BlackRock Defensive Advantage Emerging Markets Fund (BADEX) 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 BADEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BADEX
BADEX charges 1.06% annually. There are 74 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 | BADEX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | BADEX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | BADEX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | BADEX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | BADEX vs TEQLX |
Best Risk-Adjusted Alternatives to BADEX
BADEX has a PortfoliosLab risk / return rank of 60. There are 99 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 95 | — | Jun 1996 | BADEX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | BADEX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 92 | — | Nov 2021 | BADEX vs FQEMX | |
| Dodge & Cox Emerging Markets Stock Fund | 91 | — | May 2021 | BADEX vs DODEX | |
| GMO Emerging Markets ex-China Fund | 90 | — | Oct 2021 | BADEX vs GMAQX |
Top Performing BADEX Alternatives (YTD)
BADEX is at 16.68% YTD. There are 125 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 102.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 102.63% | — | Jun 1996 | BADEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 62.73% | — | Nov 2021 | BADEX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 45.45% | — | Jan 2018 | BADEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 43.04% | — | Oct 2021 | BADEX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 36.49% | — | Jan 1994 | BADEX vs GTDDX |
Lowest Volatility Alternatives to BADEX
BADEX has 12.54% 1-year volatility. There are 6 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 | BADEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | BADEX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.71% | — | Dec 2013 | BADEX vs VIESX | |
| The Cook & Bynum Fund | 11.77% | — | Jun 2009 | BADEX vs COBYX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.18% | — | May 2008 | BADEX vs HLFMX |
Lowest Drawdown Alternatives to BADEX
BADEX has a 1-year max drawdown of -8.89%. There are 2 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 | BADEX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -8.76% | — | Sep 2007 | BADEX vs WAEMX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | BADEX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | BADEX vs GQGPX | |
| Schwab Fundamental Emerging Markets Equity Index F... | -9.45% | — | Jan 2008 | BADEX vs SFENX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 14.87% | — | Sep 2021 | BADEX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | BADEX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | BADEX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | BADEX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | BADEX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | BADEX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | BADEX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | BADEX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | BADEX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | BADEX vs FAMRX |
Often Compared With BADEX
Investors most often compare BADEX with EMRSX, SIEMX, FSSGX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare BADEX with Any Fund or Stock
Compare BADEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BADEX with funds that move differently
BlackRock Defensive Advantage Emerging Markets Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BADEX.
Explore BADEX Diversifiers