BGSIX vs. VOO
Compare and contrast key facts about BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard S&P 500 ETF (VOO).
BGSIX is managed by Blackrock. It was launched on May 15, 2000. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGSIX or VOO.
Key characteristics
| BGSIX | VOO | |
|---|---|---|
| YTD Return | 8.81% | 6.62% |
| 1Y Return | 42.16% | 25.71% |
| 3Y Return (Ann) | 0.00% | 8.15% |
| 5Y Return (Ann) | 15.71% | 13.32% |
| 10Y Return (Ann) | 19.02% | 12.46% |
| Sharpe Ratio | 2.04 | 2.13 |
| Daily Std Dev | 20.16% | 11.67% |
| Max Drawdown | -73.48% | -33.99% |
| Current Drawdown | -14.49% | -3.56% |
Correlation
The correlation between BGSIX and VOO 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.
Performance
BGSIX vs. VOO - Performance Comparison
In the year-to-date period, BGSIX achieves a 8.81% return, which is significantly higher than VOO's 6.62% return. Over the past 10 years, BGSIX has outperformed VOO with an annualized return of 19.02%, while VOO has yielded a comparatively lower 12.46% annualized return. 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. VOO - Expense Ratio Comparison
BGSIX has a 0.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BGSIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BGSIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.38%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BGSIX vs. VOO - Drawdown Comparison
The maximum BGSIX drawdown since its inception was -73.48%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BGSIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BGSIX vs. VOO - Volatility Comparison
BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 7.90% compared to Vanguard S&P 500 ETF (VOO) at 4.04%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.