BGSAX vs. SFLNX
Compare and contrast key facts about BlackRock Technology Opportunities Fund Investor A (BGSAX) and Schwab Fundamental US Large Company Index Fund (SFLNX).
BGSAX is managed by BlackRock. It was launched on Apr 15, 2000. SFLNX is a passively managed fund by Charles Schwab that tracks the performance of the Russell RAFI US Large Company Index. It was launched on Apr 2, 2007.
Performance
BGSAX vs. SFLNX - Performance Comparison
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BGSAX vs. SFLNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | -6.28% | 19.63% | 40.56% | 49.09% | -43.13% | 8.19% | 86.27% | 43.84% | 2.03% | 49.45% |
SFLNX Schwab Fundamental US Large Company Index Fund | 2.71% | 17.02% | 16.78% | 18.16% | -6.89% | 31.64% | 9.12% | 28.91% | -7.43% | 17.08% |
Returns By Period
In the year-to-date period, BGSAX achieves a -6.28% return, which is significantly lower than SFLNX's 2.71% return. Over the past 10 years, BGSAX has outperformed SFLNX with an annualized return of 20.75%, while SFLNX has yielded a comparatively lower 13.25% annualized return.
BGSAX
- 1D
- 4.78%
- 1M
- -7.25%
- YTD
- -6.28%
- 6M
- -7.98%
- 1Y
- 27.41%
- 3Y*
- 25.12%
- 5Y*
- 7.65%
- 10Y*
- 20.75%
SFLNX
- 1D
- 1.98%
- 1M
- -3.63%
- YTD
- 2.71%
- 6M
- 6.30%
- 1Y
- 19.89%
- 3Y*
- 17.10%
- 5Y*
- 11.99%
- 10Y*
- 13.25%
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BGSAX vs. SFLNX - Expense Ratio Comparison
BGSAX has a 1.20% expense ratio, which is higher than SFLNX's 0.25% expense ratio.
Return for Risk
BGSAX vs. SFLNX — Risk / Return Rank
BGSAX
SFLNX
BGSAX vs. SFLNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and Schwab Fundamental US Large Company Index Fund (SFLNX). 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.
| BGSAX | SFLNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.24 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.79 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.28 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.72 | -0.37 |
Martin ratioReturn relative to average drawdown | 4.07 | 8.22 | -4.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGSAX | SFLNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.24 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.79 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.72 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.51 | -0.12 |
Correlation
The correlation between BGSAX and SFLNX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BGSAX vs. SFLNX - Dividend Comparison
BGSAX's dividend yield for the trailing twelve months is around 14.46%, more than SFLNX's 1.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | 14.46% | 13.55% | 8.68% | 0.00% | 0.00% | 7.66% | 4.86% | 1.50% | 1.24% | 8.01% | 1.17% | 0.00% |
SFLNX Schwab Fundamental US Large Company Index Fund | 1.63% | 1.68% | 1.78% | 1.86% | 2.09% | 4.78% | 6.17% | 5.33% | 9.69% | 3.28% | 7.23% | 5.68% |
Drawdowns
BGSAX vs. SFLNX - Drawdown Comparison
The maximum BGSAX drawdown since its inception was -73.75%, which is greater than SFLNX's maximum drawdown of -56.18%. Use the drawdown chart below to compare losses from any high point for BGSAX and SFLNX.
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Drawdown Indicators
| BGSAX | SFLNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.75% | -56.18% | -17.57% |
Max Drawdown (1Y)Largest decline over 1 year | -18.49% | -12.28% | -6.21% |
Max Drawdown (5Y)Largest decline over 5 years | -49.22% | -18.98% | -30.24% |
Max Drawdown (10Y)Largest decline over 10 years | -49.22% | -37.59% | -11.63% |
Current DrawdownCurrent decline from peak | -14.59% | -4.24% | -10.35% |
Average DrawdownAverage peak-to-trough decline | -26.53% | -6.06% | -20.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.12% | 2.56% | +3.56% |
Volatility
BGSAX vs. SFLNX - Volatility Comparison
BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 10.93% compared to Schwab Fundamental US Large Company Index Fund (SFLNX) at 4.01%. This indicates that BGSAX's price experiences larger fluctuations and is considered to be riskier than SFLNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGSAX | SFLNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.93% | 4.01% | +6.92% |
Volatility (6M)Calculated over the trailing 6-month period | 19.27% | 8.18% | +11.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.44% | 16.24% | +12.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.43% | 15.34% | +12.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.60% | 18.41% | +7.19% |