Eaton Vance Worldwide Health Sciences Fund (ETHSX) belongs to the Health & Biotech Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ETHSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ETHSX
ETHSX charges 1.20% annually. There are 35 mutual funds in the Health & Biotech Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.09% | 20.40B | Feb 2004 | ETHSX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 38.80B | Nov 2001 | ETHSX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 38.80B | May 1984 | ETHSX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | ETHSX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | ETHSX vs FIJYX |
Best Risk-Adjusted Alternatives to ETHSX
ETHSX has a PortfoliosLab risk / return rank of 22. There are 43 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Alger Health Sciences Fund | 96 | — | Apr 2002 | ETHSX vs AHSAX | |
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | ETHSX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 93 | — | Oct 2018 | ETHSX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 93 | — | Dec 2000 | ETHSX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 92 | — | Dec 2000 | ETHSX vs FBTAX |
Top Performing ETHSX Alternatives (YTD)
ETHSX is at -0.68% YTD. There are 46 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 21.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Alger Health Sciences Fund | 21.62% | — | Apr 2002 | ETHSX vs AHSAX | |
| Fidelity Advisor Biotechnology Fund Class Z | 20.10% | — | Oct 2018 | ETHSX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 20.00% | — | Dec 2000 | ETHSX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 19.82% | — | Dec 2000 | ETHSX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 19.65% | — | Dec 2000 | ETHSX vs FBTTX |
Lowest Volatility Alternatives to ETHSX
ETHSX has 15.83% 1-year volatility. There are 17 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.34% | — | Aug 1989 | ETHSX vs GGHCX | |
| Live Oak Health Sciences Fund | 14.67% | — | Jun 2001 | ETHSX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 14.75% | — | Jul 1999 | ETHSX vs SHPAX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.88% | — | Dec 1999 | ETHSX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.89% | — | Oct 2000 | ETHSX vs SHSSX |
Lowest Drawdown Alternatives to ETHSX
ETHSX has a 1-year max drawdown of -12.35%. There are 29 mutual funds in the Health & Biotech Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Biotechnology Portfolio | -7.62% | — | Dec 1985 | ETHSX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | ETHSX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | ETHSX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | ETHSX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | ETHSX vs FIJYX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.
Often Compared With ETHSX
Investors most often compare ETHSX with BB, AGEN, AAPL. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare ETHSX with Any Fund or Stock
Compare ETHSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETHSX with funds that move differently
Eaton Vance Worldwide Health Sciences Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETHSX.
Explore ETHSX Diversifiers