BGT vs. VGT
BGT (BlackRock Floating Rate Income Trust) and VGT (Vanguard Information Technology ETF) are both funds - BGT is a Bank Loan fund managed by BlackRock, while VGT is a Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. Over the past 10 years, BGT returned 6.51%/yr vs 24.06%/yr for VGT. Their 0.26 correlation means their historical movements had little consistent relationship. BGT charges 1.74%/yr vs 0.09%/yr for VGT.
Performance
BGT vs. VGT - Performance Comparison
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Returns By Period
In the year-to-date period, BGT achieves a 3.20% return, which is significantly lower than VGT's 20.36% return. Over the past 10 years, BGT has underperformed VGT with an annualized return of 6.51%, while VGT has yielded a comparatively higher 24.06% annualized return.
BGT
- 1D
- 0.74%
- 1M
- 2.93%
- 6M
- 1.06%
- YTD
- 3.20%
- 1Y
- -3.09%
- 3Y*
- 8.77%
- 5Y*
- 6.83%
- 10Y*
- 6.51%
- ALL TIME*
- 5.40%
VGT
- 1D
- -0.38%
- 1M
- -1.30%
- 6M
- 21.30%
- YTD
- 20.36%
- 1Y
- 34.81%
- 3Y*
- 26.48%
- 5Y*
- 17.81%
- 10Y*
- 24.06%
- ALL TIME*
- 14.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.59M | $1.30M | $1.18M | |
| $440.89M | $515.41M | $573.34M |
BGT vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGT BlackRock Floating Rate Income Trust | 3.20% | -0.84% | 16.12% | 26.29% | -16.57% | 25.89% | -0.81% | 18.97% | -11.95% | 3.91% |
VGT Vanguard Information Technology ETF | 20.36% | 21.77% | 29.30% | 52.66% | -29.70% | 30.45% | 46.04% | 48.62% | 2.46% | 37.08% |
Correlation
The correlation between BGT and VGT is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2004 | 0.26 |
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Return for Risk
BGT vs. VGT — Risk / Return Rank
BGT
VGT
BGT vs. VGT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Floating Rate Income Trust (BGT) and Vanguard Information Technology ETF (VGT). 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.
| BGT | VGT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.59 | ||
| Sortino ratioReturn per unit of downside risk | -2.16 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.23 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 1.94 | -2.19 |
| Martin ratioReturn relative to average drawdown | -0.52 | 5.23 | -5.75 |
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Drawdowns
BGT vs. VGT - Drawdown Comparison
The maximum BGT drawdown since its inception was -58.06%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for BGT and VGT.
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Drawdown Indicators
| BGT | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.06% | -54.63% | -3.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -16.40% | +5.34% |
Max Drawdown (3Y)Largest decline over 3 years | -15.91% | -27.23% | +11.32% |
Max Drawdown (5Y)Largest decline over 5 years | -23.19% | -35.07% | +11.88% |
Max Drawdown (10Y)Largest decline over 10 years | -41.90% | -35.07% | -6.83% |
Current DrawdownCurrent decline from peak | -3.09% | -9.93% | +6.84% |
Average DrawdownAverage peak-to-trough decline | -8.10% | -7.95% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 6.07% | -0.66% |
Volatility
BGT vs. VGT - Volatility Comparison
The current volatility for BlackRock Floating Rate Income Trust (BGT) is 3.08%, while Vanguard Information Technology ETF (VGT) has a volatility of 8.42%. This indicates that BGT experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGT | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 8.42% | -5.34% |
Volatility (6M)Calculated over the trailing 6-month period | 7.43% | 20.14% | -12.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.95% | 24.28% | -14.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.60% | 25.83% | -12.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.35% | 24.89% | -9.54% |
BGT vs. VGT - Expense Ratio Comparison
BGT has a 1.74% expense ratio, which is higher than VGT's 0.09% expense ratio.
Dividends
BGT vs. VGT - Dividend Comparison
BGT's dividend yield for the trailing twelve months is around 13.33%, more than VGT's 0.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGT BlackRock Floating Rate Income Trust | 13.33% | 12.74% | 11.22% | 10.36% | 6.87% | 5.55% | 7.58% | 6.33% | 6.64% | 5.03% | 5.03% | 6.04% |
VGT Vanguard Information Technology ETF | 0.38% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Frequently Asked Questions
BGT and VGT have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VGT has higher volatility (8.42%) compared to BGT (3.08%). In terms of maximum drawdown, BGT dropped -58.06% vs VGT's -54.63%.
VGT currently has the higher Sharpe Ratio (1.31 vs -0.28), 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.
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