Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Tema Heart & Health ETF · HRTS | 38% | 0.75% | Tema Global Limited, Tema ETFs LLC |
| 2 | Portfolio Building Block World Pharma and Biotech Index ETF | 32% | — | — |
| 3 | Putnam VT Global Health Care Fund cheaper diff. adviser | 30% | 0.73% | Putnam Investment Management, LLC |
| 4 | EQ/T.Rowe Price Health Sciences Portfolio diff. adviser | 29% | 0.95% | Equitable Investment Management Group, LLC |
| 5 | T. Rowe Price Health Sciences Portfolio · QAAGZX, QAAHBX diff. adviser | 28% | 0.85% | T. Rowe Price Associates, Inc. |
| 6 | T. Rowe Price Health Sciences Fund, Inc. · PRHSX, THISX cheaper diff. adviser | 28% | 0.68% | T. Rowe Price Associates, Inc. |
| 7 | Putnam Global Health Care Fund · PHSTX, PHSBX, PCHSX, PHSRX, PHSYX cheaper diff. adviser | 28% | 0.70% | Putnam Investment Management, LLC |
| 8 | iShares Global Healthcare ETF · IXJ cheaper diff. adviser | 27% | 0.40% | BlackRock Fund Advisors |
| 9 | Nomura Healthcare Fund · DLHAX, DLHCX, DLRHX, DLHIX diff. adviser | 26% | 0.96% | Macquarie Investment Management Business Trust |
| 10 | Schwab Health Care Fund · SWHFX diff. adviser | 26% | 0.80% | Charles Schwab Investment Management, Inc. |
| 11 | Horizon Kinetics Medical ETF · MEDX diff. adviser | 25% | 0.85% | Horizon Kinetics Asset Management LLC |
| 12 | Health Sciences Trust · JAFMX, JEHSX, JAFKX diff. adviser | 25% | 0.84% | John Hancock Variable Trust Advisers LLC |
| 13 | First Trust Nasdaq Pharmaceuticals ETF · FTXH cheaper diff. adviser | 25% | 0.60% | First Trust Advisors L.P. |
| 14 | Health Sciences Portfolio diff. adviser | 25% | 0.94% | Pacific Life Fund Advisors LLC |
| 15 | Lord Abbett Health Care Fund · LHCAX, LHCCX, LHCFX, LHCOX, LHCIX, LHCQX, LHCSX, LHCVX, LHCTX cheaper diff. adviser | 25% | 0.68% | Lord, Abbett & Co. LLC |
| 16 | BlackRock Health Sciences Trust | 25% | — | — |
| 17 | Eaton Vance Worldwide Health Sciences Fund · ETHSX, ECHSX, ERHSX, EIHSX diff. adviser | 25% | 0.93% | Eaton Vance Management |
| 18 | JPMorgan Healthcare Leaders ETF · JDOC cheaper diff. adviser | 25% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 19 | BlackRock Health Sciences Opportunities Portfolio · SHSSX, SHISX, SHSAX, SHSCX diff. adviser | 24% | 0.75% | BlackRock Advisors, LLC |
| 20 | DWS Health and Wellness Fund · SUHAX, SUHCX, SCHLX, SUHIX diff. adviser | 24% | 1.03% | DWS Investment Management Americas, Inc. |
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