Fidelity SAI Emerging Markets Index Fund (FERGX) 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 FERGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FERGX
FERGX charges 0.08% annually. No mutual funds in the Emerging Markets Diversified category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | FERGX vs FPADX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | FERGX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | FERGX vs FCEEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | FERGX vs EMPTX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | FERGX vs TEQLX |
Best Risk-Adjusted Alternatives to FERGX
FERGX has a PortfoliosLab risk / return rank of 68. There are 88 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | FERGX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | FERGX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 93 | — | Nov 2021 | FERGX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 91 | — | Oct 2021 | FERGX vs GMAQX | |
| Dodge & Cox Emerging Markets Stock Fund | 91 | — | May 2021 | FERGX vs DODEX |
Top Performing FERGX Alternatives (YTD)
FERGX is at 20.09% YTD. There are 87 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 88.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 88.77% | — | Jun 1996 | FERGX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 63.44% | — | Nov 2021 | FERGX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 46.75% | — | Jan 2018 | FERGX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 43.19% | — | Oct 2021 | FERGX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 37.03% | — | Jan 1994 | FERGX vs GTDDX |
Lowest Volatility Alternatives to FERGX
FERGX has 21.78% 1-year volatility. There are 100 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | FERGX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | FERGX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.71% | — | Dec 2013 | FERGX vs VIESX | |
| The Cook & Bynum Fund | 11.77% | — | Jun 2009 | FERGX vs COBYX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.18% | — | May 2008 | FERGX vs HLFMX |
Lowest Drawdown Alternatives to FERGX
FERGX has a 1-year max drawdown of -13.32%. There are 92 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 | FERGX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -8.76% | — | Sep 2007 | FERGX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | FERGX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | FERGX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | FERGX vs GQGPX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 66 | 10.88% | — | Feb 1988 | FERGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 91 | 64.98% | — | Jul 1985 | FERGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 11.42% | — | — | FERGX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 11.41% | — | — | FERGX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 18 | 4.46% | — | — | FERGX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 58 | 15.62% | — | Dec 1987 | FERGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 36 | 9.99% | 176.32B | May 1967 | FERGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 10.70% | — | — | FERGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 40 | 10.13% | — | Nov 1997 | FERGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 57 | 12.70% | — | Jun 2016 | FERGX vs FTIHX |
Often Compared With FERGX
Investors most often compare FERGX with FGOMX, EEM, FSISX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FERGX with Any Fund or Stock
Compare FERGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FERGX with funds that move differently
Fidelity SAI Emerging Markets Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FERGX.
Explore FERGX Diversifiers