Ashmore Emerging Markets Active Equity Fund (EMQIX) 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 EMQIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EMQIX
EMQIX charges 1.02% annually. There are 69 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 | EMQIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | EMQIX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | EMQIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | EMQIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | EMQIX vs EMPTX |
Best Risk-Adjusted Alternatives to EMQIX
EMQIX has a PortfoliosLab risk / return rank of 78. There are 119 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 | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | EMQIX vs FQEMX | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | EMQIX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 98 | — | Jan 2018 | EMQIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | EMQIX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | EMQIX vs LVAZX |
Top Performing EMQIX Alternatives (YTD)
EMQIX is at 22.40% YTD. There are 120 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 107.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 107.71% | — | Jun 1996 | EMQIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 90.31% | — | Nov 2021 | EMQIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 66.92% | — | Jan 2018 | EMQIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 56.32% | — | Oct 2021 | EMQIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 47.70% | — | Jan 1994 | EMQIX vs GTDDX |
Lowest Volatility Alternatives to EMQIX
EMQIX has 16.93% 1-year volatility. There are 66 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.35% | — | Dec 2020 | EMQIX vs BADEX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.05% | — | Dec 2013 | EMQIX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.28% | — | Dec 2016 | EMQIX vs GQGPX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 11.56% | — | Oct 2011 | EMQIX vs ESCIX | |
| Parametric Emerging Markets Fund | 11.58% | — | Jun 2006 | EMQIX vs EAEMX |
Lowest Drawdown Alternatives to EMQIX
EMQIX has a 1-year max drawdown of -13.45%. There are 103 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 | EMQIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | EMQIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EMQIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EMQIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | EMQIX vs GQGPX |
Other Mutual Funds from Ashmore
The 9 most viewed Ashmore mutual funds shown here include EFEIX, EMFIX, EMCIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ashmore Emerging Markets Frontier Equity Fund | Emerging Markets Diversified | 23 | 2.81% | — | Nov 2013 | EMQIX vs EFEIX | |
| Ashmore Emerging Markets Equity Fund | Emerging Markets Diversified | 91 | 31.16% | — | Jun 2011 | EMQIX vs EMFIX | |
| Ashmore Emerging Markets Corporate Income Fund | Emerging Markets Bonds | 63 | 3.42% | — | Dec 2010 | EMQIX vs EMCIX | |
| Ashmore Emerging Markets Short Duration Select Fun... | Emerging Markets Bonds | — | — | — | Jun 2020 | EMQIX vs ESDIX | |
| Ashmore Emerging Markets Short Duration Fund | Emerging Markets Bonds | 11 | 1.89% | — | Jun 2014 | EMQIX vs ESFIX | |
| Ashmore Emerging Markets Total Return Fund | Emerging Markets Bonds | 65 | 2.66% | — | Dec 2010 | EMQIX vs EMKIX | |
| Ashmore Emerging Markets Equity ESG Fund | Emerging Markets Diversified | 91 | 27.90% | — | Feb 2020 | EMQIX vs ESIGX | |
| Ashmore Emerging Markets Investment Grade Income F... | Emerging Markets Bonds | 95 | 3.80% | — | Sep 2020 | EMQIX vs IGIEX | |
| Ashmore Emerging Markets Local Currency Bond Fund | Emerging Markets Bonds | 25 | 0.95% | — | Dec 2010 | EMQIX vs ELBIX |
Often Compared With EMQIX
Investors most often compare EMQIX with TEMZX, AMDWX, CEMFX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare EMQIX with Any Fund or Stock
Compare EMQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EMQIX with funds that move differently
Ashmore Emerging Markets Active Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EMQIX.
Explore EMQIX Diversifiers