BSTZ vs VOO
BlackRock Science and Technology Term Trust vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BSTZ delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BSTZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.03% | |
| AUM | $2.3B | $997.4B | |
| Dividend Yield | 7.94% | 1.08% | |
| Holdings | 75 | 509 | |
| YTD Return | +38.51% | +12.25% | |
| 1Y Return | +61.03% | +20.92% | |
| 3Y Return (annualized) | +34.45% | +21.79% | |
| 5Y Return (annualized) | +5.84% | +13.05% | |
| Volatility (annualized) | 28.8% | 14.1% | |
| Max Drawdown | -59.3% | -34.3% | |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 26, 2019 | Sep 7, 2010 |
BSTZ vs VOO Performance
BlackRock Science and Technology Term Trust (BSTZ) is a ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSTZ returned +61.03% while VOO returned +20.92%. Year to date, BSTZ is up 38.51% versus a gain of 12.25% for VOO.
Over three years, BSTZ compounded at +34.45% per year against +21.79% for VOO; over five years the annualized figures are +5.84% and +13.05% respectively. Across the full 7-year window we track, BSTZ has the edge at +14.96% annualized vs +13.45%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSTZ has been the more volatile fund, with annualized monthly volatility of 28.8% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -59.3% for BSTZ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSTZ charges 1.05% per year while VOO charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, BSTZ currently yields 7.94% against 1.08% for VOO.
Holdings Overlap
BSTZ and VOO share 15 holdings out of 545 unique holdings combined, representing a 12.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BSTZ or VOO?
BSTZ has an expense ratio of 1.05% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $102 per year of difference.
Which performed better, BSTZ or VOO?
Over the past year BSTZ returned +61.03% vs +20.92% for VOO, so BSTZ leads on 1-year performance. Over the longest common window we track (7 years), BSTZ annualized +14.96% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, BSTZ or VOO?
BSTZ has been the more volatile fund at 28.8% annualized versus 14.1% for VOO. Worst drawdown: BSTZ -59.3% vs VOO -34.3%.
Should I hold both BSTZ and VOO?
BSTZ and VOO have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSTZ and VOO?
BSTZ and VOO share 15 common holdings with a 12.2% weight overlap. Combined, they hold 545 unique securities.
Which pays a higher dividend, BSTZ or VOO?
BSTZ yields 7.94% while VOO yields 1.08%, so BSTZ currently pays the higher dividend yield.
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