Avantis Emerging Markets Equity Fund (AVEEX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AVEEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVEEX
AVEEX charges 0.33% annually. There are 16 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | AVEEX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | AVEEX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | AVEEX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | AVEEX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | AVEEX vs FPADX |
Best Risk-Adjusted Alternatives to AVEEX
AVEEX has a PortfoliosLab risk / return rank of 57. There are 140 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 96 | — | Jul 1994 | AVEEX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | AVEEX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 96 | — | Oct 2011 | AVEEX vs ESCIX | |
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | AVEEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 94 | — | Jun 1996 | AVEEX vs DEMAX |
Top Performing AVEEX Alternatives (YTD)
AVEEX is at 16.32% YTD. There are 146 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 79.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 79.82% | — | Jun 1996 | AVEEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 79.56% | — | Jun 1996 | AVEEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 78.77% | — | Jun 1996 | AVEEX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 57.68% | — | Nov 2021 | AVEEX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 41.38% | — | Oct 2021 | AVEEX vs GMAQX |
Lowest Volatility Alternatives to AVEEX
AVEEX has 20.15% 1-year volatility. There are 75 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.90% | — | Dec 2016 | AVEEX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.04% | — | Oct 2011 | AVEEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | AVEEX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | AVEEX vs GQGIX | |
| The Cook & Bynum Fund | 11.73% | — | Jun 2009 | AVEEX vs COBYX |
Lowest Drawdown Alternatives to AVEEX
AVEEX has a 1-year max drawdown of -13.24%. There are 73 mutual funds in the Emerging Markets Equities 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 | AVEEX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | AVEEX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | AVEEX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | AVEEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | AVEEX vs COBYX |
Other Mutual Funds from Avantis
The 7 most viewed Avantis mutual funds shown here include AVUVX, AVDVX, AVDEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | 94 | 25.42% | — | Dec 2019 | AVEEX vs AVUVX | |
| Avantis International Small Cap Value Fund Institu... | Foreign Small & Mid Cap Equities | 82 | 14.79% | — | Dec 2019 | AVEEX vs AVDVX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 74 | 13.24% | — | Dec 2019 | AVEEX vs AVDEX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 90 | 16.57% | — | Dec 2019 | AVEEX vs AVUSX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | Large Cap Value Equities | 98 | 26.11% | — | Jun 2022 | AVEEX vs AVLVX | |
| Avantis International Small Cap Value Fund Class G | Foreign Small & Mid Cap Equities | 81 | 15.04% | — | Jan 2021 | AVEEX vs AVANX | |
| Avantis Core Fixed Income Fund | Intermediate Core Bond | 9 | -0.95% | — | Feb 2021 | AVEEX vs AVIGX |
Often Compared With AVEEX
Investors most often compare AVEEX with AVEM, AVES, DGS. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare AVEEX with Any Fund or Stock
Compare AVEEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVEEX with funds that move differently
Avantis Emerging Markets Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVEEX.
Explore AVEEX Diversifiers