BGSAX vs. VUG

In the year-to-date period, BGSAX achieves a 33.75% return, which is significantly higher than VUG's 30.27% return. Over the past 10 years, BGSAX has outperformed VUG with an annualized return of 16.93%, while VUG has yielded a comparatively lower 15.55% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BGSAX has a 1.20% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and Vanguard Growth ETF (VUG). 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 1.74, which is comparable to the VUG Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of BGSAX and VUG, 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 VUG's dividend yield for the trailing twelve months is around 0.49%.

The maximum BGSAX drawdown since its inception was -73.76%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for BGSAX and VUG. For additional features, visit the drawdowns tool.

BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 6.69% compared to Vanguard Growth ETF (VUG) at 5.55%. This indicates that BGSAX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.