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 | iShares U.S. Healthcare Providers ETF · IHF cheaper diff. adviser | 54% | 0.38% | BlackRock Fund Advisors |
| 2 | State Street(R) SPDR(R) S&P(R) Health Care Services ETF · XHS cheaper diff. adviser | 43% | 0.35% | SSGA Funds Management, Inc. |
| 3 | Saratoga Health & Biotechnology Fund · SBHIX, SHPCX, SHPAX diff. adviser | 21% | 2.60% | Saratoga Capital Management, LLC |
| 4 | First Trust Health Care AlphaDEX Fund · FXH cheaper diff. adviser | 19% | 0.61% | First Trust Advisors L.P. |
| 5 | LIVE OAK HEALTH SCIENCES FUND · LOGSX diff. adviser | 19% | 1.04% | Oak Associates, Ltd. |
| 6 | Invesco V.I. Health Care Fund diff. adviser | 19% | 0.99% | Invesco Advisers, Inc. |
| 7 | Invesco Health Care Fund · GGHCX, GTHCX, GTHIX, GGHYX, GTHRX diff. adviser | 18% | 0.72% | Invesco Advisers, Inc. |
| 8 | Invesco S&P 500 Equal Weight Health Care ETF · RSPH cheaper diff. adviser | 17% | 0.40% | Invesco Capital Management LLC |
| 9 | Fidelity MSCI Health Care Index ETF · FHLC cheaper | 16% | 0.08% | Fidelity Management & Research Company LLC |
| 10 | THE HARTFORD HEALTHCARE FUND · HGHAX, HGHCX, HGHYX, HGHIX, HGHRX, HGHSX, HGHTX, HGHFX, HGHVX diff. adviser | 15% | 0.94% | Hartford Funds Management Company, LLC |
| 11 | State Street(R) Health Care Select Sector SPDR(R) ETF · XLV cheaper diff. adviser | 15% | 0.08% | SSGA Funds Management, Inc. |
| 12 | THRIVENT HEALTHCARE PORTFOLIO diff. adviser | 15% | 0.86% | Thrivent Financial for Lutherans |
| 13 | HARTFORD HEALTHCARE HLS FUND · HIAHX, HBGHX diff. adviser | 15% | 0.93% | Hartford Funds Management Company, LLC |
| 14 | PROFUND VP HEALTH CARE diff. adviser | 15% | 1.68% | ProFund Advisors LLC |
| 15 | VANGUARD HEALTH CARE INDEX FUND · VHCIX, VHT cheaper diff. adviser | 15% | 0.09% | The Vanguard Group, Inc. |
| 16 | JNL/Mellon Healthcare Sector Fund cheaper diff. adviser | 14% | 0.28% | Jackson National Asset Management, LLC |
| 17 | Roundhill UNH WeeklyPay ETF · UNHW diff. adviser | 14% | 0.99% | Roundhill Financial Inc |
| 18 | Health Care Fund · RYHIX, RYHAX, RYHEX, RYHCX diff. adviser | 14% | 1.40% | Security Investors, LLC |
| 19 | Health Care Fund diff. adviser | 14% | 1.73% | Security Investors, LLC |
| 20 | VanEck Retail ETF · RTH cheaper diff. adviser | 14% | 0.35% | Van Eck Associates Corporation |
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