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.
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.
Performance
BGSAX vs. VOO - Performance Comparison
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Key characteristics
BGSAX:
0.49
VOO:
0.74
BGSAX:
0.72
VOO:
1.04
BGSAX:
1.10
VOO:
1.15
BGSAX:
0.42
VOO:
0.68
BGSAX:
1.27
VOO:
2.58
BGSAX:
9.23%
VOO:
4.93%
BGSAX:
31.47%
VOO:
19.54%
BGSAX:
-73.75%
VOO:
-33.99%
BGSAX:
-6.13%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BGSAX achieves a 0.20% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, BGSAX has outperformed VOO with an annualized return of 18.49%, while VOO has yielded a comparatively lower 12.81% annualized return.
BGSAX
0.20%
9.40%
0.29%
15.82%
18.61%
14.08%
18.49%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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BGSAX vs. VOO - Expense Ratio Comparison
BGSAX has a 1.20% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BGSAX vs. VOO — Risk-Adjusted Performance Rank
BGSAX
VOO
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.
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Dividends
BGSAX vs. VOO - Dividend Comparison
BGSAX's dividend yield for the trailing twelve months is around 4.33%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | 4.33% | 4.34% | 0.00% | 0.00% | 7.46% | 4.86% | 1.50% | 1.24% | 8.01% | 1.17% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BGSAX vs. VOO - Drawdown Comparison
The maximum BGSAX drawdown since its inception was -73.75%, 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.
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Volatility
BGSAX vs. VOO - Volatility Comparison
BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 5.66% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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.
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