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 | Putnam Global Health Care Fund · PHSTX, PHSBX, PCHSX, PHSRX, PHSYX diff. adviser | 64% | 0.70% | Putnam Investment Management, LLC |
| 2 | Putnam VT Global Health Care Fund diff. adviser | 62% | 0.73% | Putnam Investment Management, LLC |
| 3 | Eaton Vance Worldwide Health Sciences Fund · ETHSX, ECHSX, ERHSX, EIHSX diff. adviser | 58% | 0.93% | Eaton Vance Management |
| 4 | Schwab Health Care Fund · SWHFX diff. adviser | 56% | 0.80% | Charles Schwab Investment Management, Inc. |
| 5 | iShares Global Healthcare ETF · IXJ cheaper diff. adviser | 56% | 0.40% | BlackRock Fund Advisors |
| 6 | DWS Health and Wellness Fund · SUHAX, SUHCX, SCHLX, SUHIX diff. adviser | 55% | 1.03% | DWS Investment Management Americas, Inc. |
| 7 | Tema Heart & Health ETF · HRTS diff. adviser | 55% | 0.75% | Tema Global Limited, Tema ETFs LLC |
| 8 | HARTFORD HEALTHCARE HLS FUND · HIAHX, HBGHX diff. adviser | 55% | 0.93% | Hartford Funds Management Company, LLC |
| 9 | THE HARTFORD HEALTHCARE FUND · HGHAX, HGHCX, HGHYX, HGHIX, HGHRX, HGHSX, HGHTX, HGHFX, HGHVX diff. adviser | 54% | 0.94% | Hartford Funds Management Company, LLC |
| 10 | State Street(R) Health Care Select Sector SPDR(R) ETF · XLV cheaper diff. adviser | 54% | 0.08% | SSGA Funds Management, Inc. |
| 11 | JNL/Mellon Healthcare Sector Fund cheaper diff. adviser | 53% | 0.28% | Jackson National Asset Management, LLC |
| 12 | Fidelity MSCI Health Care Index ETF · FHLC cheaper diff. adviser | 52% | 0.08% | Fidelity Management & Research Company LLC |
| 13 | VANGUARD HEALTH CARE FUND · VGHCX, VGHAX cheaper diff. adviser | 51% | 0.32% | Wellington Management Company LLP |
| 14 | BlackRock Health Sciences Opportunities Portfolio · SHSSX, SHISX, SHSAX, SHSCX diff. adviser | 51% | 0.75% | BlackRock Advisors, LLC |
| 15 | PROFUND VP HEALTH CARE diff. adviser | 51% | 1.68% | ProFund Advisors LLC |
| 16 | VANGUARD HEALTH CARE INDEX FUND · VHCIX, VHT cheaper diff. adviser | 51% | 0.09% | The Vanguard Group, Inc. |
| 17 | Health Sciences Portfolio diff. adviser | 50% | 0.94% | Pacific Life Fund Advisors LLC |
| 18 | BlackRock Health Sciences Trust | 50% | — | — |
| 19 | Portfolio Building Block World Pharma and Biotech Index ETF | 50% | — | — |
| 20 | THRIVENT HEALTHCARE PORTFOLIO diff. adviser | 49% | 0.86% | Thrivent Financial for Lutherans |
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