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.
Performance
BGSAX vs. VOO - Performance Comparison
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BGSAX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, BGSAX achieves a -6.28% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, BGSAX has outperformed VOO with an annualized return of 20.75%, while VOO has yielded a comparatively lower 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
BGSAX vs. VOO — Risk / Return Rank
BGSAX
VOO
BGSAX vs. VOO - Risk-Adjusted Trends 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.
| BGSAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.01 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.53 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.55 | -0.21 |
Martin ratioReturn relative to average drawdown | 4.07 | 7.31 | -3.24 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.01 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.71 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.79 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.83 | -0.45 |
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.
Dividends
BGSAX vs. VOO - Dividend Comparison
BGSAX's dividend yield for the trailing twelve months is around 14.46%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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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Drawdown Indicators
| BGSAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.75% | -33.99% | -39.76% |
Max Drawdown (1Y)Largest decline over 1 year | -18.49% | -11.98% | -6.51% |
Max Drawdown (5Y)Largest decline over 5 years | -49.22% | -24.52% | -24.70% |
Max Drawdown (10Y)Largest decline over 10 years | -49.22% | -33.99% | -15.23% |
Current DrawdownCurrent decline from peak | -14.59% | -5.55% | -9.04% |
Average DrawdownAverage peak-to-trough decline | -26.53% | -3.72% | -22.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.12% | 2.55% | +3.57% |
Volatility
BGSAX vs. VOO - Volatility Comparison
BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 10.93% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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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Volatility by Period
| BGSAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.93% | 5.34% | +5.59% |
Volatility (6M)Calculated over the trailing 6-month period | 19.27% | 9.47% | +9.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.44% | 18.11% | +10.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.43% | 16.82% | +10.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.60% | 17.99% | +7.61% |