Fidelity Advisor Biotechnology Fund Class A (FBTAX) 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 FBTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBTAX
FBTAX charges 1.00% annually. There are 27 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 | FBTAX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 38.80B | Nov 2001 | FBTAX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 38.80B | May 1984 | FBTAX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | FBTAX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | FBTAX vs FIJYX |
Best Risk-Adjusted Alternatives to FBTAX
FBTAX has a PortfoliosLab risk / return rank of 92. There are 4 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 | FBTAX vs AHSAX | |
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | FBTAX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 93 | — | Oct 2018 | FBTAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 93 | — | Dec 2000 | FBTAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class C | 92 | — | Dec 2000 | FBTAX vs FBTCX |
Top Performing FBTAX Alternatives (YTD)
FBTAX is at 19.82% YTD. There are 3 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 | FBTAX vs AHSAX | |
| Fidelity Advisor Biotechnology Fund Class Z | 20.10% | — | Oct 2018 | FBTAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 20.00% | — | Dec 2000 | FBTAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class M | 19.65% | — | Dec 2000 | FBTAX vs FBTTX | |
| Fidelity Advisor Biotechnology Fund Class C | 19.33% | — | Dec 2000 | FBTAX vs FBTCX |
Lowest Volatility Alternatives to FBTAX
FBTAX has 23.63% 1-year volatility. There are 41 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 | FBTAX vs GGHCX | |
| Live Oak Health Sciences Fund | 14.67% | — | Jun 2001 | FBTAX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 14.75% | — | Jul 1999 | FBTAX vs SHPAX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.88% | — | Dec 1999 | FBTAX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.89% | — | Oct 2000 | FBTAX vs SHSSX |
Lowest Drawdown Alternatives to FBTAX
FBTAX has a 1-year max drawdown of -8.91%. There are 6 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 | FBTAX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | FBTAX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | FBTAX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | FBTAX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | FBTAX vs FIJYX |
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 | 75 | 11.76% | — | Feb 1988 | FBTAX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 51.40% | — | Jul 1985 | FBTAX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 76 | 12.27% | — | — | FBTAX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 75 | 12.20% | — | — | FBTAX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 2.47% | — | — | FBTAX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 49 | 13.81% | — | Dec 1987 | FBTAX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 33 | 9.08% | 176.32B | May 1967 | FBTAX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 72 | 11.48% | — | — | FBTAX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 12.40% | — | Nov 1997 | FBTAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 71 | 13.68% | — | Jun 2016 | FBTAX vs FTIHX |
Often Compared With FBTAX
Investors most often compare FBTAX with VTI, SCHG, FSHCX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FBTAX with Any Fund or Stock
Compare FBTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBTAX with funds that move differently
Fidelity Advisor Biotechnology Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBTAX.
Explore FBTAX Diversifiers