoliosLab risk / return rank of 93. There are 27 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | AOTIX vs FQEMX | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | AOTIX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 98 | — | Jan 2018 | AOTIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | AOTIX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 97 | — | Jan 2019 | AOTIX vs LVAZX |
Top Performing AOTIX Alternatives (YTD)
AOTIX is at 33.86% YTD. There are 30 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 112.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 112.88% | — | Jun 1996 | AOTIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 90.39% | — | Nov 2021 | AOTIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 67.99% | — | Jan 2018 | AOTIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 57.96% | — | Oct 2021 | AOTIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 49.96% | — | Jan 1994 | AOTIX vs GTDDX |
Lowest Volatility Alternatives to AOTIX
AOTIX has 17.44% 1-year volatility. There are 75 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.37% | — | Dec 2020 | AOTIX vs BADEX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.03% | — | Dec 2013 | AOTIX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.32% | — | Dec 2016 | AOTIX vs GQGPX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 11.53% | — | Oct 2011 | AOTIX vs ESCIX | |
| Parametric Emerging Markets Fund | 11.57% | — | Jun 2006 | AOTIX vs EAEMX |
Lowest Drawdown Alternatives to AOTIX
AOTIX has a 1-year max drawdown of -13.70%. There are 119 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | AOTIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | AOTIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | AOTIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | AOTIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | AOTIX vs GQGPX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, AZNIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 66 | 31.26% | — | Dec 1995 | AOTIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 93 | 21.91% | — | Apr 1993 | AOTIX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 75 | 10.43% | — | Feb 2007 | AOTIX vs AZNIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 22 | 15.08% | — | Nov 1979 | AOTIX vs DRMCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 59 | 18.19% | — | Jul 2013 | AOTIX vs AZBIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 48 | 13.05% | — | May 2000 | AOTIX vs ANVIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 79 | 15.15% | — | Dec 1997 | AOTIX vs ALOIX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 26 | 7.05% | — | Feb 1984 | AOTIX vs PGWCX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 83 | 1.68% | — | Oct 2011 | AOTIX vs ASHIX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 79 | 25.54% | — | Dec 2012 | AOTIX vs AZMIX |
Often Compared With AOTIX
Investors most often compare AOTIX with EITEX, GLLSX, TEQLX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Parametric Tax-Managed Emerging Markets Fund | Emerging Markets Diversified | 78 | 13.22% | — | Jun 1998 | AOTIX vs EITEX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 96 | 46.58% | — | Aug 2000 | AOTIX vs GLLSX | |
| TIAA-CREF Emerging Markets Equity Index Fund | Emerging Markets Diversified | 90 | 30.13% | — | Aug 2010 | AOTIX vs TEQLX |
Compare AOTIX with Any Fund or Stock
Compare AOTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AOTIX with funds that move differently
Virtus Emerging Markets Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AOTIX.
Explore AOTIX Diversifiers