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 21 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% | 144.20B | 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 67. There are 44 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 | |
| Rydex Electronics Fund | 97 | — | Mar 1998 | BTEKX vs RYSIX | |
| Fidelity Advisor Semiconductors Fund Class Z | 97 | — | Oct 2018 | BTEKX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 97 | — | Dec 2000 | BTEKX vs FELIX |
Top Performing BTEKX Alternatives (YTD)
BTEKX is at 40.46% YTD. There are 22 mutual funds in the Technology Equities category with higher YTD returns, going as high as 85.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 85.73% | — | Mar 1998 | BTEKX vs RYSIX | |
| Fidelity Select Semiconductors Portfolio | 83.08% | — | Jul 1985 | BTEKX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 82.68% | — | Oct 2018 | BTEKX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 82.60% | — | Dec 2000 | BTEKX vs FELIX | |
| Fidelity Advisor Semiconductors Fund Class A | 82.40% | — | Dec 2000 | BTEKX vs FELAX |
Lowest Volatility Alternatives to BTEKX
BTEKX has 24.84% 1-year volatility. There are 48 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.19% | — | Nov 1993 | BTEKX vs GTTIX | |
| Towpath Technology Fund | 14.67% | — | Feb 2021 | BTEKX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.42% | 6.30B | Mar 2005 | BTEKX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 16.55% | — | Oct 1997 | BTEKX vs STPAX | |
| Nationwide NYSE Arca Tech 100 Index Fund | 17.92% | — | Jun 1996 | BTEKX vs NWJCX |
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 | |
| Fidelity Select Tech Hardware Portfolio | -9.68% | — | Jul 1985 | BTEKX vs FDCPX | |
| 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 |
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 | 72 | 20.41% | — | Jan 2000 | BTEKX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 6 | -3.87% | 13.70B | Feb 2004 | BTEKX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 80 | 5.93% | 11.90B | Sep 1994 | BTEKX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 69 | 11.03% | 28.60B | Sep 1994 | BTEKX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.33% | — | Jul 1993 | BTEKX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 24 | 9.37% | — | Sep 2021 | BTEKX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.57% | — | May 2011 | BTEKX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 93 | 13.24% | — | Dec 2012 | BTEKX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 75 | 11.53% | — | Dec 1991 | BTEKX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 68 | 14.34% | — | Jul 2010 | BTEKX vs ASFYX |
Often Compared With BTEKX
Investors most often compare BTEKX with ALTEX, AIO, FELTX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Firsthand Alternative Energy Fund | Technology Equities | 50 | 63.74% | — | Oct 2007 | BTEKX vs ALTEX | |
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 25 | 24.75% | — | Oct 2019 | BTEKX vs AIO | |
| Fidelity Advisor Semiconductors Fund Class M | Technology Equities | 97 | 82.19% | — | Dec 2000 | BTEKX vs FELTX | |
| Columbia Seligman Premium Technology Growth Closed... | Technology Equities | 93 | 41.59% | — | 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