BGSIX vs. VITAX
Compare and contrast key facts about BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
BGSIX is managed by Blackrock. It was launched on May 15, 2000. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGSIX or VITAX.
Key characteristics
| BGSIX | VITAX | |
|---|---|---|
| YTD Return | 10.40% | 4.78% |
| 1Y Return | 41.79% | 32.65% |
| 3Y Return (Ann) | 0.06% | 11.26% |
| 5Y Return (Ann) | 16.42% | 20.06% |
| 10Y Return (Ann) | 19.27% | 20.14% |
| Sharpe Ratio | 2.14 | 1.86 |
| Daily Std Dev | 20.03% | 18.32% |
| Max Drawdown | -73.48% | -54.81% |
| Current Drawdown | -13.24% | -4.35% |
Correlation
The correlation between BGSIX and VITAX 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. VITAX - Performance Comparison
In the year-to-date period, BGSIX achieves a 10.40% return, which is significantly higher than VITAX's 4.78% return. Both investments have delivered pretty close results over the past 10 years, with BGSIX having a 19.27% annualized return and VITAX not far ahead at 20.14%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BGSIX vs. VITAX - Expense Ratio Comparison
BGSIX has a 0.93% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
BGSIX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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. VITAX - Dividend Comparison
BGSIX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.71%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | 0.00% | 0.00% | 0.00% | 6.76% | 4.47% | 1.39% | 1.15% | 7.72% | 1.10% | 0.00% | 0.00% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.71% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
BGSIX vs. VITAX - Drawdown Comparison
The maximum BGSIX drawdown since its inception was -73.48%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for BGSIX and VITAX. For additional features, visit the drawdowns tool.
Volatility
BGSIX vs. VITAX - Volatility Comparison
BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 7.52% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 6.19%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.