BROIX vs. BGSAX
BROIX (BlackRock Advantage International Fund) and BGSAX (BlackRock Technology Opportunities Fund Investor A) are both mutual funds - BROIX is a Foreign Large Cap Equities fund managed by BlackRock, while BGSAX is a Technology Equities fund actively managed by BlackRock. Over the past 10 years, BROIX returned 10.08%/yr vs 23.29%/yr for BGSAX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. BROIX charges 0.50%/yr vs 1.14%/yr for BGSAX.
Performance
BROIX vs. BGSAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BROIX achieves a 12.95% return, which is significantly lower than BGSAX's 23.72% return. Over the past 10 years, BROIX has underperformed BGSAX with an annualized return of 10.08%, while BGSAX has yielded a comparatively higher 23.29% annualized return.
BROIX
- 1D
- -0.64%
- 1M
- 1.29%
- 6M
- 6.80%
- YTD
- 12.95%
- 1Y
- 26.45%
- 3Y*
- 18.37%
- 5Y*
- 11.04%
- 10Y*
- 10.08%
- ALL TIME*
- 7.23%
BGSAX
- 1D
- 1.34%
- 1M
- -6.07%
- 6M
- 21.27%
- YTD
- 23.72%
- 1Y
- 34.02%
- 3Y*
- 30.49%
- 5Y*
- 11.95%
- 10Y*
- 23.29%
- ALL TIME*
- 10.44%
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 |
BROIX vs. BGSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BROIX BlackRock Advantage International Fund | 12.95% | 32.45% | 6.76% | 19.44% | -13.48% | 13.07% | 7.34% | 21.61% | -15.07% | 24.20% |
BGSAX BlackRock Technology Opportunities Fund Investor A | 23.72% | 19.63% | 40.56% | 49.09% | -43.13% | 8.19% | 86.27% | 43.84% | 2.03% | 49.45% |
Correlation
The correlation between BROIX and BGSAX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.66 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.66 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2006 | 0.76 |
The correlation between BROIX and BGSAX shifts across timeframes, from 0.59 (3 years) to 0.76 (all time), reflecting how their relationship changes across market environments.
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
BROIX vs. BGSAX — Risk / Return Rank
BROIX
BGSAX
BROIX vs. BGSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage International Fund (BROIX) and BlackRock Technology Opportunities Fund Investor A (BGSAX). 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.
| BROIX | BGSAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | 1.50 | +0.88 |
| Martin ratioReturn relative to average drawdown | 9.19 | 4.32 | +4.87 |
Loading charts...
Drawdowns
BROIX vs. BGSAX - Drawdown Comparison
The maximum BROIX drawdown since its inception was -54.49%, smaller than the maximum BGSAX drawdown of -73.75%. Use the drawdown chart below to compare losses from any high point for BROIX and BGSAX.
Loading charts...
Drawdown Indicators
| BROIX | BGSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.49% | -73.75% | +19.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -20.84% | +9.72% |
Max Drawdown (3Y)Largest decline over 3 years | -14.05% | -27.75% | +13.70% |
Max Drawdown (5Y)Largest decline over 5 years | -28.24% | -49.22% | +20.98% |
Max Drawdown (10Y)Largest decline over 10 years | -36.24% | -49.22% | +12.98% |
Current DrawdownCurrent decline from peak | -0.64% | -14.07% | +13.43% |
Average DrawdownAverage peak-to-trough decline | -9.77% | -26.26% | +16.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 7.25% | -4.37% |
Volatility
BROIX vs. BGSAX - Volatility Comparison
The current volatility for BlackRock Advantage International Fund (BROIX) is 4.71%, while BlackRock Technology Opportunities Fund Investor A (BGSAX) has a volatility of 14.18%. This indicates that BROIX experiences smaller price fluctuations and is considered to be less risky than BGSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BROIX | BGSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 14.18% | -9.47% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 28.47% | -14.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.06% | 32.25% | -16.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.31% | 29.21% | -12.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 26.63% | -10.23% |
BROIX vs. BGSAX - Expense Ratio Comparison
BROIX has a 0.50% expense ratio, which is lower than BGSAX's 1.14% expense ratio.
Dividends
BROIX vs. BGSAX - Dividend Comparison
BROIX's dividend yield for the trailing twelve months is around 7.40%, less than BGSAX's 17.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | 17.19% | 13.55% | 8.68% | 0.00% | 0.00% | 7.66% | 4.86% | 1.50% | 1.24% | 8.01% | 1.17% | 0.00% |
BROIX BlackRock Advantage International Fund | 7.40% | 7.13% | 3.55% | 2.71% | 3.37% | 8.52% | 1.72% | 2.67% | 2.69% | 0.72% | 2.09% | 0.78% |
Frequently Asked Questions
BROIX and BGSAX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGSAX has higher volatility (14.18%) compared to BROIX (4.71%). In terms of maximum drawdown, BROIX dropped -54.49% vs BGSAX's -73.75%.
BROIX currently has the higher Sharpe Ratio (1.65 vs 0.97), 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 BROIX and BGSAX
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