BGSAX vs. SHGTX
Compare and contrast key facts about BlackRock Technology Opportunities Fund Investor A (BGSAX) and Columbia Seligman Global Technology Fund (SHGTX).
BGSAX is managed by BlackRock. It was launched on Apr 15, 2000. SHGTX is managed by Columbia. It was launched on May 22, 1994.
Performance
BGSAX vs. SHGTX - Performance Comparison
Loading graphics...
BGSAX vs. SHGTX - 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% |
SHGTX Columbia Seligman Global Technology Fund | 4.81% | 35.09% | 26.04% | 45.28% | -31.70% | 38.60% | 45.56% | 54.92% | -8.70% | 34.52% |
Returns By Period
In the year-to-date period, BGSAX achieves a -6.28% return, which is significantly lower than SHGTX's 4.81% return. Over the past 10 years, BGSAX has underperformed SHGTX with an annualized return of 20.75%, while SHGTX has yielded a comparatively higher 22.68% 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%
SHGTX
- 1D
- 5.55%
- 1M
- -5.32%
- YTD
- 4.81%
- 6M
- 8.30%
- 1Y
- 60.42%
- 3Y*
- 30.37%
- 5Y*
- 16.45%
- 10Y*
- 22.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGSAX vs. SHGTX - Expense Ratio Comparison
BGSAX has a 1.20% expense ratio, which is lower than SHGTX's 1.29% expense ratio.
Return for Risk
BGSAX vs. SHGTX — Risk / Return Rank
BGSAX
SHGTX
BGSAX vs. SHGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and Columbia Seligman Global Technology Fund (SHGTX). 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 | SHGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 2.02 | -0.99 |
Sortino ratioReturn per unit of downside risk | 1.56 | 2.60 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.36 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 4.13 | -2.78 |
Martin ratioReturn relative to average drawdown | 4.07 | 15.42 | -11.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BGSAX | SHGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 2.02 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.61 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.85 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.60 | -0.22 |
Correlation
The correlation between BGSAX and SHGTX is 0.89, 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. SHGTX - Dividend Comparison
BGSAX's dividend yield for the trailing twelve months is around 14.46%, more than SHGTX's 8.06% 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% |
SHGTX Columbia Seligman Global Technology Fund | 8.06% | 8.45% | 14.04% | 6.22% | 3.94% | 11.77% | 9.92% | 10.26% | 12.75% | 7.25% | 8.13% | 8.09% |
Drawdowns
BGSAX vs. SHGTX - Drawdown Comparison
The maximum BGSAX drawdown since its inception was -73.75%, roughly equal to the maximum SHGTX drawdown of -77.47%. Use the drawdown chart below to compare losses from any high point for BGSAX and SHGTX.
Loading graphics...
Drawdown Indicators
| BGSAX | SHGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.75% | -77.47% | +3.72% |
Max Drawdown (1Y)Largest decline over 1 year | -18.49% | -14.93% | -3.56% |
Max Drawdown (5Y)Largest decline over 5 years | -49.22% | -43.17% | -6.05% |
Max Drawdown (10Y)Largest decline over 10 years | -49.22% | -43.17% | -6.05% |
Current DrawdownCurrent decline from peak | -14.59% | -7.51% | -7.08% |
Average DrawdownAverage peak-to-trough decline | -26.53% | -25.06% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.12% | 4.00% | +2.12% |
Volatility
BGSAX vs. SHGTX - Volatility Comparison
BlackRock Technology Opportunities Fund Investor A (BGSAX) and Columbia Seligman Global Technology Fund (SHGTX) have volatilities of 10.93% and 11.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BGSAX | SHGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.93% | 11.08% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 19.27% | 21.67% | -2.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.44% | 31.05% | -2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.43% | 27.29% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.60% | 26.64% | -1.04% |