BlackRock Technology Opportunities Institutional (BGSIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to BGSIX

BGSIX charges 0.93% annually. Among mutual funds in the Technology Equities category, these options have the lowest expense ratios among BGSIX alternatives.

Symbol	Name	Expense Ratio	Inception
VITAX	Vanguard Information Technology Index Fund Admiral...	0.10%	Mar 25, 2004	BGSIX vs VITAX
VTCAX	Vanguard Communication Services Index Fund Admiral...	0.10%	Mar 11, 2005	BGSIX vs VTCAX
FDTRX	Franklin DynaTech Fund Class R6	0.48%	Jun 24, 2013	BGSIX vs FDTRX
AAIZX	Alger AI Enablers & Adopters Z	0.55%	Apr 4, 2024	BGSIX vs AAIZX
FIKHX	Fidelity Advisor Technology Fund Class Z	0.59%	Oct 2, 2018	BGSIX vs FIKHX

Best Risk-Adjusted Alternatives to BGSIX

Among mutual funds in the Technology Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
ARKVX	ARK Venture Fund	99	Sep 23, 2022	BGSIX vs ARKVX
FDCPX	Fidelity Select Tech Hardware Portfolio	97	Jul 28, 1985	BGSIX vs FDCPX
FSELX	Fidelity Select Semiconductors Portfolio	96	Jul 29, 1985	BGSIX vs FSELX
FELIX	Fidelity Advisor Semiconductors Fund Class I	95	Dec 27, 2000	BGSIX vs FELIX
FELAX	Fidelity Advisor Semiconductors Fund Class A	95	Dec 27, 2000	BGSIX vs FELAX

Top Performing BGSIX Alternatives (YTD)

BGSIX alternatives from the Technology Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
ALTEX	Firsthand Alternative Energy Fund	15.57%	Oct 28, 2007	BGSIX vs ALTEX
FDCPX	Fidelity Select Tech Hardware Portfolio	13.68%	Jul 28, 1985	BGSIX vs FDCPX
RYSIX	Rydex Electronics Fund	7.77%	Mar 31, 1998	BGSIX vs RYSIX
FIKGX	Fidelity Advisor Semiconductors Fund Class Z	7.52%	Oct 2, 2018	BGSIX vs FIKGX
FELIX	Fidelity Advisor Semiconductors Fund Class I	7.49%	Dec 27, 2000	BGSIX vs FELIX

Lowest Volatility Alternatives to BGSIX

BGSIX alternatives from the Technology Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
GTTIX	Gabelli Global Content & Connectivity Fund Class I	14.69%	Nov 1, 1993	BGSIX vs GTTIX
TOWTX	Towpath Technology Fund	18.38%	Feb 2, 2021	BGSIX vs TOWTX
ARKVX	ARK Venture Fund	18.40%	Sep 23, 2022	BGSIX vs ARKVX
VTCAX	Vanguard Communication Services Index Fund Admiral...	20.35%	Mar 11, 2005	BGSIX vs VTCAX
NWJCX	Nationwide NYSE Arca Tech 100 Index Fund	22.74%	Jun 9, 1996	BGSIX vs NWJCX

Lowest Drawdown Alternatives to BGSIX

BGSIX alternatives from the Technology Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ARKVX	ARK Venture Fund	-8.14%	Sep 23, 2022	BGSIX vs ARKVX
GTTIX	Gabelli Global Content & Connectivity Fund Class I	-9.20%	Nov 1, 1993	BGSIX vs GTTIX
TOWTX	Towpath Technology Fund	-11.62%	Feb 2, 2021	BGSIX vs TOWTX
NWJCX	Nationwide NYSE Arca Tech 100 Index Fund	-12.75%	Jun 9, 1996	BGSIX vs NWJCX
BOGSX	Black Oak Emerging Technology Fund	-12.77%	Dec 28, 2000	BGSIX vs BOGSX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	65	-6.04%	Jan 18, 2000	BGSIX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	8	-9.18%	Feb 4, 2004	BGSIX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	75	-2.15%	Sep 6, 1994	BGSIX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	59	-4.05%	Sep 6, 1994	BGSIX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	58	-4.63%	Jul 30, 1993	BGSIX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	19	-4.58%	Sep 28, 2021	BGSIX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	74	-1.33%	May 30, 2011	BGSIX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	79	-0.70%	Dec 30, 1991	BGSIX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	9	6.72%	Jul 30, 2010	BGSIX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	29	-5.83%	Aug 30, 2005	BGSIX vs BDJ

Often Compared With BGSIX

What investors most often compare with BGSIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	65	-4.76%	Mar 10, 1999	BGSIX vs QQQ
VUG	Vanguard Growth ETF	Large Cap Growth Equities	44	-9.39%	Nov 13, 2000	BGSIX vs VUG
VGT	Vanguard Information Technology ETF	Technology Equities	62	-6.16%	Mar 25, 2004	BGSIX vs VGT
XLK	State Street Technology Select Sector SPDR ETF	Technology Equities	65	-6.18%	Dec 16, 1998	BGSIX vs XLK
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	59	-4.39%	May 19, 1997	BGSIX vs SWPPX
FSPTX	Fidelity Select Technology Portfolio	Technology Equities	78	-4.01%	Jul 13, 1981	BGSIX vs FSPTX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	38	-10.40%	Nov 13, 2000	BGSIX vs VIGAX
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	BGSIX vs VOO
^NDX	NASDAQ 100 Index		76	-4.87%	—	BGSIX vs ^NDX
MSTY	YieldMax™ MSTR Option Income Strategy ETF	Derivative Income	2	-14.76%	Feb 21, 2024	BGSIX vs MSTY
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	50	-6.28%	Apr 15, 2000	BGSIX vs BGSAX
VWUSX	Vanguard U.S. Growth Fund Investor Shares	Large Cap Growth Equities	22	-11.82%	Jan 6, 1959	BGSIX vs VWUSX
FXAIX	Fidelity 500 Index Fund	S&P 500	60	-4.34%	Feb 17, 1988	BGSIX vs FXAIX
PRMTX	T. Rowe Price Communications & Technology Fund	Communications Equities	83	-7.10%	Oct 12, 1993	BGSIX vs PRMTX
ICTEX	ICON Health and Information Technology Fund	Technology Equities	75	-0.65%	Feb 18, 1997	BGSIX vs ICTEX
VUIAX	Vanguard Utilities Index Fund Admiral Shares	Utilities Equities	66	7.79%	Apr 28, 2004	BGSIX vs VUIAX
PRGFX	T. Rowe Price Growth Stock Fund	Large Cap Growth Equities	23	-11.25%	Apr 11, 1950	BGSIX vs PRGFX
CCOYX	Columbia Seligman Technology and Information Fund ...	Technology Equities	93	5.84%	Jun 23, 1983	BGSIX vs CCOYX
MALOX	BlackRock Global Allocation Fund	Global Allocation	82	-2.21%	Feb 2, 1989	BGSIX vs MALOX
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	54	-9.59%	Sep 30, 1985	BGSIX vs PRWAX

Compare BGSIX with Any Fund or Stock

Compare BGSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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BlackRock Technology Opportunities Institutional

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