BlackRock Technology Opportunities Fund Class K (BTEKX) 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 BTEKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BTEKX
BTEKX charges 0.84% annually. There are 23 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 | BTEKX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | BTEKX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | BTEKX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | BTEKX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | BTEKX vs FIKHX |
Best Risk-Adjusted Alternatives to BTEKX
BTEKX has a PortfoliosLab risk / return rank of 59. There are 40 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 | BTEKX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 98 | — | Jul 1985 | BTEKX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 96 | — | Nov 2001 | BTEKX vs SCMIX | |
| Columbia Seligman Technology and Information Fund ... | 96 | — | Jun 1983 | BTEKX vs CCOYX | |
| Columbia Seligman Technology and Information Fund | 96 | — | Jun 1983 | BTEKX vs SLMCX |
Top Performing BTEKX Alternatives (YTD)
BTEKX is at 36.01% YTD. There are 21 mutual funds in the Technology Equities category with higher YTD returns, going as high as 82.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 82.71% | — | Mar 1998 | BTEKX vs RYSIX | |
| Fidelity Select Tech Hardware Portfolio | 81.80% | — | Jul 1985 | BTEKX vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 74.97% | — | Jul 1985 | BTEKX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 74.74% | — | Oct 2018 | BTEKX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 74.65% | — | Dec 2000 | BTEKX vs FELIX |
Lowest Volatility Alternatives to BTEKX
BTEKX has 28.52% 1-year volatility. There are 53 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.64% | — | Nov 1993 | BTEKX vs GTTIX | |
| Towpath Technology Fund | 15.27% | — | Feb 2021 | BTEKX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.76% | 6.30B | Mar 2005 | BTEKX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 17.53% | — | Oct 1997 | BTEKX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 18.85% | — | Oct 2019 | BTEKX vs AIO |
Lowest Drawdown Alternatives to BTEKX
BTEKX has a 1-year max drawdown of -18.37%. There are 55 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 | BTEKX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | BTEKX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | BTEKX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | BTEKX vs BOGSX | |
| Virtus Artificial Intelligence & Technology Opport... | -11.42% | — | Oct 2019 | BTEKX 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 | 35 | 11.91% | — | Sep 2021 | BTEKX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 55 | 8.09% | — | Jul 1993 | BTEKX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 11.04% | — | Dec 2012 | BTEKX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 57 | 10.22% | — | May 2011 | BTEKX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 68 | 10.20% | — | Dec 1991 | BTEKX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 33 | 3.44% | — | Aug 2005 | BTEKX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 8.40% | — | Jul 2010 | BTEKX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 54 | 35.79% | — | Apr 2000 | BTEKX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 6.66% | — | Oct 2007 | BTEKX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 67 | 11.96% | — | Sep 1999 | BTEKX vs FAMRX |
Often Compared With BTEKX
Investors most often compare BTEKX with FELAX, ALTEX, VTMFX. These 8 comparison targets span 8 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Semiconductors Fund Class A | Semiconductors, Technology Equities, Actively Managed | 94 | 74.44% | — | Dec 2000 | BTEKX vs FELAX | |
| Firsthand Alternative Energy Fund | Technology Equities | 47 | 58.72% | — | Oct 2007 | BTEKX vs ALTEX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio, Municipal Bonds | 71 | 4.54% | 12.30B | Sep 1994 | BTEKX vs VTMFX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 55 | 15.96% | — | Jan 2000 | BTEKX vs NASDX | |
| Fidelity Advisor Semiconductors Fund Class M | Technology Equities | 94 | 74.21% | — | Dec 2000 | BTEKX vs FELTX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 7 | -0.53% | 13.50B | Feb 2004 | BTEKX vs VFAIX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 54 | 8.11% | 30.00B | Sep 1994 | BTEKX vs VTCLX | |
| Columbia Seligman Premium Technology Growth Closed... | Technology Equities | 94 | 48.12% | — | Nov 2009 | BTEKX vs STK |
Compare BTEKX with Any Fund or Stock
Compare BTEKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BTEKX with funds that move differently
BlackRock Technology Opportunities Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BTEKX.
Explore BTEKX Diversifiers