Saratoga Health & Biotechnology Fund (SHPAX) Alternatives
Saratoga Health & Biotechnology Fund (SHPAX) 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 SHPAX. 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 SHPAX
SHPAX charges 2.90% annually. Among mutual funds in the Health & Biotech Equities category, these options have the lowest expense ratios among SHPAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | Feb 5, 2004 | SHPAX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.25% | Nov 12, 2001 | SHPAX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.30% | May 23, 1984 | SHPAX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | Oct 2, 2018 | SHPAX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | Oct 2, 2018 | SHPAX vs FIJYX |
Best Risk-Adjusted Alternatives to SHPAX
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 | SHPAX vs FBDIX | |
| Eventide Healthcare & Life Sciences Fund | 88 | Dec 26, 2012 | SHPAX vs ETIHX | |
| Fidelity Advisor Biotechnology Fund I Class | 83 | Dec 27, 2000 | SHPAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 83 | Oct 2, 2018 | SHPAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class A | 83 | Dec 27, 2000 | SHPAX vs FBTAX |
Top Performing SHPAX Alternatives (YTD)
SHPAX alternatives from the Health & Biotech Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Live Oak Health Sciences Fund | -1.53% | Jun 28, 2001 | SHPAX vs LOGSX | |
| Fidelity Select Pharmaceuticals Portfolio | -2.56% | Jun 17, 2001 | SHPAX vs FPHAX | |
| Fidelity Advisor Biotechnology Fund Class Z | -2.59% | Oct 2, 2018 | SHPAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | -2.62% | Dec 27, 2000 | SHPAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | -2.70% | Dec 27, 2000 | SHPAX vs FBTAX |
Lowest Volatility Alternatives to SHPAX
SHPAX 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 | SHPAX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 16.30% | Dec 20, 1999 | SHPAX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 16.32% | Oct 16, 2000 | SHPAX vs SHSSX | |
| Live Oak Health Sciences Fund | 16.35% | Jun 28, 2001 | SHPAX vs LOGSX | |
| Alger Health Sciences Fund | 16.42% | Apr 30, 2002 | SHPAX vs AHSAX |
Lowest Drawdown Alternatives to SHPAX
SHPAX 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 | SHPAX vs LOGSX | |
| Vanguard Health Care Fund Admiral Shares | -9.19% | Nov 12, 2001 | SHPAX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | -9.20% | May 23, 1984 | SHPAX vs VGHCX | |
| AlphaCentric LifeSci Healthcare Fund | -9.47% | Nov 28, 2019 | SHPAX vs LYFIX | |
| Alger Health Sciences Fund | -9.67% | Apr 30, 2002 | SHPAX vs AHSAX |
Other Mutual Funds from Saratoga
Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.
Often Compared With SHPAX
What investors most often compare with SHPAX, based on PortfoliosLab usage data.
Compare SHPAX with Any Fund or Stock
Compare SHPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.