VITAX vs. BGSIX
Compare and contrast key facts about Vanguard Information Technology Index Fund Admiral Shares (VITAX) and BlackRock Technology Opportunities Institutional (BGSIX).
VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004. BGSIX is managed by BlackRock. It was launched on May 15, 2000.
Performance
VITAX vs. BGSIX - Performance Comparison
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VITAX vs. BGSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
BGSIX BlackRock Technology Opportunities Institutional | -10.51% | 19.92% | 40.31% | 49.49% | -42.99% | 8.45% | 86.73% | 44.23% | 2.24% | 49.89% |
Returns By Period
In the year-to-date period, VITAX achieves a -11.14% return, which is significantly lower than BGSIX's -10.51% return. Both investments have delivered pretty close results over the past 10 years, with VITAX having a 20.84% annualized return and BGSIX not far behind at 20.45%.
VITAX
- 1D
- -1.79%
- 1M
- -7.83%
- YTD
- -11.14%
- 6M
- -10.25%
- 1Y
- 23.94%
- 3Y*
- 20.87%
- 5Y*
- 14.06%
- 10Y*
- 20.84%
BGSIX
- 1D
- -1.97%
- 1M
- -11.18%
- YTD
- -10.51%
- 6M
- -11.50%
- 1Y
- 23.26%
- 3Y*
- 23.32%
- 5Y*
- 7.37%
- 10Y*
- 20.45%
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VITAX vs. BGSIX - Expense Ratio Comparison
VITAX has a 0.10% expense ratio, which is lower than BGSIX's 0.93% expense ratio.
Return for Risk
VITAX vs. BGSIX — Risk / Return Rank
VITAX
BGSIX
VITAX vs. BGSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Information Technology Index Fund Admiral Shares (VITAX) and BlackRock Technology Opportunities Institutional (BGSIX). 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.
| VITAX | BGSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.81 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.39 | 1.29 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.97 | +0.29 |
Martin ratioReturn relative to average drawdown | 3.92 | 2.93 | +0.99 |
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
| VITAX | BGSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.81 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.27 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.80 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.39 | +0.19 |
Correlation
The correlation between VITAX and BGSIX is 0.94, 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
VITAX vs. BGSIX - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.46%, less than BGSIX's 13.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
BGSIX BlackRock Technology Opportunities Institutional | 13.59% | 12.16% | 7.82% | 0.00% | 0.00% | 7.12% | 4.47% | 1.39% | 1.15% | 7.72% | 1.10% | 0.00% |
Drawdowns
VITAX vs. BGSIX - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, smaller than the maximum BGSIX drawdown of -73.48%. Use the drawdown chart below to compare losses from any high point for VITAX and BGSIX.
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Drawdown Indicators
| VITAX | BGSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -73.48% | +18.67% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -18.42% | +2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -49.11% | +14.01% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | -49.11% | +14.01% |
Current DrawdownCurrent decline from peak | -16.38% | -18.42% | +2.04% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -25.57% | +17.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 6.09% | -0.85% |
Volatility
VITAX vs. BGSIX - Volatility Comparison
The current volatility for Vanguard Information Technology Index Fund Admiral Shares (VITAX) is 6.70%, while BlackRock Technology Opportunities Institutional (BGSIX) has a volatility of 9.62%. This indicates that VITAX experiences smaller price fluctuations and is considered to be less risky than BGSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITAX | BGSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 9.62% | -2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 18.69% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.38% | 28.12% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.22% | 27.36% | -2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.69% | 25.55% | -0.86% |