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% | 18.50B | Feb 2004 | SHSAX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.25% | 36.80B | Nov 2001 | SHSAX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.30% | 36.80B | 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 15. There are 30 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 91 | — | Sep 1997 | SHSAX vs FBDIX | |
| Eventide Healthcare & Life Sciences Fund | 80 | — | Dec 2012 | SHSAX vs ETIHX | |
| Fidelity Select Biotechnology Portfolio | 80 | — | Dec 1985 | SHSAX vs FBIOX | |
| Fidelity Advisor Biotechnology Fund Class Z | 76 | — | Oct 2018 | SHSAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 75 | — | Dec 2000 | SHSAX vs FBTIX |
Top Performing SHSAX Alternatives (YTD)
SHSAX is at -3.86% YTD. There are 40 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 6.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Pharmaceuticals Portfolio | 6.75% | — | Jun 2001 | SHSAX vs FPHAX | |
| Rydex Biotechnology Fund | 5.72% | — | Mar 1998 | SHSAX vs RYOIX | |
| Franklin Biotechnology Discovery Fund | 5.57% | — | Sep 1997 | SHSAX vs FBDIX | |
| Fidelity Select Biotechnology Portfolio | 3.85% | — | Dec 1985 | SHSAX vs FBIOX | |
| abrdn World Healthcare Fund | 2.78% | — | Jun 2015 | SHSAX vs THW |
Lowest Volatility Alternatives to SHSAX
SHSAX has 13.67% 1-year volatility. There is 1 mutual fund in the Health & Biotech Equities category with lower 1-year volatility, going as low as 13.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 13.02% | — | Aug 1989 | SHSAX vs GGHCX | |
| Health Sciences Opportunities Fund Class Instituti... | 13.68% | — | Oct 2000 | SHSAX vs SHSSX | |
| Live Oak Health Sciences Fund | 14.02% | — | Jun 2001 | SHSAX vs LOGSX | |
| Putnam Global Health Care Fund | 14.12% | — | Aug 2020 | SHSAX vs PGHAX | |
| Putnam Global Health Care Fund | 14.12% | — | 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 | -7.65% | — | Jun 2001 | SHSAX vs LOGSX | |
| Franklin Biotechnology Discovery Fund | -7.74% | — | Sep 1997 | SHSAX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund I Class | -8.13% | — | Dec 2000 | SHSAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.13% | — | Oct 2018 | SHSAX vs FIJYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 76 | 20.81% | — | Jan 2000 | SHSAX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.11% | 13.70B | Feb 2004 | SHSAX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | SHSAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | SHSAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | SHSAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 32 | 12.58% | — | Sep 2021 | SHSAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | SHSAX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | SHSAX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | SHSAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | SHSAX vs ASFYX |
Often Compared With SHSAX
Investors most often compare SHSAX with ALARX, DLHIX, PHRAX. These 20 comparison targets span 11 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