Pear Tree Polaris International Opportunities Fund (QISIX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with QISIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QISIX
QISIX charges 1.22% annually. There are 55 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | QISIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | QISIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | QISIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | QISIX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | QISIX vs AVDVX |
Best Risk-Adjusted Alternatives to QISIX
QISIX has a PortfoliosLab risk / return rank of 55. There are 13 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 96 | — | Sep 2021 | QISIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 96 | — | Aug 2023 | QISIX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 84 | — | Jan 2021 | QISIX vs AVANX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | QISIX vs ALOIX | |
| Avantis International Small Cap Value Fund | 84 | — | Dec 2019 | QISIX vs AVDVX |
Top Performing QISIX Alternatives (YTD)
QISIX is at 20.47% YTD. There are 5 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 49.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 49.59% | — | Sep 2021 | QISIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 49.49% | — | Aug 2023 | QISIX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 34.54% | — | Mar 2022 | QISIX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 30.69% | — | Nov 1993 | QISIX vs LZISX | |
| Artisan International Explorer Fund | 24.31% | — | May 2022 | QISIX vs ARHBX |
Lowest Volatility Alternatives to QISIX
QISIX has 13.62% 1-year volatility. There are 22 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | QISIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.91% | — | Jun 2012 | QISIX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | QISIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | QISIX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.57% | — | Jan 2012 | QISIX vs BISAX |
Lowest Drawdown Alternatives to QISIX
QISIX has a 1-year max drawdown of -10.48%. There are 8 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | QISIX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | QISIX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | QISIX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | QISIX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | QISIX vs WISIX |
Other Mutual Funds from Pear Tree Funds
The 5 most viewed Pear Tree Funds mutual funds shown here include EEOFX, USBNX, QUSIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 66 | 26.50% | — | Sep 2017 | QISIX vs EEOFX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 47 | 14.55% | — | Aug 1992 | QISIX vs USBNX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | Foreign Small & Mid Cap Equities | 9 | 2.57% | — | Apr 2008 | QISIX vs QUSIX | |
| Pear Tree Quality Fund | Large Cap Blend Equities | 24 | 3.63% | — | May 1985 | QISIX vs USBOX | |
| Pear Tree Polaris Foreign Value Fund | Foreign Large Cap Equities | 80 | 18.86% | — | May 1998 | QISIX vs QFVOX |
Often Compared With QISIX
Investors most often compare QISIX with AIOIX, COIIX, SAISX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare QISIX with Any Fund or Stock
Compare QISIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QISIX with funds that move differently
Pear Tree Polaris International Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QISIX.
Explore QISIX Diversifiers