DEMSX Alternatives & Similar Mutual Funds

DFA Emerging Markets Small Cap Portfolio (DEMSX) 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 DEMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DEMSX

DEMSX charges 0.59% annually. There are 23 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.

Symbol	Name	Expense Ratio	AUM	Inception
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	DEMSX vs FERGX
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	DEMSX vs FPADX
FCEEX	Franklin Emerging Market Core Equity (IU) Fund Adv...	0.17%	—	Jul 2019	DEMSX vs FCEEX
SSKEX	State Street Emerging Markets Equity Index Fund	0.17%	—	Dec 2015	DEMSX vs SSKEX
EMPTX	UBS Emerging Markets Equity Opportunity Fund	0.19%	—	May 2018	DEMSX vs EMPTX

Best Risk-Adjusted Alternatives to DEMSX

DEMSX has a PortfoliosLab risk / return rank of 40. There are 152 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
DEMIX	Delaware Emerging Markets Fund	98	—	Jun 1996	DEMSX vs DEMIX
FQEMX	Franklin Templeton SMACS: Series EM	98	—	Nov 2021	DEMSX vs FQEMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	97	—	Jan 2018	DEMSX vs LCSMX
GMAQX	GMO Emerging Markets ex-China Fund	96	—	Oct 2021	DEMSX vs GMAQX
LVAZX	LSV Emerging Markets Equity Fund	96	—	Jan 2019	DEMSX vs LVAZX

Top Performing DEMSX Alternatives (YTD)

DEMSX is at 11.78% YTD. There are 154 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	145.11%	—	Jun 1996	DEMSX vs DEMIX
FQEMX	Franklin Templeton SMACS: Series EM	92.59%	—	Nov 2021	DEMSX vs FQEMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	72.12%	—	Jan 2018	DEMSX vs LCSMX
GMAQX	GMO Emerging Markets ex-China Fund	53.39%	—	Oct 2021	DEMSX vs GMAQX
GLLSX	abrdn Emerging Markets ex-China Fund	49.19%	—	Aug 2000	DEMSX vs GLLSX

Lowest Volatility Alternatives to DEMSX

DEMSX has 14.10% 1-year volatility. There are 15 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	11.24%	—	Oct 2011	DEMSX vs ESCIX
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	11.47%	—	Dec 2013	DEMSX vs VIESX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.51%	—	Dec 2016	DEMSX vs GQGPX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	11.61%	—	Dec 2020	DEMSX vs BADEX
COBYX	The Cook & Bynum Fund	11.91%	—	Jun 2009	DEMSX vs COBYX

Lowest Drawdown Alternatives to DEMSX

DEMSX has a 1-year max drawdown of -10.30%. There are 12 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
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	DEMSX vs ESCIX
WAEMX	Wasatch Emerging Markets Small Cap Fund	-7.89%	—	Sep 2007	DEMSX vs WAEMX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	DEMSX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	DEMSX vs COBYX
GQGPX	GQG Partners Emerging Markets Equity Fund	-9.12%	—	Dec 2016	DEMSX vs GQGPX

Other Mutual Funds from Dimensional

The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	61	16.82%	—	Mar 1993	DEMSX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	83	12.21%	—	Feb 1994	DEMSX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	78	12.60%	—	Dec 2003	DEMSX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	68	9.80%	—	Sep 1999	DEMSX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	68	9.87%	—	Dec 1994	DEMSX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	59	15.95%	—	Feb 2000	DEMSX vs DFFVX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	53	10.75%	—	Sep 2005	DEMSX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	58	16.97%	—	Mar 1992	DEMSX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	77	11.47%	—	Sep 2005	DEMSX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	92	16.63%	—	Feb 1993	DEMSX vs DFLVX

Often Compared With DEMSX

Investors most often compare DEMSX with DFESX, DFEVX, AVEE. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFESX	DFA Investment Dimensions Group Inc - Emerging Mar...	Emerging Markets Diversified	89	30.38%	—	Aug 2006	DEMSX vs DFESX
DFEVX	DFA Emerging Markets Value Portfolio	Emerging Markets Diversified	88	24.53%	—	Mar 1998	DEMSX vs DFEVX
AVEE	Avantis Emerging Markets Small Cap Equity ETF	Emerging Markets Diversified	37	11.09%	117.88M	Nov 2023	DEMSX vs AVEE
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	Emerging Markets Diversified, Dividend	45	12.85%	1.84B	Oct 2007	DEMSX vs DGS
DEMGX	DFA Emerging Markets Targeted Value Portfolio	Emerging Markets Diversified	65	16.40%	—	Nov 2018	DEMSX vs DEMGX
HSCZ	iShares Currency Hedged MSCI EAFE Small Cap ETF	Foreign Small & Mid Cap Equities	75	10.35%	222.73M	Jun 2015	DEMSX vs HSCZ
VWO	Vanguard FTSE Emerging Markets ETF	Emerging Markets Equities	49	10.55%	162.80B	Mar 2005	DEMSX vs VWO
PSHZF	Pershing Square Holdings, Ltd.		38	-23.27%	—	—	DEMSX vs PSHZF
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	DEMSX vs VOO
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	DEMSX vs VTI
VINIX	Vanguard Institutional Index Fund Institutional Sh...	S&P 500, Large Cap Blend Equities	65	9.78%	355.20B	Jul 1990	DEMSX vs VINIX
DRIOX	Driehaus International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	26	13.02%	—	Sep 2007	DEMSX vs DRIOX
RNLSY	Renault SA		15	-21.47%	—	—	DEMSX vs RNLSY
DFSCX	DFA U.S. Micro Cap Portfolio	Small Cap Blend Equities	78	20.66%	—	Dec 1981	DEMSX vs DFSCX
AVES	Avantis Emerging Markets Value ETF	Emerging Markets Equities	47	12.71%	1.40B	Sep 2021	DEMSX vs AVES
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	65	16.54%	317.30B	Aug 1999	DEMSX vs VTMGX
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	77	11.69%	—	—	DEMSX vs DFQTX
AVEM	Avantis Emerging Markets Equity ETF	Emerging Markets Equities	68	23.75%	24.32B	Sep 2019	DEMSX vs AVEM
AVDV	Avantis International Small Cap Value ETF	Foreign Small & Mid Cap Equities	74	13.23%	19.44B	Sep 2019	DEMSX vs AVDV
ACWX	iShares MSCI ACWI ex U.S. ETF	Foreign Large Cap Equities	55	12.88%	11.77B	Mar 2008	DEMSX vs ACWX

Compare DEMSX with Any Fund or Stock

Compare DEMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair DEMSX with funds that move differently

DFA Emerging Markets Small Cap Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DEMSX.

Explore DEMSX Diversifiers

DFA Emerging Markets Small Cap Portfolio (DEMSX) Alternatives