Emerging Markets Dividend Fund (EAD) 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 EAD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EAD
EAD charges 0.04% annually. There are 6 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 | EAD vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | EAD vs FHKFX | |
| Morgan Stanley India Investment Fund | 0.01% | — | Feb 1994 | EAD vs IIF | |
| Voya Emerging Markets High Dividend Equity Fund | 0.01% | — | Apr 2011 | EAD vs IHD | |
| Aberdeen India Fund | 0.01% | — | Feb 1994 | EAD vs IFN |
Best Risk-Adjusted Alternatives to EAD
EAD has a PortfoliosLab risk / return rank of 3. There are 211 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | EAD vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | EAD vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | EAD vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | EAD vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | EAD vs DEMCX |
Top Performing EAD Alternatives (YTD)
EAD is at -0.90% YTD. There are 213 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 | EAD vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | EAD vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | EAD vs DEMCX | |
| The Korea Fund Inc | 56.28% | — | Aug 1984 | EAD vs KF | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | EAD vs FQEMX |
Lowest Volatility Alternatives to EAD
EAD has 8.99% 1-year volatility. No mutual funds in the Emerging Markets Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | EAD vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | EAD vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | EAD vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | EAD vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | EAD vs FGKPX |
Lowest Drawdown Alternatives to EAD
EAD has a 1-year max drawdown of -8.16%. There are 3 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 | EAD vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | EAD vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | EAD vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EAD vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EAD vs COBYX |
Often Compared With EAD
Investors most often compare EAD with ERC, CNWIX, FEDIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare EAD with Any Fund or Stock
Compare EAD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EAD with funds that move differently
Emerging Markets Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EAD.
Explore EAD Diversifiers