BlackRock Health Sciences Opportunities Portfolio (SHSAX) 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 SHSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SHSAX
SHSAX charges 1.09% annually. There are 34 mutual funds in the Health & Biotech Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | 20.40B | Feb 2004 | SHSAX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 38.80B | Nov 2001 | SHSAX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 38.80B | May 1984 | SHSAX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | SHSAX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | SHSAX vs FIJYX |
Best Risk-Adjusted Alternatives to SHSAX
SHSAX has a PortfoliosLab risk / return rank of 65. There are 31 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 | SHSAX vs AHSAX | |
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | SHSAX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund I Class | 95 | — | Dec 2000 | SHSAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 95 | — | Oct 2018 | SHSAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class A | 95 | — | Dec 2000 | SHSAX vs FBTAX |
Top Performing SHSAX Alternatives (YTD)
SHSAX is at 5.93% YTD. There are 33 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 23.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 23.82% | — | Oct 2018 | SHSAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 23.73% | — | Dec 2000 | SHSAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 23.56% | — | Dec 2000 | SHSAX vs FBTAX | |
| Alger Health Sciences Fund | 23.38% | — | Apr 2002 | SHSAX vs AHSAX | |
| Fidelity Advisor Biotechnology Fund Class M | 23.36% | — | Dec 2000 | SHSAX vs FBTTX |
Lowest Volatility Alternatives to SHSAX
SHSAX has 14.93% 1-year volatility. There are 2 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.28% | — | Aug 1989 | SHSAX vs GGHCX | |
| Live Oak Health Sciences Fund | 14.83% | — | Jun 2001 | SHSAX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 14.93% | — | Jul 1999 | SHSAX vs SHPAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.94% | — | Oct 2000 | SHSAX vs SHSSX | |
| Putnam Global Health Care Fund | 15.20% | — | May 1982 | SHSAX vs PHSTX |
Lowest Drawdown Alternatives to SHSAX
SHSAX has a 1-year max drawdown of -9.87%. There are 20 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 | SHSAX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | SHSAX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | SHSAX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | SHSAX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | SHSAX vs FIJYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With SHSAX
Investors most often compare SHSAX with ALARX, DLHIX, PHRAX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare SHSAX with Any Fund or Stock
Compare SHSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SHSAX with funds that move differently
BlackRock Health Sciences Opportunities Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHSAX.
Explore SHSAX Diversifiers