FSDIX vs. BGSAX
Compare and contrast key facts about Fidelity Strategic Dividend & Income Fund (FSDIX) and BlackRock Technology Opportunities Fund Investor A (BGSAX).
FSDIX is managed by Fidelity. It was launched on Dec 23, 2003. BGSAX is managed by BlackRock. It was launched on Apr 15, 2000.
Performance
FSDIX vs. BGSAX - Performance Comparison
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FSDIX vs. BGSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSDIX Fidelity Strategic Dividend & Income Fund | 3.35% | 6.52% | 11.52% | 9.45% | -9.84% | 19.03% | 11.23% | 22.50% | -4.33% | 11.23% |
BGSAX BlackRock Technology Opportunities Fund Investor A | -10.56% | 19.63% | 40.56% | 49.09% | -43.13% | 8.19% | 86.27% | 43.84% | 2.03% | 49.45% |
Returns By Period
In the year-to-date period, FSDIX achieves a 3.35% return, which is significantly higher than BGSAX's -10.56% return. Over the past 10 years, FSDIX has underperformed BGSAX with an annualized return of 8.58%, while BGSAX has yielded a comparatively higher 20.19% annualized return.
FSDIX
- 1D
- -0.27%
- 1M
- -5.65%
- YTD
- 3.35%
- 6M
- -0.38%
- 1Y
- 8.54%
- 3Y*
- 9.57%
- 5Y*
- 6.48%
- 10Y*
- 8.58%
BGSAX
- 1D
- -1.95%
- 1M
- -11.20%
- YTD
- -10.56%
- 6M
- -11.60%
- 1Y
- 22.97%
- 3Y*
- 23.19%
- 5Y*
- 7.20%
- 10Y*
- 20.19%
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FSDIX vs. BGSAX - Expense Ratio Comparison
FSDIX has a 0.68% expense ratio, which is lower than BGSAX's 1.20% expense ratio.
Return for Risk
FSDIX vs. BGSAX — Risk / Return Rank
FSDIX
BGSAX
FSDIX vs. BGSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Dividend & Income Fund (FSDIX) 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.
| FSDIX | BGSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.80 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.28 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.95 | -0.10 |
Martin ratioReturn relative to average drawdown | 3.41 | 2.87 | +0.54 |
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
| FSDIX | BGSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.80 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.26 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.79 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.38 | +0.13 |
Correlation
The correlation between FSDIX and BGSAX is 0.73, 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
FSDIX vs. BGSAX - Dividend Comparison
FSDIX's dividend yield for the trailing twelve months is around 1.74%, less than BGSAX's 15.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDIX Fidelity Strategic Dividend & Income Fund | 1.74% | 1.80% | 5.27% | 5.71% | 4.23% | 8.43% | 5.67% | 6.68% | 8.19% | 6.57% | 4.92% | 6.38% |
BGSAX BlackRock Technology Opportunities Fund Investor A | 15.15% | 13.55% | 8.68% | 0.00% | 0.00% | 7.66% | 4.86% | 1.50% | 1.24% | 8.01% | 1.17% | 0.00% |
Drawdowns
FSDIX vs. BGSAX - Drawdown Comparison
The maximum FSDIX drawdown since its inception was -58.92%, smaller than the maximum BGSAX drawdown of -73.75%. Use the drawdown chart below to compare losses from any high point for FSDIX and BGSAX.
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Drawdown Indicators
| FSDIX | BGSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.92% | -73.75% | +14.83% |
Max Drawdown (1Y)Largest decline over 1 year | -9.50% | -18.49% | +8.99% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -49.22% | +32.14% |
Max Drawdown (10Y)Largest decline over 10 years | -29.99% | -49.22% | +19.23% |
Current DrawdownCurrent decline from peak | -5.75% | -18.49% | +12.74% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -26.53% | +20.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 6.12% | -3.77% |
Volatility
FSDIX vs. BGSAX - Volatility Comparison
The current volatility for Fidelity Strategic Dividend & Income Fund (FSDIX) is 3.31%, while BlackRock Technology Opportunities Fund Investor A (BGSAX) has a volatility of 9.62%. This indicates that FSDIX 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.
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Volatility by Period
| FSDIX | BGSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 9.62% | -6.31% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 18.69% | -9.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.16% | 28.11% | -14.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.23% | 27.36% | -16.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.55% | 25.55% | -13.00% |