BGSAX vs. VOO
Compare and contrast key facts about BlackRock Technology Opportunities Fund Investor A (BGSAX) and Vanguard S&P 500 ETF (VOO).
BGSAX is managed by Blackrock. It was launched on Apr 15, 2000. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGSAX or VOO.
Key characteristics
BGSAX | VOO | |
---|---|---|
YTD Return | 15.07% | 10.42% |
1Y Return | 50.09% | 34.26% |
3Y Return (Ann) | 3.13% | 11.43% |
5Y Return (Ann) | 18.31% | 15.04% |
10Y Return (Ann) | 18.84% | 13.04% |
Sharpe Ratio | 2.56 | 2.94 |
Daily Std Dev | 19.25% | 11.59% |
Max Drawdown | -73.76% | -33.99% |
Current Drawdown | -10.04% | -0.12% |
Correlation
The correlation between BGSAX and VOO is 0.83, 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.
Performance
BGSAX vs. VOO - Performance Comparison
In the year-to-date period, BGSAX achieves a 15.07% return, which is significantly higher than VOO's 10.42% return. Over the past 10 years, BGSAX has outperformed VOO with an annualized return of 18.84%, while VOO has yielded a comparatively lower 13.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
BGSAX vs. VOO - Expense Ratio Comparison
Risk-Adjusted Performance
BGSAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and Vanguard S&P 500 ETF (VOO). 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.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
BlackRock Technology Opportunities Fund Investor A | 2.56 | ||||
Vanguard S&P 500 ETF | 2.94 |
Dividends
BGSAX vs. VOO - Dividend Comparison
BGSAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.33%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BlackRock Technology Opportunities Fund Investor A | 0.00% | 0.00% | 0.00% | 7.41% | 4.86% | 1.50% | 1.24% | 8.01% | 1.17% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BGSAX vs. VOO - Drawdown Comparison
The maximum BGSAX drawdown since its inception was -73.76%, which is greater than VOO's maximum drawdown of -33.99%. The drawdown chart below compares losses from any high point along the way for BGSAX and VOO
Volatility
BGSAX vs. VOO - Volatility Comparison
BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 5.90% compared to Vanguard S&P 500 ETF (VOO) at 2.90%. This indicates that BGSAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.