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.
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.
Performance
BGSIX vs. VOO - Performance Comparison
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Key characteristics
BGSIX:
0.56
VOO:
0.75
BGSIX:
0.96
VOO:
1.23
BGSIX:
1.13
VOO:
1.18
BGSIX:
0.64
VOO:
0.83
BGSIX:
1.93
VOO:
3.16
BGSIX:
9.22%
VOO:
4.94%
BGSIX:
31.39%
VOO:
19.52%
BGSIX:
-73.48%
VOO:
-33.99%
BGSIX:
-4.23%
VOO:
-2.44%
Returns By Period
In the year-to-date period, BGSIX achieves a 2.26% return, which is significantly higher than VOO's 2.06% return. Over the past 10 years, BGSIX has outperformed VOO with an annualized return of 19.03%, while VOO has yielded a comparatively lower 13.02% annualized return.
BGSIX
2.26%
9.47%
0.49%
17.37%
19.57%
14.42%
19.03%
VOO
2.06%
5.24%
-0.63%
14.47%
14.97%
15.62%
13.02%
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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 Rank
BGSIX
VOO
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.
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Dividends
BGSIX vs. VOO - Dividend Comparison
BGSIX's dividend yield for the trailing twelve months is around 3.83%, more than VOO's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | 3.83% | 3.91% | 0.00% | 0.00% | 7.12% | 4.47% | 1.39% | 1.15% | 7.72% | 1.10% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.27% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
BGSIX vs. VOO - Volatility Comparison
BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 5.39% compared to Vanguard S&P 500 ETF (VOO) at 4.69%. 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.
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