Eaton Vance Worldwide Health Sciences Fund (ETHSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ETHSX
ETHSX charges 1.20% annually. Among mutual funds in the Health & Biotech Equities category, these options have the lowest expense ratios among ETHSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | Feb 5, 2004 | ETHSX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.25% | Nov 12, 2001 | ETHSX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.30% | May 23, 1984 | ETHSX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | Oct 2, 2018 | ETHSX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | Oct 2, 2018 | ETHSX vs FIJYX |
Best Risk-Adjusted Alternatives to ETHSX
Among mutual funds in the Health & Biotech Equities 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 | |
|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 91 | Sep 14, 1997 | ETHSX vs FBDIX | |
| Eventide Healthcare & Life Sciences Fund | 88 | Dec 26, 2012 | ETHSX vs ETIHX | |
| Fidelity Advisor Biotechnology Fund I Class | 83 | Dec 27, 2000 | ETHSX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 83 | Oct 2, 2018 | ETHSX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class A | 83 | Dec 27, 2000 | ETHSX vs FBTAX |
Top Performing ETHSX Alternatives (YTD)
ETHSX alternatives from the Health & Biotech Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Saratoga Health & Biotechnology Fund | -1.13% | Jul 14, 1999 | ETHSX vs SHPAX | |
| Live Oak Health Sciences Fund | -1.53% | Jun 28, 2001 | ETHSX vs LOGSX | |
| Fidelity Select Pharmaceuticals Portfolio | -2.56% | Jun 17, 2001 | ETHSX vs FPHAX | |
| Fidelity Advisor Biotechnology Fund Class Z | -2.59% | Oct 2, 2018 | ETHSX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | -2.62% | Dec 27, 2000 | ETHSX vs FBTIX |
Lowest Volatility Alternatives to ETHSX
ETHSX alternatives from the Health & Biotech Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Invesco Health Care Fund | 15.67% | Aug 6, 1989 | ETHSX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 16.30% | Dec 20, 1999 | ETHSX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 16.32% | Oct 16, 2000 | ETHSX vs SHSSX | |
| Live Oak Health Sciences Fund | 16.35% | Jun 28, 2001 | ETHSX vs LOGSX | |
| Alger Health Sciences Fund | 16.42% | Apr 30, 2002 | ETHSX vs AHSAX |
Lowest Drawdown Alternatives to ETHSX
ETHSX alternatives from the Health & Biotech Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Live Oak Health Sciences Fund | -7.65% | Jun 28, 2001 | ETHSX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | -7.87% | Jul 14, 1999 | ETHSX vs SHPAX | |
| Vanguard Health Care Fund Admiral Shares | -9.19% | Nov 12, 2001 | ETHSX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | -9.20% | May 23, 1984 | ETHSX vs VGHCX | |
| AlphaCentric LifeSci Healthcare Fund | -9.47% | Nov 28, 2019 | ETHSX vs LYFIX |
Other Mutual Funds from Eaton Vance
Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.
Often Compared With ETHSX
What investors most often compare with ETHSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BlackBerry Limited | 27 | -14.51% | — | ETHSX vs BB | ||
| Agenus Inc. | 76 | 6.37% | — | ETHSX vs AGEN | ||
| Amazon.com, Inc | 50 | -9.77% | — | ETHSX vs AMZN | ||
| Apple Inc | 59 | -6.56% | — | ETHSX vs AAPL | ||
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | ETHSX vs VTI | |
| NVIDIA Corporation | 83 | -6.48% | — | ETHSX vs NVDA | ||
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | ETHSX vs VTSAX | |
| Tesla, Inc. | 69 | -17.34% | — | ETHSX vs TSLA | ||
| Eaton Vance Tax Managed Diversified Equity Income ... | Large Cap Growth Equities | 12 | -8.28% | Nov 27, 2006 | ETHSX vs ETY |
Compare ETHSX with Any Fund or Stock
Compare ETHSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.