BTX vs VOO
BlackRock Technology and Private Equity Term Trust vs Vanguard S&P 500 ETF
Which is better, BTX or VOO?
Mid Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. BTX led over 1Y, VOO over 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BTX | VOO |
|---|---|---|
| Expense Ratio | 1.35% | 0.03%Best |
| AUM | $1.1B | $997.4B |
| Dividend Yield | 6.62% | 1.04% |
| Holdings | 82 | 509 |
| YTD Return | +41.49%Best | +12.23% |
| 1Y Return | +37.68%Best | +18.60% |
| 3Y Return (annualized) | +19.24% | +20.98%Best |
| 5Y Return (annualized) | -5.03% | +12.76%Best |
| Volatility (annualized) | 27.8% | 15.3%Best |
| Max Drawdown | -67.3% | -24.5%Best |
| $10,000 over 5 years | $7,726 | $18,230Best |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Mar 26, 2021 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 26, 2021 to Sep 9, 2026 (5.5 years).
BTX vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.5 years both funds cover.
BTX vs VOO Performance
BlackRock Technology and Private Equity Term Trust (BTX) is an ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BTX returned +37.68% while VOO returned +18.60%. Year to date, BTX is up 41.49% versus a gain of 12.23% for VOO.
Over three years, BTX compounded at +19.24% per year against +20.98% for VOO; over five years the annualized figures are -5.03% and +12.76% respectively. Across the full 6-year window we track, VOO has the edge at +14.30% annualized vs -4.59%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BTX has been the more volatile fund, with annualized monthly volatility of 27.8% compared with 15.3% 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 -67.3% for BTX and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BTX charges 1.35% per year while VOO charges 0.03%. On a $10,000 position that is $135 vs $3 annually, a gap of $132 per year that compounds over a long holding period. On income, BTX currently yields 6.62% against 1.04% for VOO.
Holdings Overlap
At least 14.6% of VOO's money is in holdings BTX also owns.
Stated as a floor: for BTX, our book for it covers 68.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VOO and BTX share little of their money.
The two holdings books were reported 181 days apart, BTX as of Dec 31, 2025 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
14 positions in common, counted across the 57 positions we hold weights for in BTX and 505 in VOO, against full books of 82 and 509.
Top Shared Holdings
| Stock | Weight in BTX | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 8.47% | 7.51% | 0.96% |
| LITELumentum Holdings Inc | 4.00% | 0.10% | 3.90% |
| TSLATesla Motors Inc | 1.50% | 1.84% | 0.34% |
| MUMicron Technology, Inc. | 0.70% | 2.02% | 1.32% |
| AMDAdvanced Micro Devices Inc | 0.73% | 1.47% | 0.74% |
| KLACKla-tencor | 1.57% | 0.61% | 0.96% |
| APPAppLovin Corp. Com Cl A | 1.92% | 0.21% | 1.71% |
| MPWRMonolithic Power Systems Inc | 1.61% | 0.11% | 1.50% |
| TTWOTake-Two Interactive Software, Inc. | 1.58% | 0.07% | 1.51% |
| PLTRPalantir Technologies Inc | 1.13% | 0.42% | 0.71% |
You are not choosing between two funds in isolation.
Whichever of BTX and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BTX or VOO?
BTX has an expense ratio of 1.35% while VOO charges 0.03%. VOO is the cheaper option, by $132 a year on a $10,000 investment.
Which performed better, BTX or VOO?
Over the past year BTX returned +37.68% vs +18.60% for VOO, so BTX leads on 1-year performance. Over the longest common window we track (6 years), BTX annualized -4.59% vs +14.30% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BTX or VOO?
BTX has been the more volatile fund at 27.8% annualized versus 15.3% for VOO. Worst drawdown: BTX -67.3% vs VOO -24.5%.
Should I hold both BTX and VOO?
BTX and VOO have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BTX and VOO?
At least 14.6% of VOO's money is in holdings BTX also owns. Our book for BTX is partial, so the real figure is this or higher. They hold 14 positions in common, counted across the 57 positions we hold weights for in BTX and 505 in VOO.
Which pays a higher dividend, BTX or VOO?
BTX yields 6.62% while VOO yields 1.04%, so BTX currently pays the higher dividend yield.
Is VOO better than BTX?
VOO has a lower expense ratio. BTX led over 1Y, VOO over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.