BGSIX vs. FSPTX
Compare and contrast key facts about BlackRock Technology Opportunities Institutional (BGSIX) and Fidelity Select Technology Portfolio (FSPTX).
BGSIX is managed by Blackrock. It was launched on May 15, 2000. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGSIX or FSPTX.
Correlation
The correlation between BGSIX and FSPTX is 0.94, 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.
Performance
BGSIX vs. FSPTX - Performance Comparison
Key characteristics
BGSIX:
1.19
FSPTX:
1.38
BGSIX:
1.64
FSPTX:
1.89
BGSIX:
1.22
FSPTX:
1.24
BGSIX:
1.19
FSPTX:
2.03
BGSIX:
5.51
FSPTX:
6.80
BGSIX:
5.23%
FSPTX:
4.78%
BGSIX:
24.33%
FSPTX:
23.63%
BGSIX:
-73.48%
FSPTX:
-84.32%
BGSIX:
-8.38%
FSPTX:
-5.79%
Returns By Period
In the year-to-date period, BGSIX achieves a -0.74% return, which is significantly higher than FSPTX's -1.44% return. Over the past 10 years, BGSIX has underperformed FSPTX with an annualized return of 17.04%, while FSPTX has yielded a comparatively higher 21.25% annualized return.
BGSIX
-0.74%
-4.24%
-1.01%
28.44%
13.06%
17.04%
FSPTX
-1.44%
-4.22%
2.32%
32.45%
20.60%
21.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGSIX vs. FSPTX - Expense Ratio Comparison
BGSIX has a 0.93% expense ratio, which is higher than FSPTX's 0.67% expense ratio.
Risk-Adjusted Performance
BGSIX vs. FSPTX — Risk-Adjusted Performance Rank
BGSIX
FSPTX
BGSIX vs. FSPTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Fidelity Select Technology Portfolio (FSPTX). 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.
Dividends
BGSIX vs. FSPTX - Dividend Comparison
BGSIX has not paid dividends to shareholders, while FSPTX's dividend yield for the trailing twelve months is around 4.78%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSPTX Fidelity Select Technology Portfolio | 4.78% | 4.71% | 0.01% | 3.95% | 11.62% | 18.86% | 1.61% | 23.63% | 8.31% | 1.49% | 4.28% | 17.85% |
Drawdowns
BGSIX vs. FSPTX - Drawdown Comparison
The maximum BGSIX drawdown since its inception was -73.48%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for BGSIX and FSPTX. For additional features, visit the drawdowns tool.
Volatility
BGSIX vs. FSPTX - Volatility Comparison
BlackRock Technology Opportunities Institutional (BGSIX) and Fidelity Select Technology Portfolio (FSPTX) have volatilities of 6.75% and 6.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.