BGSAX vs. VOO

In the year-to-date period, BGSAX achieves a 31.14% return, which is significantly higher than VOO's 26.02% return. Over the past 10 years, BGSAX has outperformed VOO with an annualized return of 16.48%, while VOO has yielded a comparatively lower 13.08% annualized return.

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BGSAX has a 1.20% expense ratio, which is higher than VOO's 0.03% expense ratio.

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.

The current BGSAX Sharpe Ratio is 1.39, which is lower than the VOO Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of BGSAX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGSAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.

The maximum BGSAX drawdown since its inception was -73.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BGSAX and VOO. For additional features, visit the drawdowns tool.

BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 8.76% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. 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.