DFA Emerging Markets Sustainability Core 1 Portfolio (DESIX) 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 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 19 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 | DESIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | DESIX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | DESIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | DESIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | DESIX vs EMPTX |
Best Risk-Adjusted Alternatives to DESIX
DESIX has a PortfoliosLab risk / return rank of 71. There are 129 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 | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | DESIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | DESIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | — | Jan 2018 | DESIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 96 | — | Oct 2021 | DESIX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | DESIX vs LVAZX |
Top Performing DESIX Alternatives (YTD)
DESIX is at 21.51% YTD. There are 124 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 145.11% | — | Jun 1996 | DESIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92.59% | — | Nov 2021 | DESIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 72.12% | — | Jan 2018 | DESIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 53.39% | — | Oct 2021 | DESIX vs GMAQX | |
| abrdn Emerging Markets ex-China Fund | 49.19% | — | Aug 2000 | DESIX vs GLLSX |
Lowest Volatility Alternatives to DESIX
DESIX has 17.47% 1-year volatility. There are 45 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 | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.24% | — | Oct 2011 | DESIX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.47% | — | Dec 2013 | DESIX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | DESIX vs GQGPX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 11.61% | — | Dec 2020 | DESIX vs BADEX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | DESIX vs COBYX |
Lowest Drawdown Alternatives to DESIX
DESIX has a 1-year max drawdown of -12.70%. There are 55 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 | DESIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | DESIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | DESIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | DESIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | DESIX vs GQGPX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
Often Compared With DESIX
Investors most often compare DESIX with DFEVX, FNDF, EFEIX. These 16 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