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 a closer substitute for your current allocation.
Cheapest Alternatives to SWHFX
SWHFX charges 0.80% annually. There are 15 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 | SWHFX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 37.00B | Nov 2001 | SWHFX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 37.00B | May 1984 | SWHFX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | SWHFX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | SWHFX vs FIJYX |
Best Risk-Adjusted Alternatives to SWHFX
SWHFX has a PortfoliosLab risk / return rank of 12. There are 43 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 | SWHFX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 94 | — | Oct 2018 | SWHFX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 94 | — | Dec 2000 | SWHFX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 94 | — | Dec 2000 | SWHFX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 94 | — | Dec 2000 | SWHFX vs FBTTX |
Top Performing SWHFX Alternatives (YTD)
SWHFX is at 3.45% YTD. There are 44 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 | SWHFX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 24.32% | — | Dec 2000 | SWHFX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 24.15% | — | Dec 2000 | SWHFX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 23.98% | — | Dec 2000 | SWHFX vs FBTTX | |
| Fidelity Advisor Biotechnology Fund Class C | 23.69% | — | Dec 2000 | SWHFX vs FBTCX |
Lowest Volatility Alternatives to SWHFX
SWHFX has 16.73% 1-year volatility. There are 22 mutual funds 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 | SWHFX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.93% | — | Dec 1999 | SWHFX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.94% | — | Oct 2000 | SWHFX vs SHSSX | |
| Live Oak Health Sciences Fund | 14.98% | — | Jun 2001 | SWHFX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 15.04% | — | Jul 1999 | SWHFX vs SHPAX |
Lowest Drawdown Alternatives to SWHFX
SWHFX has a 1-year max drawdown of -13.74%. There are 39 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 | SWHFX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | SWHFX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | SWHFX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | SWHFX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | SWHFX vs FIJYX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 8 categories. AUM among these funds goes as high as $248B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 65 | 11.35% | 145.69B | May 1997 | SWHFX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SWHFX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 11.84% | 44.59B | Jun 1999 | SWHFX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.08% | 4.94B | Dec 2017 | SWHFX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 10.45% | 14.63B | May 1997 | SWHFX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 19 | 0.06% | 8.31B | — | SWHFX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 61 | 11.62% | 22.48B | Apr 1991 | SWHFX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 9.59% | 626.43M | Oct 2005 | SWHFX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 16.34% | 12.97B | Apr 2007 | SWHFX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 65 | 20.72% | 7.67B | May 1997 | SWHFX vs SWSSX |
Often Compared With SWHFX
Investors most often compare SWHFX with FHLC, VHT, SCHD. These 20 comparison targets span 9 categories, 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.
Pair SWHFX with funds that move differently
Schwab Health Care Fund™ alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWHFX.
Explore SWHFX Diversifiers