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 | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | DEMSX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | DEMSX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | DEMSX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | DEMSX vs SSKEX | |
| 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 22. There are 157 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 | DEMSX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 94 | — | Nov 2021 | DEMSX vs FQEMX | |
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | DEMSX vs LZEMX | |
| Martin Currie SMA-Shares Series EM Fund | 93 | — | Jan 2018 | DEMSX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 93 | — | Oct 2021 | DEMSX vs GMAQX |
Top Performing DEMSX Alternatives (YTD)
DEMSX is at 8.39% YTD. There are 158 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 105.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 105.52% | — | Jun 1996 | DEMSX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 69.03% | — | Nov 2021 | DEMSX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 52.25% | — | Jan 2018 | DEMSX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 45.00% | — | Oct 2021 | DEMSX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.06% | — | Jan 1994 | DEMSX vs GTDDX |
Lowest Volatility Alternatives to DEMSX
DEMSX has 14.65% 1-year volatility. There are 16 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.53% | — | Oct 2011 | DEMSX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.41% | — | Dec 2016 | DEMSX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.62% | — | Dec 2013 | DEMSX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | DEMSX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.09% | — | Nov 2013 | DEMSX vs EFEIX |
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 | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | DEMSX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | DEMSX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | DEMSX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | DEMSX vs COBYX | |
| 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. AUM among these funds goes as high as $42B.
Often Compared With DEMSX
Investors most often compare DEMSX with DFESX, DFEVX, AVEE. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare DEMSX with Any Fund or Stock
Compare DEMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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