BGSIX vs. WFSPX
Compare and contrast key facts about BlackRock Technology Opportunities Institutional (BGSIX) and iShares S&P 500 Index Fund (WFSPX).
BGSIX is managed by BlackRock. It was launched on May 15, 2000. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
BGSIX vs. WFSPX - Performance Comparison
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BGSIX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | -6.23% | 19.92% | 40.31% | 49.49% | -42.99% | 8.45% | 86.73% | 44.23% | 2.24% | 49.89% |
WFSPX iShares S&P 500 Index Fund | -4.63% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, BGSIX achieves a -6.23% return, which is significantly lower than WFSPX's -4.63% return. Over the past 10 years, BGSIX has outperformed WFSPX with an annualized return of 21.01%, while WFSPX has yielded a comparatively lower 13.92% annualized return.
BGSIX
- 1D
- 4.79%
- 1M
- -7.24%
- YTD
- -6.23%
- 6M
- -7.87%
- 1Y
- 27.72%
- 3Y*
- 25.26%
- 5Y*
- 7.83%
- 10Y*
- 21.01%
WFSPX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.47%
- 1Y
- 16.96%
- 3Y*
- 18.15%
- 5Y*
- 11.69%
- 10Y*
- 13.92%
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BGSIX vs. WFSPX - Expense Ratio Comparison
BGSIX has a 0.93% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
BGSIX vs. WFSPX — Risk / Return Rank
BGSIX
WFSPX
BGSIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and iShares S&P 500 Index Fund (WFSPX). 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.
| BGSIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.96 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.47 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.49 | -0.12 |
Martin ratioReturn relative to average drawdown | 4.14 | 7.15 | -3.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGSIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.96 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.70 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.78 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.13 | +0.27 |
Correlation
The correlation between BGSIX and WFSPX 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.
Dividends
BGSIX vs. WFSPX - Dividend Comparison
BGSIX's dividend yield for the trailing twelve months is around 12.96%, more than WFSPX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | 12.96% | 12.16% | 7.82% | 0.00% | 0.00% | 7.12% | 4.47% | 1.39% | 1.15% | 7.72% | 1.10% | 0.00% |
WFSPX iShares S&P 500 Index Fund | 1.54% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
BGSIX vs. WFSPX - Drawdown Comparison
The maximum BGSIX drawdown since its inception was -73.48%, which is greater than WFSPX's maximum drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for BGSIX and WFSPX.
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Drawdown Indicators
| BGSIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.48% | -58.21% | -15.27% |
Max Drawdown (1Y)Largest decline over 1 year | -18.42% | -12.11% | -6.31% |
Max Drawdown (5Y)Largest decline over 5 years | -49.11% | -24.51% | -24.60% |
Max Drawdown (10Y)Largest decline over 10 years | -49.11% | -33.74% | -15.37% |
Current DrawdownCurrent decline from peak | -14.51% | -6.51% | -8.00% |
Average DrawdownAverage peak-to-trough decline | -25.57% | -12.84% | -12.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.09% | 2.53% | +3.56% |
Volatility
BGSIX vs. WFSPX - Volatility Comparison
BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 10.93% compared to iShares S&P 500 Index Fund (WFSPX) at 5.17%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGSIX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.93% | 5.17% | +5.76% |
Volatility (6M)Calculated over the trailing 6-month period | 19.27% | 9.44% | +9.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.46% | 18.21% | +10.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.43% | 16.88% | +10.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.60% | 18.00% | +7.60% |