BGSIX vs. SWPPX
Compare and contrast key facts about BlackRock Technology Opportunities Institutional (BGSIX) and Schwab S&P 500 Index Fund (SWPPX).
BGSIX is managed by BlackRock. It was launched on May 15, 2000. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
BGSIX vs. SWPPX - Performance Comparison
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BGSIX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | -10.51% | 19.92% | 40.31% | 49.49% | -42.99% | 8.45% | 86.73% | 44.23% | 2.24% | 49.89% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, BGSIX achieves a -10.51% return, which is significantly lower than SWPPX's -7.07% return. Over the past 10 years, BGSIX has outperformed SWPPX with an annualized return of 20.45%, while SWPPX has yielded a comparatively lower 13.71% annualized return.
BGSIX
- 1D
- -1.97%
- 1M
- -11.18%
- YTD
- -10.51%
- 6M
- -11.50%
- 1Y
- 23.26%
- 3Y*
- 23.32%
- 5Y*
- 7.37%
- 10Y*
- 20.45%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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BGSIX vs. SWPPX - Expense Ratio Comparison
BGSIX has a 0.93% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
BGSIX vs. SWPPX — Risk / Return Rank
BGSIX
SWPPX
BGSIX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.84 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.30 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.06 | -0.09 |
Martin ratioReturn relative to average drawdown | 2.93 | 5.14 | -2.20 |
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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.84 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.68 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.76 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.48 | -0.09 |
Correlation
The correlation between BGSIX and SWPPX 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
BGSIX vs. SWPPX - Dividend Comparison
BGSIX's dividend yield for the trailing twelve months is around 13.59%, more than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | 13.59% | 12.16% | 7.82% | 0.00% | 0.00% | 7.12% | 4.47% | 1.39% | 1.15% | 7.72% | 1.10% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
BGSIX vs. SWPPX - Drawdown Comparison
The maximum BGSIX drawdown since its inception was -73.48%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for BGSIX and SWPPX.
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Drawdown Indicators
| BGSIX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.48% | -55.06% | -18.42% |
Max Drawdown (1Y)Largest decline over 1 year | -18.42% | -12.10% | -6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -49.11% | -24.51% | -24.60% |
Max Drawdown (10Y)Largest decline over 10 years | -49.11% | -33.80% | -15.31% |
Current DrawdownCurrent decline from peak | -18.42% | -8.89% | -9.53% |
Average DrawdownAverage peak-to-trough decline | -25.57% | -10.00% | -15.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.09% | 2.49% | +3.60% |
Volatility
BGSIX vs. SWPPX - Volatility Comparison
BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 9.62% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGSIX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 4.29% | +5.33% |
Volatility (6M)Calculated over the trailing 6-month period | 18.69% | 9.11% | +9.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.12% | 18.14% | +9.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.36% | 16.89% | +10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.55% | 18.19% | +7.36% |