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 1.14% annually. There are 47 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 169.20B | Mar 2004 | BGSAX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 5.90B | Mar 2005 | BGSAX vs VTCAX | |
| 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 30. There are 42 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | BGSAX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 94 | — | Jul 1985 | BGSAX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 93 | — | Jun 1983 | BGSAX vs SLMCX | |
| Columbia Seligman Technology and Information Fund ... | 93 | — | Nov 2001 | BGSAX vs SCMIX | |
| Columbia Seligman Technology and Information Fund ... | 93 | — | Jun 1983 | BGSAX vs CCOYX |
Top Performing BGSAX Alternatives (YTD)
BGSAX is at 22.08% YTD. There are 27 mutual funds in the Technology Equities category with higher YTD returns, going as high as 61.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 61.12% | — | Jul 1985 | BGSAX vs FDCPX | |
| Rydex Electronics Fund | 54.19% | — | Mar 1998 | BGSAX vs RYSIX | |
| Fidelity Advisor Semiconductors Fund Class Z | 48.27% | — | Oct 2018 | BGSAX vs FIKGX | |
| Fidelity Select Semiconductors Portfolio | 48.22% | — | Jul 1985 | BGSAX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class I | 48.18% | — | Dec 2000 | BGSAX vs FELIX |
Lowest Volatility Alternatives to BGSAX
BGSAX has 32.23% 1-year volatility. There are 60 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.69% | — | Nov 1993 | BGSAX vs GTTIX | |
| Towpath Technology Fund | 15.77% | — | Feb 2021 | BGSAX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 17.02% | 5.90B | Mar 2005 | BGSAX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 18.28% | — | Oct 1997 | BGSAX vs STPAX | |
| ARK Venture Fund | 19.90% | — | Sep 2022 | BGSAX vs ARKVX |
Lowest Drawdown Alternatives to BGSAX
BGSAX has a 1-year max drawdown of -20.84%. There are 52 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 | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | BGSAX vs NWJCX | |
| Towpath Technology Fund | -11.62% | — | Feb 2021 | BGSAX vs TOWTX | |
| Columbia Seligman Technology and Information Fund ... | -12.76% | — | Nov 2001 | BGSAX vs SCMIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | BGSAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | BGSAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | BGSAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | BGSAX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | BGSAX vs BDJ | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | BGSAX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | BGSAX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | BGSAX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | BGSAX vs BRHYX | |
| Fidelity Select Financial Services Portfolio | Financials Equities | 15 | 9.69% | — | Dec 1981 | BGSAX vs FIDSX |
Often Compared With BGSAX
Investors most often compare BGSAX with VGT, QQQ, VOO. These 20 comparison targets span 13 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