BGSAX vs. FIDSX
BGSAX (BlackRock Technology Opportunities Fund Investor A) and FIDSX (Fidelity Select Financial Services Portfolio) are both mutual funds - BGSAX is a Technology Equities fund actively managed by BlackRock, while FIDSX is a Financials Equities fund managed by BlackRock. Over the past 10 years, BGSAX returned 23.00%/yr vs 13.82%/yr for FIDSX. Their 0.60 correlation means they have sometimes moved together and sometimes differently. BGSAX charges 1.14%/yr vs 0.73%/yr for FIDSX.
Performance
BGSAX vs. FIDSX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BGSAX achieves a 22.08% return, which is significantly higher than FIDSX's 9.69% return. Over the past 10 years, BGSAX has outperformed FIDSX with an annualized return of 23.00%, while FIDSX has yielded a comparatively lower 13.82% annualized return.
BGSAX
- 1D
- 7.10%
- 1M
- -7.32%
- 6M
- 19.39%
- YTD
- 22.08%
- 1Y
- 32.24%
- 3Y*
- 29.84%
- 5Y*
- 11.65%
- 10Y*
- 23.00%
- ALL TIME*
- 10.39%
FIDSX
- 1D
- 0.88%
- 1M
- 2.98%
- 6M
- 9.41%
- YTD
- 9.69%
- 1Y
- 13.60%
- 3Y*
- 20.56%
- 5Y*
- 12.31%
- 10Y*
- 13.82%
- ALL TIME*
- 11.25%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BGSAX vs. FIDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | 22.08% | 19.63% | 40.56% | 49.09% | -43.13% | 8.19% | 86.27% | 43.84% | 2.03% | 49.45% |
FIDSX Fidelity Select Financial Services Portfolio | 9.69% | 9.33% | 32.82% | 14.53% | -8.19% | 33.13% | 1.22% | 34.25% | -16.13% | 20.92% |
Correlation
The correlation between BGSAX and FIDSX is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.44 |
Correlation (All Time) Calculated using the full available price history since May 15, 2000 | 0.60 |
Over the past year, the correlation between BGSAX and FIDSX has dropped to 0.17 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BGSAX vs. FIDSX — Risk / Return Rank
BGSAX
FIDSX
BGSAX vs. FIDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and Fidelity Select Financial Services Portfolio (FIDSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BGSAX | FIDSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.63 | +0.79 |
| Martin ratioReturn relative to average drawdown | 4.11 | 1.53 | +2.58 |
Loading charts...
Drawdowns
BGSAX vs. FIDSX - Drawdown Comparison
The maximum BGSAX drawdown since its inception was -73.75%, roughly equal to the maximum FIDSX drawdown of -74.26%. Use the drawdown chart below to compare losses from any high point for BGSAX and FIDSX.
Loading charts...
Drawdown Indicators
| BGSAX | FIDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.75% | -74.26% | +0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -20.84% | -16.60% | -4.24% |
Max Drawdown (3Y)Largest decline over 3 years | -27.75% | -19.44% | -8.31% |
Max Drawdown (5Y)Largest decline over 5 years | -49.22% | -24.49% | -24.73% |
Max Drawdown (10Y)Largest decline over 10 years | -49.22% | -45.48% | -3.74% |
Current DrawdownCurrent decline from peak | -15.21% | -0.80% | -14.41% |
Average DrawdownAverage peak-to-trough decline | -26.26% | -13.91% | -12.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.19% | 6.86% | +0.33% |
Volatility
BGSAX vs. FIDSX - Volatility Comparison
BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 14.54% compared to Fidelity Select Financial Services Portfolio (FIDSX) at 4.85%. This indicates that BGSAX's price experiences larger fluctuations and is considered to be riskier than FIDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BGSAX | FIDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.54% | 4.85% | +9.69% |
Volatility (6M)Calculated over the trailing 6-month period | 28.48% | 12.28% | +16.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.23% | 17.23% | +15.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.22% | 20.65% | +8.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.62% | 23.65% | +2.97% |
BGSAX vs. FIDSX - Expense Ratio Comparison
BGSAX has a 1.14% expense ratio, which is higher than FIDSX's 0.73% expense ratio.
Dividends
BGSAX vs. FIDSX - Dividend Comparison
BGSAX's dividend yield for the trailing twelve months is around 17.42%, more than FIDSX's 1.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | 17.42% | 13.55% | 8.68% | 0.00% | 0.00% | 7.66% | 4.86% | 1.50% | 1.24% | 8.01% | 1.17% | 0.00% |
FIDSX Fidelity Select Financial Services Portfolio | 1.32% | 1.70% | 6.03% | 3.01% | 11.32% | 4.12% | 5.86% | 5.57% | 12.89% | 4.22% | 1.00% | 0.70% |
Frequently Asked Questions
BGSAX and FIDSX have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGSAX has higher volatility (14.54%) compared to FIDSX (4.85%). In terms of maximum drawdown, BGSAX dropped -73.75% vs FIDSX's -74.26%.
BGSAX currently has the higher Sharpe Ratio (0.92 vs 0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BGSAX and FIDSX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer