BlackRock Technology Opportunities Fund Investor A (BGSAX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BGSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGSAX
BGSAX charges 1.20% annually. There are 47 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | BGSAX vs VTCAX | |
| Vanguard Information Technology Index Fund Admiral... | 0.10% | 144.20B | Mar 2004 | BGSAX vs VITAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | BGSAX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | BGSAX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | BGSAX vs FIKHX |
Best Risk-Adjusted Alternatives to BGSAX
BGSAX has a PortfoliosLab risk / return rank of 73. There are 45 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 99 | — | Jul 1985 | BGSAX vs FDCPX | |
| ARK Venture Fund | 98 | — | Sep 2022 | BGSAX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 98 | — | Nov 2009 | BGSAX vs STK | |
| Fidelity Advisor Semiconductors Fund Class Z | 97 | — | Oct 2018 | BGSAX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 97 | — | Dec 2000 | BGSAX vs FELIX |
Top Performing BGSAX Alternatives (YTD)
BGSAX is at 43.98% YTD. There are 22 mutual funds in the Technology Equities category with higher YTD returns, going as high as 87.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 87.82% | — | Mar 1998 | BGSAX vs RYSIX | |
| Fidelity Select Semiconductors Portfolio | 85.56% | — | Jul 1985 | BGSAX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 85.07% | — | Oct 2018 | BGSAX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 84.99% | — | Dec 2000 | BGSAX vs FELIX | |
| Fidelity Advisor Semiconductors Fund Class A | 84.79% | — | Dec 2000 | BGSAX vs FELAX |
Lowest Volatility Alternatives to BGSAX
BGSAX has 24.75% 1-year volatility. There are 48 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.00% | — | Nov 1993 | BGSAX vs GTTIX | |
| Towpath Technology Fund | 14.63% | — | Feb 2021 | BGSAX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.38% | 6.30B | Mar 2005 | BGSAX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 16.51% | — | Oct 1997 | BGSAX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 17.86% | — | Oct 2019 | BGSAX vs AIO |
Lowest Drawdown Alternatives to BGSAX
BGSAX has a 1-year max drawdown of -18.49%. There are 56 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | BGSAX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | BGSAX vs GTTIX | |
| Fidelity Select Tech Hardware Portfolio | -9.68% | — | Jul 1985 | BGSAX vs FDCPX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | BGSAX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | BGSAX vs BOGSX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | BGSAX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BGSAX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BGSAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BGSAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BGSAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | BGSAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BGSAX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BGSAX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BGSAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BGSAX vs ASFYX |
Often Compared With BGSAX
Investors most often compare BGSAX with VGT, QQQ, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BGSAX with Any Fund or Stock
Compare BGSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGSAX with funds that move differently
BlackRock Technology Opportunities Fund Investor A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGSAX.
Explore BGSAX Diversifiers