BGSAX vs. VTCAX
Compare and contrast key facts about BlackRock Technology Opportunities Fund Investor A (BGSAX) and Vanguard Communication Services Index Fund Admiral Shares (VTCAX).
BGSAX is managed by BlackRock. It was launched on Apr 15, 2000. VTCAX is managed by Vanguard. It was launched on Mar 11, 2005.
Performance
BGSAX vs. VTCAX - Performance Comparison
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BGSAX vs. VTCAX - 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% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | -10.02% | 26.27% | 33.10% | 44.73% | -38.78% | 14.09% | 28.95% | 28.03% | -16.51% | -5.57% |
Returns By Period
In the year-to-date period, BGSAX achieves a -10.56% return, which is significantly lower than VTCAX's -10.02% return. Over the past 10 years, BGSAX has outperformed VTCAX with an annualized return of 20.19%, while VTCAX has yielded a comparatively lower 8.09% annualized return.
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%
VTCAX
- 1D
- 0.56%
- 1M
- -9.34%
- YTD
- -10.02%
- 6M
- -6.89%
- 1Y
- 18.31%
- 3Y*
- 22.92%
- 5Y*
- 7.15%
- 10Y*
- 8.09%
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BGSAX vs. VTCAX - Expense Ratio Comparison
BGSAX has a 1.20% expense ratio, which is higher than VTCAX's 0.10% expense ratio.
Return for Risk
BGSAX vs. VTCAX — Risk / Return Rank
BGSAX
VTCAX
BGSAX vs. VTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and Vanguard Communication Services Index Fund Admiral Shares (VTCAX). 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 | VTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.94 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.48 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 1.11 | -0.16 |
Martin ratioReturn relative to average drawdown | 2.87 | 4.16 | -1.28 |
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 | VTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.94 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.34 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.39 | +0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.41 | -0.03 |
Correlation
The correlation between BGSAX and VTCAX is 0.71, 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. VTCAX - Dividend Comparison
BGSAX's dividend yield for the trailing twelve months is around 15.15%, more than VTCAX's 1.09% 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% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | 1.09% | 0.95% | 1.06% | 1.04% | 0.88% | 1.20% | 0.73% | 0.89% | 2.77% | 3.84% | 2.68% | 3.55% |
Drawdowns
BGSAX vs. VTCAX - Drawdown Comparison
The maximum BGSAX drawdown since its inception was -73.75%, which is greater than VTCAX's maximum drawdown of -57.11%. Use the drawdown chart below to compare losses from any high point for BGSAX and VTCAX.
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Drawdown Indicators
| BGSAX | VTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.75% | -57.11% | -16.64% |
Max Drawdown (1Y)Largest decline over 1 year | -18.49% | -13.56% | -4.93% |
Max Drawdown (5Y)Largest decline over 5 years | -49.22% | -46.58% | -2.64% |
Max Drawdown (10Y)Largest decline over 10 years | -49.22% | -46.58% | -2.64% |
Current DrawdownCurrent decline from peak | -18.49% | -13.08% | -5.41% |
Average DrawdownAverage peak-to-trough decline | -26.53% | -11.96% | -14.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.12% | 3.61% | +2.51% |
Volatility
BGSAX vs. VTCAX - Volatility Comparison
BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 9.62% compared to Vanguard Communication Services Index Fund Admiral Shares (VTCAX) at 5.02%. This indicates that BGSAX's price experiences larger fluctuations and is considered to be riskier than VTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGSAX | VTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 5.02% | +4.60% |
Volatility (6M)Calculated over the trailing 6-month period | 18.69% | 11.16% | +7.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.11% | 20.09% | +8.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.36% | 21.23% | +6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.55% | 20.95% | +4.60% |