BlackRock Technology Opportunities Institutional (BGSIX) 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 BGSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGSIX
BGSIX charges 0.93% annually. There are 36 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% | 170.10B | Mar 2004 | BGSIX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | BGSIX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | BGSIX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | BGSIX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | BGSIX vs FIKHX |
Best Risk-Adjusted Alternatives to BGSIX
BGSIX has a PortfoliosLab risk / return rank of 51. 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 | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | BGSIX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | — | Jul 1985 | BGSIX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | BGSIX vs CCOYX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Nov 2001 | BGSIX vs SCMIX | |
| Columbia Seligman Technology and Information Fund | 95 | — | Jun 1983 | BGSIX vs SLMCX |
Top Performing BGSIX Alternatives (YTD)
BGSIX is at 34.75% YTD. There are 24 mutual funds in the Technology Equities category with higher YTD returns, going as high as 78.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 78.03% | — | Jul 1985 | BGSIX vs FDCPX | |
| Rydex Electronics Fund | 77.01% | — | Mar 1998 | BGSIX vs RYSIX | |
| Fidelity Advisor Semiconductors Fund Class Z | 69.86% | — | Oct 2018 | BGSIX vs FIKGX | |
| Fidelity Select Semiconductors Portfolio | 69.83% | — | Jul 1985 | BGSIX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class I | 69.76% | — | Dec 2000 | BGSIX vs FELIX |
Lowest Volatility Alternatives to BGSIX
BGSIX has 29.82% 1-year volatility. There are 55 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.47% | — | Nov 1993 | BGSIX vs GTTIX | |
| Towpath Technology Fund | 15.56% | — | Feb 2021 | BGSIX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 16.09% | 6.30B | Mar 2005 | BGSIX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 17.86% | — | Oct 1997 | BGSIX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 19.26% | — | Oct 2019 | BGSIX vs AIO |
Lowest Drawdown Alternatives to BGSIX
BGSIX has a 1-year max drawdown of -18.42%. There are 54 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 | BGSIX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | BGSIX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | BGSIX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | BGSIX vs BOGSX | |
| Virtus Artificial Intelligence & Technology Opport... | -11.42% | — | Oct 2019 | BGSIX vs AIO |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | BGSIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | BGSIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | BGSIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | BGSIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | BGSIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | BGSIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | BGSIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | BGSIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | BGSIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | BGSIX vs FAMRX |
Often Compared With BGSIX
Investors most often compare BGSIX with QQQ, VUG, VGT. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BGSIX with Any Fund or Stock
Compare BGSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGSIX with funds that move differently
BlackRock Technology Opportunities Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGSIX.
Explore BGSIX Diversifiers