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 | JPMorgan Healthcare Leaders ETF · JDOC diff. adviser | 35% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 2 | Schwab Health Care Fund · SWHFX diff. adviser | 33% | 0.80% | Charles Schwab Investment Management, Inc. |
| 3 | Portfolio Building Block World Pharma and Biotech Index ETF | 33% | — | — |
| 4 | iShares U.S. Healthcare ETF · IYH cheaper diff. adviser | 30% | 0.38% | BlackRock Fund Advisors |
| 5 | THE HARTFORD HEALTHCARE FUND · HGHAX, HGHCX, HGHYX, HGHIX, HGHRX, HGHSX, HGHTX, HGHFX, HGHVX diff. adviser | 29% | 0.94% | Hartford Funds Management Company, LLC |
| 6 | VANGUARD HEALTH CARE FUND · VGHCX, VGHAX cheaper diff. adviser | 28% | 0.32% | Wellington Management Company LLP |
| 7 | Invesco Pharmaceuticals ETF · PJP diff. adviser | 22% | 0.57% | Invesco Capital Management LLC |
| 8 | Humankind U.S. Stock ETF cheaper diff. adviser | 21% | 0.11% | Humankind Benefit Corp |
| 9 | Global X Health Care Covered Call & Growth ETF diff. adviser | 20% | 0.60% | Global X Management Company LLC |
| 10 | Invesco Health Care Fund · GGHCX, GTHCX, GTHIX, GGHYX, GTHRX diff. adviser | 20% | 0.72% | Invesco Advisers, Inc. |
| 11 | Chestnut Street Exchange Fund diff. adviser | 19% | — | Mitchell Sinkler & Starr Inc |
| 12 | Fidelity Advisor Health Care Fund · FACDX, FHCCX, FACTX, FHCIX, FIKCX diff. adviser | 18% | 0.56% | Fidelity Management & Research Company LLC |
| 13 | Health Sciences Fund | 18% | 0.85% | — |
| 14 | Nuveen Core Equity Fund · TIGRX, TRGIX, TIIRX, TRPGX, TGIHX, TGIWX cheaper diff. adviser | 18% | 0.00% | Teachers Advisors, LLC |
| 15 | Schwab Core Equity Fund · SWANX diff. adviser | 18% | 0.73% | Charles Schwab Investment Management, Inc. |
| 16 | Nuveen Sustainable Core ETF · NSCR diff. adviser | 18% | 0.45% | Nuveen Fund Advisors, LLC |
| 17 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 17% | 0.22% | Wellington Management Company LLP |
| 18 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX cheaper diff. adviser | 17% | 0.36% | Hartford Funds Management Company, LLC |
| 19 | Fidelity Focused Stock Fund · FTQGX, FSFMX, FSFJX, FSFGX, FSFNX, FSFOX diff. adviser | 17% | 0.61% | Fidelity Management & Research Company LLC |
| 20 | Harbor Human Capital Factor US Large Cap ETF · HAPI cheaper diff. adviser | 17% | 0.35% | Harbor Capital Advisors, Inc. |
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