UBS Emerging Markets Equity Opportunity Fund (EMPTX) 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 EMPTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EMPTX
EMPTX charges 0.19% annually. There are 4 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 Emerging Markets Index Fund | 0.08% | — | Sep 2011 | EMPTX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | EMPTX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | EMPTX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | EMPTX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | EMPTX vs TEQLX |
Best Risk-Adjusted Alternatives to EMPTX
EMPTX has a PortfoliosLab risk / return rank of 93. There are 19 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 | EMPTX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | EMPTX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | — | Jan 2018 | EMPTX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 96 | — | Oct 2021 | EMPTX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | EMPTX vs LVAZX |
Top Performing EMPTX Alternatives (YTD)
EMPTX is at 31.56% YTD. There are 61 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 | EMPTX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92.59% | — | Nov 2021 | EMPTX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 72.12% | — | Jan 2018 | EMPTX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 53.39% | — | Oct 2021 | EMPTX vs GMAQX | |
| abrdn Emerging Markets ex-China Fund | 49.19% | — | Aug 2000 | EMPTX vs GLLSX |
Lowest Volatility Alternatives to EMPTX
EMPTX has 21.01% 1-year volatility. There are 118 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 | EMPTX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.47% | — | Dec 2013 | EMPTX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | EMPTX vs GQGPX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 11.61% | — | Dec 2020 | EMPTX vs BADEX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | EMPTX vs COBYX |
Lowest Drawdown Alternatives to EMPTX
EMPTX has a 1-year max drawdown of -14.50%. There are 145 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 | EMPTX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | EMPTX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EMPTX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EMPTX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | EMPTX vs GQGPX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include QGRPX, UTBPX, DVRUX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 11 | -0.43% | — | Jul 2020 | EMPTX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 38 | 1.31% | — | Dec 1972 | EMPTX vs UTBPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 59 | 10.37% | — | Jul 2020 | EMPTX vs DVRUX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 73 | 1.36% | — | Aug 1995 | EMPTX vs PCMNX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 63 | 7.11% | — | May 1993 | EMPTX vs PWTYX | |
| PACE Alternative Strategies Investments | Multistrategy | 51 | 3.84% | — | Apr 2006 | EMPTX vs PASIX | |
| UBS Global Allocation Fund | Global Allocation | 72 | 8.13% | — | Aug 1992 | EMPTX vs BPGLX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 49 | 2.92% | — | Aug 1995 | EMPTX vs PCGTX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | EMPTX vs USIAX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 55 | 15.66% | — | Aug 1995 | EMPTX vs PCSVX |
Often Compared With EMPTX
Investors most often compare EMPTX with NEMIX, BEMIX, PCSIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EMPTX with Any Fund or Stock
Compare EMPTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EMPTX with funds that move differently
UBS Emerging Markets Equity Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EMPTX.
Explore EMPTX Diversifiers