Shelton Emerging Markets Fund (EMSQX) Alternatives
Shelton Emerging Markets Fund (EMSQX) 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 EMSQX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to EMSQX
EMSQX charges 1.77% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among EMSQX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | EMSQX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | EMSQX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | EMSQX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | EMSQX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | May 30, 2018 | EMSQX vs EMPTX |
Best Risk-Adjusted Alternatives to EMSQX
Among mutual funds in the Emerging Markets Diversified category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | EMSQX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 96 | Jan 9, 2018 | EMSQX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 96 | Jul 14, 1994 | EMSQX vs LZEMX | |
| Brandes Emerging Markets Fund | 96 | Jan 30, 2011 | EMSQX vs BEMIX | |
| Franklin Templeton SMACS: Series EM | 95 | Nov 21, 2021 | EMSQX vs FQEMX |
Top Performing EMSQX Alternatives (YTD)
EMSQX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 13.36% | Jun 9, 1996 | EMSQX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 9.17% | Jan 9, 2018 | EMSQX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | EMSQX vs ESCIX | |
| Franklin Templeton SMACS: Series EM | 8.67% | Nov 21, 2021 | EMSQX vs FQEMX | |
| Cullen Emerging Markets High Dividend Fund | 6.79% | Aug 30, 2012 | EMSQX vs CEMFX |
Lowest Volatility Alternatives to EMSQX
EMSQX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.20% | Dec 20, 2020 | EMSQX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 11.89% | May 26, 2008 | EMSQX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.06% | Jun 29, 2006 | EMSQX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.26% | Jun 29, 1998 | EMSQX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.26% | Nov 3, 2013 | EMSQX vs EFEIX |
Lowest Drawdown Alternatives to EMSQX
EMSQX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | EMSQX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | EMSQX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | EMSQX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | EMSQX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | EMSQX vs EITEX |
Other Mutual Funds from Shelton Capital Management
Most popular Shelton Capital Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Equity Income Fund | Derivative Income | 19 | -5.55% | Sep 3, 1996 | EMSQX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 55 | 1.32% | Mar 12, 2013 | EMSQX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 56 | -1.26% | Dec 11, 2013 | EMSQX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 69 | -1.34% | Dec 19, 2008 | EMSQX vs SISEX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 30 | -0.84% | Dec 3, 1985 | EMSQX vs CFNTX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 29 | -0.25% | Dec 3, 1985 | EMSQX vs CAUSX |
Often Compared With EMSQX
What investors most often compare with EMSQX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SPDR MSCI ACWI IMI UCITS ETF | Global Equities | 46 | -2.12% | May 13, 2011 | EMSQX vs SPYI.DE | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Diversified | 95 | 4.87% | Aug 21, 2011 | EMSQX vs DRESX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 95 | 5.47% | Aug 29, 2000 | EMSQX vs GLLSX |
Compare EMSQX with Any Fund or Stock
Compare EMSQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.