BGSIX vs. VTCAX
BGSIX (BlackRock Technology Opportunities Institutional) and VTCAX (Vanguard Communication Services Index Fund Admiral Shares) are both Technology Equities funds. Over the past 10 years, BGSIX returned 23.26%/yr vs 7.65%/yr for VTCAX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. BGSIX charges 0.93%/yr vs 0.10%/yr for VTCAX.
Performance
BGSIX vs. VTCAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BGSIX achieves a 22.26% return, which is significantly higher than VTCAX's -6.72% return. Over the past 10 years, BGSIX has outperformed VTCAX with an annualized return of 23.26%, while VTCAX has yielded a comparatively lower 7.65% annualized return.
BGSIX
- 1D
- 7.11%
- 1M
- -7.30%
- 6M
- 19.53%
- YTD
- 22.26%
- 1Y
- 32.57%
- 3Y*
- 29.98%
- 5Y*
- 11.83%
- 10Y*
- 23.26%
- ALL TIME*
- 10.75%
VTCAX
- 1D
- -2.70%
- 1M
- -4.25%
- 6M
- -9.43%
- YTD
- -6.72%
- 1Y
- 5.85%
- 3Y*
- 18.15%
- 5Y*
- 5.59%
- 10Y*
- 7.65%
- ALL TIME*
- 8.53%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BGSIX vs. VTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | 22.26% | 19.92% | 40.31% | 49.49% | -42.99% | 8.45% | 86.73% | 44.23% | 2.24% | 49.89% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | -6.72% | 26.28% | 33.10% | 44.73% | -38.78% | 14.09% | 28.95% | 28.03% | -16.51% | -5.57% |
Correlation
The correlation between BGSIX and VTCAX is 0.43, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.43 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2004 | 0.70 |
Over the past year, the correlation between BGSIX and VTCAX has dropped to 0.43 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BGSIX vs. VTCAX — Risk / Return Rank
BGSIX
VTCAX
BGSIX vs. VTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Communication Services Index Fund Admiral Shares (VTCAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BGSIX | VTCAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.07 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.44 | +1.00 |
| Martin ratioReturn relative to average drawdown | 4.17 | 1.33 | +2.84 |
Loading charts...
Drawdowns
BGSIX vs. VTCAX - Drawdown Comparison
The maximum BGSIX drawdown since its inception was -73.48%, which is greater than VTCAX's maximum drawdown of -57.11%. Use the drawdown chart below to compare losses from any high point for BGSIX and VTCAX.
Loading charts...
Drawdown Indicators
| BGSIX | VTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.48% | -57.11% | -16.37% |
Max Drawdown (1Y)Largest decline over 1 year | -20.81% | -13.56% | -7.25% |
Max Drawdown (3Y)Largest decline over 3 years | -27.73% | -21.19% | -6.54% |
Max Drawdown (5Y)Largest decline over 5 years | -49.11% | -46.58% | -2.53% |
Max Drawdown (10Y)Largest decline over 10 years | -49.11% | -46.58% | -2.53% |
Current DrawdownCurrent decline from peak | -15.18% | -9.89% | -5.29% |
Average DrawdownAverage peak-to-trough decline | -25.31% | -11.85% | -13.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.16% | 4.44% | +2.72% |
Volatility
BGSIX vs. VTCAX - Volatility Comparison
BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 14.55% compared to Vanguard Communication Services Index Fund Admiral Shares (VTCAX) at 7.04%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than VTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BGSIX | VTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.55% | 7.04% | +7.51% |
Volatility (6M)Calculated over the trailing 6-month period | 28.48% | 13.58% | +14.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.24% | 17.02% | +15.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.21% | 21.48% | +7.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.62% | 21.11% | +5.51% |
BGSIX vs. VTCAX - Expense Ratio Comparison
BGSIX has a 0.93% expense ratio, which is higher than VTCAX's 0.10% expense ratio.
Dividends
BGSIX vs. VTCAX - Dividend Comparison
BGSIX's dividend yield for the trailing twelve months is around 15.38%, more than VTCAX's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | 15.38% | 12.16% | 7.82% | 0.00% | 0.00% | 7.12% | 4.47% | 1.39% | 1.15% | 7.72% | 1.10% | 0.00% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | 1.09% | 0.95% | 1.06% | 1.04% | 0.88% | 1.20% | 0.73% | 0.89% | 2.77% | 3.84% | 2.68% | 3.55% |
Frequently Asked Questions
BGSIX and VTCAX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGSIX has higher volatility (14.55%) compared to VTCAX (7.04%). In terms of maximum drawdown, BGSIX dropped -73.48% vs VTCAX's -57.11%.
BGSIX currently has the higher Sharpe Ratio (0.93 vs 0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BGSIX and VTCAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer