DFA Emerging Markets Sustainability Core 1 Portfolio (DESIX) 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 DESIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DESIX
DESIX charges 0.46% annually. There are 27 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 | DESIX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | DESIX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | DESIX vs VEMIX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | DESIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | DESIX vs FERGX |
Best Risk-Adjusted Alternatives to DESIX
DESIX has a PortfoliosLab risk / return rank of 35. There are 181 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | DESIX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | DESIX vs RLEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | DESIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | DESIX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | DESIX vs DEMCX |
Top Performing DESIX Alternatives (YTD)
DESIX is at 11.56% YTD. There are 176 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | DESIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | DESIX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | DESIX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | DESIX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | DESIX vs GMAQX |
Lowest Volatility Alternatives to DESIX
DESIX has 19.71% 1-year volatility. There are 70 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | DESIX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | DESIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | DESIX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | DESIX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | DESIX vs FGKPX |
Lowest Drawdown Alternatives to DESIX
DESIX has a 1-year max drawdown of -13.16%. There are 72 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 | DESIX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | DESIX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | DESIX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | DESIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | DESIX vs COBYX |
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 $43B.
Often Compared With DESIX
Investors most often compare DESIX with DFEVX, FNDF, GLLSX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DESIX with Any Fund or Stock
Compare DESIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DESIX with funds that move differently
DFA Emerging Markets Sustainability Core 1 Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DESIX.
Explore DESIX Diversifiers