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% | 19.00B | Feb 2004 | SHSAX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 37.00B | Nov 2001 | SHSAX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 37.00B | 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 43. There are 32 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 | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | SHSAX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 94 | — | Oct 2018 | SHSAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 94 | — | Dec 2000 | SHSAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 94 | — | Dec 2000 | SHSAX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 94 | — | Dec 2000 | SHSAX vs FBTTX |
Top Performing SHSAX Alternatives (YTD)
SHSAX is at 5.07% YTD. There are 38 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 24.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 24.40% | — | Oct 2018 | SHSAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 24.32% | — | Dec 2000 | SHSAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 24.15% | — | Dec 2000 | SHSAX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 23.98% | — | Dec 2000 | SHSAX vs FBTTX | |
| Fidelity Advisor Biotechnology Fund Class C | 23.69% | — | Dec 2000 | SHSAX vs FBTCX |
Lowest Volatility Alternatives to SHSAX
SHSAX has 14.93% 1-year volatility. There is 1 mutual fund in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.13%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.13% | — | Aug 1989 | SHSAX vs GGHCX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.94% | — | Oct 2000 | SHSAX vs SHSSX | |
| Live Oak Health Sciences Fund | 14.98% | — | Jun 2001 | SHSAX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 15.04% | — | Jul 1999 | SHSAX vs SHPAX | |
| Putnam Global Health Care Fund | 15.22% | — | 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 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | SHSAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | SHSAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | SHSAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | SHSAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | SHSAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | SHSAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | SHSAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | SHSAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | SHSAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | SHSAX vs FAMRX |
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