BGSIX vs. BDJ
Compare and contrast key facts about BlackRock Technology Opportunities Institutional (BGSIX) and BlackRock Enhanced Equity Dividend Fund (BDJ).
BGSIX is managed by BlackRock. It was launched on May 15, 2000. BDJ is managed by BlackRock. It was launched on Aug 30, 2005.
Performance
BGSIX vs. BDJ - Performance Comparison
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BGSIX vs. BDJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | -6.23% | 19.92% | 40.31% | 49.49% | -42.99% | 8.45% | 86.73% | 44.23% | 2.24% | 49.89% |
BDJ BlackRock Enhanced Equity Dividend Fund | -5.83% | 26.12% | 16.87% | -6.67% | 0.83% | 26.56% | -7.58% | 37.43% | -10.42% | 20.78% |
Returns By Period
In the year-to-date period, BGSIX achieves a -6.23% return, which is significantly lower than BDJ's -5.83% return. Over the past 10 years, BGSIX has outperformed BDJ with an annualized return of 21.01%, while BDJ has yielded a comparatively lower 9.93% annualized return.
BGSIX
- 1D
- 4.79%
- 1M
- -7.24%
- YTD
- -6.23%
- 6M
- -7.87%
- 1Y
- 27.72%
- 3Y*
- 25.26%
- 5Y*
- 7.83%
- 10Y*
- 21.01%
BDJ
- 1D
- 1.51%
- 1M
- -8.69%
- YTD
- -5.83%
- 6M
- 1.12%
- 1Y
- 11.53%
- 3Y*
- 10.07%
- 5Y*
- 7.81%
- 10Y*
- 9.93%
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BGSIX vs. BDJ - Expense Ratio Comparison
BGSIX has a 0.93% expense ratio, which is higher than BDJ's 0.86% expense ratio.
Return for Risk
BGSIX vs. BDJ — Risk / Return Rank
BGSIX
BDJ
BGSIX vs. BDJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and BlackRock Enhanced Equity Dividend Fund (BDJ). 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.
| BGSIX | BDJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.69 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.04 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.97 | +0.40 |
Martin ratioReturn relative to average drawdown | 4.14 | 3.62 | +0.52 |
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
| BGSIX | BDJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.69 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.49 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.54 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.30 | +0.10 |
Correlation
The correlation between BGSIX and BDJ is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BGSIX vs. BDJ - Dividend Comparison
BGSIX's dividend yield for the trailing twelve months is around 12.96%, more than BDJ's 9.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | 12.96% | 12.16% | 7.82% | 0.00% | 0.00% | 7.12% | 4.47% | 1.39% | 1.15% | 7.72% | 1.10% | 0.00% |
BDJ BlackRock Enhanced Equity Dividend Fund | 9.78% | 9.03% | 8.21% | 9.49% | 12.18% | 5.95% | 7.08% | 6.66% | 7.21% | 6.07% | 6.88% | 7.36% |
Drawdowns
BGSIX vs. BDJ - Drawdown Comparison
The maximum BGSIX drawdown since its inception was -73.48%, which is greater than BDJ's maximum drawdown of -59.46%. Use the drawdown chart below to compare losses from any high point for BGSIX and BDJ.
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Drawdown Indicators
| BGSIX | BDJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.48% | -59.46% | -14.02% |
Max Drawdown (1Y)Largest decline over 1 year | -18.42% | -12.28% | -6.14% |
Max Drawdown (5Y)Largest decline over 5 years | -49.11% | -21.39% | -27.72% |
Max Drawdown (10Y)Largest decline over 10 years | -49.11% | -48.14% | -0.97% |
Current DrawdownCurrent decline from peak | -14.51% | -9.16% | -5.35% |
Average DrawdownAverage peak-to-trough decline | -25.57% | -8.99% | -16.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.09% | 3.29% | +2.80% |
Volatility
BGSIX vs. BDJ - Volatility Comparison
BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 10.93% compared to BlackRock Enhanced Equity Dividend Fund (BDJ) at 5.62%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than BDJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGSIX | BDJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.93% | 5.62% | +5.31% |
Volatility (6M)Calculated over the trailing 6-month period | 19.27% | 9.50% | +9.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.46% | 16.68% | +11.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.43% | 16.13% | +11.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.60% | 18.38% | +7.22% |