BGT vs. VGT
Compare and contrast key facts about BlackRock Floating Rate Income Trust (BGT) and Vanguard Information Technology ETF (VGT).
BGT is managed by Blackrock. It was launched on Aug 26, 2004. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGT or VGT.
Correlation
The correlation between BGT and VGT is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGT vs. VGT - Performance Comparison
Key characteristics
BGT:
0.86
VGT:
1.20
BGT:
1.21
VGT:
1.65
BGT:
1.17
VGT:
1.22
BGT:
1.37
VGT:
1.76
BGT:
3.27
VGT:
6.12
BGT:
3.46%
VGT:
4.39%
BGT:
13.16%
VGT:
22.30%
BGT:
-58.31%
VGT:
-54.63%
BGT:
-3.64%
VGT:
-0.88%
Returns By Period
In the year-to-date period, BGT achieves a 0.41% return, which is significantly lower than VGT's 3.17% return. Over the past 10 years, BGT has underperformed VGT with an annualized return of 6.95%, while VGT has yielded a comparatively higher 20.64% annualized return.
BGT
0.41%
1.91%
5.09%
10.44%
8.51%
6.95%
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
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BGT vs. VGT - Expense Ratio Comparison
BGT has a 1.74% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
BGT vs. VGT — Risk-Adjusted Performance Rank
BGT
VGT
BGT vs. VGT - Risk-Adjusted Performance 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.
Dividends
BGT vs. VGT - Dividend Comparison
BGT's dividend yield for the trailing twelve months is around 11.39%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGT BlackRock Floating Rate Income Trust | 11.39% | 11.22% | 10.36% | 6.87% | 5.55% | 7.58% | 6.33% | 6.64% | 5.03% | 5.44% | 6.04% | 6.65% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
BGT vs. VGT - Drawdown Comparison
The maximum BGT drawdown since its inception was -58.31%, 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. For additional features, visit the drawdowns tool.
Volatility
BGT vs. VGT - Volatility Comparison
The current volatility for BlackRock Floating Rate Income Trust (BGT) is 1.72%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. 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.