Schwab Health Care Fund™ (SWHFX) Alternatives
Schwab Health Care Fund™ (SWHFX) 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 SWHFX. 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 SWHFX
SWHFX charges 0.80% annually. Among mutual funds in the Health & Biotech Equities category, these options have the lowest expense ratios among SWHFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | Feb 5, 2004 | SWHFX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.25% | Nov 12, 2001 | SWHFX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.30% | May 23, 1984 | SWHFX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | Oct 2, 2018 | SWHFX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | Oct 2, 2018 | SWHFX vs FIJYX |
Best Risk-Adjusted Alternatives to SWHFX
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 | SWHFX vs FBDIX | |
| Eventide Healthcare & Life Sciences Fund | 88 | Dec 26, 2012 | SWHFX vs ETIHX | |
| Fidelity Advisor Biotechnology Fund I Class | 83 | Dec 27, 2000 | SWHFX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 83 | Oct 2, 2018 | SWHFX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class A | 83 | Dec 27, 2000 | SWHFX vs FBTAX |
Top Performing SWHFX Alternatives (YTD)
SWHFX alternatives from the Health & Biotech Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Saratoga Health & Biotechnology Fund | -1.13% | Jul 14, 1999 | SWHFX vs SHPAX | |
| Live Oak Health Sciences Fund | -1.53% | Jun 28, 2001 | SWHFX vs LOGSX | |
| Fidelity Select Pharmaceuticals Portfolio | -2.56% | Jun 17, 2001 | SWHFX vs FPHAX | |
| Fidelity Advisor Biotechnology Fund Class Z | -2.59% | Oct 2, 2018 | SWHFX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | -2.62% | Dec 27, 2000 | SWHFX vs FBTIX |
Lowest Volatility Alternatives to SWHFX
SWHFX 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 | SWHFX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 16.30% | Dec 20, 1999 | SWHFX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 16.32% | Oct 16, 2000 | SWHFX vs SHSSX | |
| Live Oak Health Sciences Fund | 16.35% | Jun 28, 2001 | SWHFX vs LOGSX | |
| Alger Health Sciences Fund | 16.42% | Apr 30, 2002 | SWHFX vs AHSAX |
Lowest Drawdown Alternatives to SWHFX
SWHFX 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 | SWHFX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | -7.87% | Jul 14, 1999 | SWHFX vs SHPAX | |
| Vanguard Health Care Fund Admiral Shares | -9.19% | Nov 12, 2001 | SWHFX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | -9.20% | May 23, 1984 | SWHFX vs VGHCX | |
| AlphaCentric LifeSci Healthcare Fund | -9.47% | Nov 28, 2019 | SWHFX vs LYFIX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | SWHFX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWHFX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWHFX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWHFX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWHFX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWHFX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWHFX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWHFX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWHFX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWHFX vs SFLNX |
Often Compared With SWHFX
What investors most often compare with SWHFX, based on PortfoliosLab usage data.
Compare SWHFX with Any Fund or Stock
Compare SWHFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.