Avantis Emerging Markets Equity Fund (AVEEX) 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 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 9 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 | AVEEX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | AVEEX vs FERGX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | AVEEX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | AVEEX vs FCEEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | AVEEX vs EMPTX |
Best Risk-Adjusted Alternatives to AVEEX
AVEEX has a PortfoliosLab risk / return rank of 62. There are 112 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | AVEEX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | AVEEX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 93 | — | Nov 2021 | AVEEX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 91 | — | Oct 2021 | AVEEX vs GMAQX | |
| Dodge & Cox Emerging Markets Stock Fund | 91 | — | May 2021 | AVEEX vs DODEX |
Top Performing AVEEX Alternatives (YTD)
AVEEX is at 18.21% YTD. There are 106 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 88.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 88.77% | — | Jun 1996 | AVEEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 63.44% | — | Nov 2021 | AVEEX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 46.75% | — | Jan 2018 | AVEEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 43.19% | — | Oct 2021 | AVEEX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 37.03% | — | Jan 1994 | AVEEX vs GTDDX |
Lowest Volatility Alternatives to AVEEX
AVEEX has 19.33% 1-year volatility. There are 59 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | AVEEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | AVEEX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.71% | — | Dec 2013 | AVEEX vs VIESX | |
| The Cook & Bynum Fund | 11.77% | — | Jun 2009 | AVEEX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.18% | — | Nov 2013 | AVEEX vs EFEIX |
Lowest Drawdown Alternatives to AVEEX
AVEEX has a 1-year max drawdown of -12.64%. There are 54 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 | AVEEX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -8.76% | — | Sep 2007 | AVEEX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | AVEEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | AVEEX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | AVEEX vs GQGPX |
Other Mutual Funds from Avantis Investors
The 5 most viewed Avantis Investors mutual funds shown here include AVUVX, AVDVX, AVUSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | 81 | 22.71% | — | Dec 2019 | AVEEX vs AVUVX | |
| Avantis International Small Cap Value Fund Institu... | Foreign Small & Mid Cap Equities | 73 | 13.08% | — | Dec 2019 | AVEEX vs AVDVX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 85 | 15.47% | — | Dec 2019 | AVEEX vs AVUSX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 54 | 10.98% | — | Dec 2019 | AVEEX vs AVDEX | |
| Avantis Core Fixed Income Fund | Intermediate Core Bond | 22 | -0.35% | — | Feb 2021 | AVEEX vs AVIGX |
Often Compared With AVEEX
Investors most often compare AVEEX with AVEM, AVES, DGS. These 20 comparison targets span 7 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