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BGSIX vs. VIGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BGSIX and VIGAX is 0.90, 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.


-0.50.00.51.00.9

Performance

BGSIX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-1.01%
4.50%
BGSIX
VIGAX

Key characteristics

Sharpe Ratio

BGSIX:

1.19

VIGAX:

1.70

Sortino Ratio

BGSIX:

1.64

VIGAX:

2.26

Omega Ratio

BGSIX:

1.22

VIGAX:

1.31

Calmar Ratio

BGSIX:

1.19

VIGAX:

2.30

Martin Ratio

BGSIX:

5.51

VIGAX:

8.77

Ulcer Index

BGSIX:

5.23%

VIGAX:

3.39%

Daily Std Dev

BGSIX:

24.33%

VIGAX:

17.57%

Max Drawdown

BGSIX:

-73.48%

VIGAX:

-50.66%

Current Drawdown

BGSIX:

-8.38%

VIGAX:

-5.64%

Returns By Period

In the year-to-date period, BGSIX achieves a -0.74% return, which is significantly higher than VIGAX's -1.58% return. Over the past 10 years, BGSIX has outperformed VIGAX with an annualized return of 17.04%, while VIGAX has yielded a comparatively lower 15.81% annualized return.


BGSIX

YTD

-0.74%

1M

-4.24%

6M

-1.01%

1Y

28.44%

5Y*

13.06%

10Y*

17.04%

VIGAX

YTD

-1.58%

1M

-4.69%

6M

4.50%

1Y

29.59%

5Y*

16.94%

10Y*

15.81%

*Annualized

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. VIGAX - Expense Ratio Comparison

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


BGSIX
BlackRock Technology Opportunities Institutional
Expense ratio chart for BGSIX: current value at 0.93% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.93%
Expense ratio chart for VIGAX: current value at 0.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.05%

Risk-Adjusted Performance

BGSIX vs. VIGAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BGSIX
The Risk-Adjusted Performance Rank of BGSIX is 7676
Overall Rank
The Sharpe Ratio Rank of BGSIX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of BGSIX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of BGSIX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of BGSIX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of BGSIX is 7474
Martin Ratio Rank

VIGAX
The Risk-Adjusted Performance Rank of VIGAX is 8888
Overall Rank
The Sharpe Ratio Rank of VIGAX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGAX is 8686
Sortino Ratio Rank
The Omega Ratio Rank of VIGAX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of VIGAX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of VIGAX is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BGSIX vs. VIGAX - Risk-Adjusted Performance Comparison

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.


Sharpe ratio
The chart of Sharpe ratio for BGSIX, currently valued at 1.19, compared to the broader market-1.000.001.002.003.004.001.191.70
The chart of Sortino ratio for BGSIX, currently valued at 1.64, compared to the broader market0.002.004.006.008.0010.001.642.26
The chart of Omega ratio for BGSIX, currently valued at 1.22, compared to the broader market1.002.003.001.221.31
The chart of Calmar ratio for BGSIX, currently valued at 1.19, compared to the broader market0.005.0010.0015.001.192.30
The chart of Martin ratio for BGSIX, currently valued at 5.51, compared to the broader market0.0020.0040.0060.005.518.77
BGSIX
VIGAX

The current BGSIX Sharpe Ratio is 1.19, which is lower than the VIGAX Sharpe Ratio of 1.70. 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.19
1.70
BGSIX
VIGAX

Dividends

BGSIX vs. VIGAX - Dividend Comparison

BGSIX has not paid dividends to shareholders, while VIGAX's dividend yield for the trailing twelve months is around 0.33%.


TTM20242023202220212020201920182017201620152014
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%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.33%0.33%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%1.21%

Drawdowns

BGSIX vs. VIGAX - Drawdown Comparison

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.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-8.38%
-5.64%
BGSIX
VIGAX

Volatility

BGSIX vs. VIGAX - Volatility Comparison

BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 6.75% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 5.68%. 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.


4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
6.75%
5.68%
BGSIX
VIGAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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