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BACAX vs. VGT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BACAX vs. VGT

Last updated May 12, 2025

Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACAX) and Vanguard Information Technology ETF (VGT).

BACAX is managed by Blackrock. It was launched on Feb 16, 2005. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BACAX or VGT.

Correlation

The correlation between BACAX and VGT is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

BACAX vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Energy Opportunities Fund (BACAX) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BACAX:

6.69%

VGT:

14.95%

Max Drawdown

BACAX:

0.00%

VGT:

-0.85%

Current Drawdown

BACAX:

0.00%

VGT:

0.00%

Returns By Period

BACAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VGT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BACAX vs. VGT - Expense Ratio Comparison

BACAX has a 1.32% expense ratio, which is higher than VGT's 0.10% expense ratio.

BACAX
BlackRock Energy Opportunities Fund
VGT
Vanguard Information Technology ETF

Risk-Adjusted Performance

BACAX vs. VGT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BACAX
The Risk-Adjusted Performance Rank of BACAX is 55
Overall Rank
The Sharpe Ratio Rank of BACAX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of BACAX is 66
Sortino Ratio Rank
The Omega Ratio Rank of BACAX is 66
Omega Ratio Rank
The Calmar Ratio Rank of BACAX is 88
Calmar Ratio Rank
The Martin Ratio Rank of BACAX is 11
Martin Ratio Rank
VGT
The Risk-Adjusted Performance Rank of VGT is 5252
Overall Rank
The Sharpe Ratio Rank of VGT is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of VGT is 5353
Sortino Ratio Rank
The Omega Ratio Rank of VGT is 5252
Omega Ratio Rank
The Calmar Ratio Rank of VGT is 5656
Calmar Ratio Rank
The Martin Ratio Rank of VGT is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BACAX vs. VGT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACAX) and Vanguard Information Technology ETF (VGT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

BACAX vs. VGT - Dividend Comparison

BACAX's dividend yield for the trailing twelve months is around 2.33%, more than VGT's 0.56% yield.

TTM20242023202220212020201920182017201620152014
BACAX
BlackRock Energy Opportunities Fund		2.33%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VGT
Vanguard Information Technology ETF		0.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BACAX vs. VGT - Drawdown Comparison

The maximum BACAX drawdown since its inception was 0.00%, smaller than the maximum VGT drawdown of -0.85%. Use the drawdown chart below to compare losses from any high point for BACAX and VGT. For additional features, visit the drawdowns tool.

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Volatility

BACAX vs. VGT - Volatility Comparison

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