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 5 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 | |
| The India Fund | 0.01% | — | Feb 1994 | EAD vs IFN | |
| The Korea Fund Inc | 0.02% | — | Aug 1984 | EAD vs KF |
Best Risk-Adjusted Alternatives to EAD
EAD has a PortfoliosLab risk / return rank of 6. There are 40 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | 98 | — | Jun 1996 | EAD vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 98 | — | Jun 1996 | EAD vs DEMCX | |
| The Korea Fund Inc | 97 | — | Aug 1984 | EAD vs KF | |
| William Blair Emerging Markets ex China Growth Fun... | 95 | — | Jul 2022 | EAD vs WXCIX | |
| Fidelity Advisor Focused Emerging Markets Fund Cla... | 95 | — | Aug 2013 | EAD vs FZAEX |
Top Performing EAD Alternatives (YTD)
EAD is at -0.23% YTD. There are 40 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 112.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | 112.66% | — | Jun 1996 | EAD vs DEMAX | |
| The Korea Fund Inc | 112.42% | — | Aug 1984 | EAD vs KF | |
| Nomura Emerging Markets Fund Class C | 112.02% | — | Jun 1996 | EAD vs DEMCX | |
| William Blair Emerging Markets ex China Growth Fun... | 51.69% | — | Jul 2022 | EAD vs WXCIX | |
| Calamos Evolving World Growth Fund Class I | 51.09% | — | — | EAD vs CNWIX |
Lowest Volatility Alternatives to EAD
EAD has 9.30% 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 9.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Low Volatility Index... | 9.64% | — | Jan 2019 | EAD vs FGKPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.36% | — | — | EAD vs GQGIX | |
| Seafarer Overseas Value Fund Institutional Class | 12.04% | — | May 2016 | EAD vs SIVLX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | 13.18% | — | Nov 2011 | EAD vs FEDIX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | 13.18% | — | Nov 2011 | EAD vs FEDTX |
Lowest Drawdown Alternatives to EAD
EAD has a 1-year max drawdown of -8.16%. There is 1 mutual fund in the Emerging Markets Equities category with a shallower 1-year drawdown, going as shallow as -6.93%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | EAD vs FGKPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | -9.11% | — | — | EAD vs GQGIX | |
| Fidelity Emerging Markets Discovery Fund | -9.54% | — | Nov 2011 | EAD vs FEDDX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | -9.55% | — | Oct 2018 | EAD vs FIQGX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | -9.58% | — | Nov 2011 | EAD vs FEDIX |
Often Compared With EAD
Investors most often compare EAD with ERC, ADX, PZIEX. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Multi-Sector Income Fund | 60 | 1.43% | — | — | EAD vs ERC | ||
| Adams Diversified Equity Fund, Inc. | Large Cap Growth Equities | 73 | 13.47% | — | Jan 1990 | EAD vs ADX | |
| Pzena Emerging Markets Value Fund Institutional Cl... | Emerging Markets Equities | 79 | 17.08% | — | Mar 2014 | EAD vs PZIEX | |
| PIMCO RAE Emerging Markets Fund Class A | Emerging Markets Equities | 56 | 18.16% | — | Jun 2015 | EAD vs PEAFX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | Emerging Markets Equities | 87 | 19.92% | — | Nov 2011 | EAD vs FEDAX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | EAD vs PFN | |
| Templeton Emerging Markets Fund | Emerging Markets Equities | 94 | 41.37% | — | Feb 1987 | EAD vs EMF |
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