BGSIX vs. XLK

In the year-to-date period, BGSIX achieves a -0.74% return, which is significantly higher than XLK's -2.05% return. Over the past 10 years, BGSIX has underperformed XLK with an annualized return of 17.04%, while XLK has yielded a comparatively higher 20.44% annualized return.

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BGSIX has a 0.93% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Technology Select Sector SPDR Fund (XLK). 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.

The current BGSIX Sharpe Ratio is 1.19, which is higher than the XLK Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of BGSIX and XLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGSIX has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.67%.

The maximum BGSIX drawdown since its inception was -73.48%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for BGSIX and XLK. For additional features, visit the drawdowns tool.

BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 6.75% compared to Technology Select Sector SPDR Fund (XLK) at 5.96%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.