BGSAX vs. VITAX
Compare and contrast key facts about BlackRock Technology Opportunities Fund Investor A (BGSAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
BGSAX is managed by BlackRock. It was launched on Apr 15, 2000. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Performance
BGSAX vs. VITAX - Performance Comparison
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BGSAX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | -10.56% | 19.63% | 40.56% | 49.09% | -43.13% | 8.19% | 86.27% | 43.84% | 2.03% | 49.45% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Returns By Period
In the year-to-date period, BGSAX achieves a -10.56% return, which is significantly higher than VITAX's -11.14% return. Both investments have delivered pretty close results over the past 10 years, with BGSAX having a 20.19% annualized return and VITAX not far ahead at 20.84%.
BGSAX
- 1D
- -1.95%
- 1M
- -11.20%
- YTD
- -10.56%
- 6M
- -11.60%
- 1Y
- 22.97%
- 3Y*
- 23.19%
- 5Y*
- 7.20%
- 10Y*
- 20.19%
VITAX
- 1D
- -1.79%
- 1M
- -7.83%
- YTD
- -11.14%
- 6M
- -10.25%
- 1Y
- 23.94%
- 3Y*
- 20.87%
- 5Y*
- 14.06%
- 10Y*
- 20.84%
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BGSAX vs. VITAX - Expense Ratio Comparison
BGSAX has a 1.20% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Return for Risk
BGSAX vs. VITAX — Risk / Return Rank
BGSAX
VITAX
BGSAX vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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 | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.87 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.39 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 1.26 | -0.31 |
Martin ratioReturn relative to average drawdown | 2.87 | 3.92 | -1.05 |
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 | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.87 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.56 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.85 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.59 | -0.21 |
Correlation
The correlation between BGSAX and VITAX is 0.94, 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. VITAX - Dividend Comparison
BGSAX's dividend yield for the trailing twelve months is around 15.15%, more than VITAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | 15.15% | 13.55% | 8.68% | 0.00% | 0.00% | 7.66% | 4.86% | 1.50% | 1.24% | 8.01% | 1.17% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
BGSAX vs. VITAX - Drawdown Comparison
The maximum BGSAX drawdown since its inception was -73.75%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for BGSAX and VITAX.
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Drawdown Indicators
| BGSAX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.75% | -54.81% | -18.94% |
Max Drawdown (1Y)Largest decline over 1 year | -18.49% | -16.38% | -2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -49.22% | -35.10% | -14.12% |
Max Drawdown (10Y)Largest decline over 10 years | -49.22% | -35.10% | -14.12% |
Current DrawdownCurrent decline from peak | -18.49% | -16.38% | -2.11% |
Average DrawdownAverage peak-to-trough decline | -26.53% | -8.06% | -18.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.12% | 5.24% | +0.88% |
Volatility
BGSAX vs. VITAX - Volatility Comparison
BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 9.62% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 6.70%. This indicates that BGSAX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGSAX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 6.70% | +2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 18.69% | 15.84% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.11% | 27.38% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.36% | 25.22% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.55% | 24.69% | +0.86% |