BGSIX vs. VIGAX

In the year-to-date period, BGSIX achieves a -6.12% return, which is significantly lower than VIGAX's -5.39% return. Both investments have delivered pretty close results over the past 10 years, with BGSIX having a 15.40% annualized return and VIGAX not far behind at 14.69%.

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BGSIX has a 0.93% expense ratio, which is higher than VIGAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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 BGSIX Sharpe Ratio is 0.26, which is lower than the VIGAX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of BGSIX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGSIX has not paid dividends to shareholders, while VIGAX's dividend yield for the trailing twelve months is around 0.49%.

The maximum BGSIX drawdown since its inception was -73.48%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for BGSIX and VIGAX. For additional features, visit the drawdowns tool.

BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 9.09% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 8.48%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.