Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) vs BlackRock Technology and Private Equity Term (BTX)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
BlackRock Technology and Private Equity Term (BTX) has outperformed Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) over the past year, gaining 36.2% versus a gain of 5.5%. Over five years, AIO leads with a -6.8% price change compared with -47.2% for BTX. BlackRock Technology and Private Equity Term is the larger company by market cap ($1.10 billion vs $875.8 million), about 1.3 times the size.
On valuation, BlackRock Technology and Private Equity Term trades at a lower trailing P/E (2.7x vs 3.7x for Virtus Artificial Intelligence & Technology Opportunities Fund).
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AIO | BTX |
|---|---|---|
| Share price | $25.43 | $9.40 |
| Market cap | $875.78M | $1.10B |
| 1-day change | +0.32% | +1.73% |
| YTD return | +16.92% | +42.64% |
| 1-year return | +5.47% | +36.23% |
| 5-year return | -6.82% | -47.19% |
| P/E ratio (TTM) | 3.66 | 2.67 |
| EPS (TTM) | $6.95 | $3.52 |
| Dividend yield | 9.91% | 6.70% |
| Annual dividend | $0.00 | $0.00 |
| 52-week high | $28.60 | $9.49 |
| 52-week low | $20.91 | $6.13 |
| Distance from 52-week high | -11.08% | -0.95% |
| Average volume | 70.61K | 505.35K |
| Shares outstanding | 34.44M | 116.71M |
| Sector | Finance | Financial Services |
| Industry | Finance/Investors Services | Asset Management |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- BTX has outperformed AIO by 30.8 percentage points over the past year.
- Virtus Artificial Intelligence & Technology Opportunities Fund trades at a higher earnings multiple (3.7x vs 2.7x trailing P/E).
- Virtus Artificial Intelligence & Technology Opportunities Fund offers a meaningfully higher dividend yield (9.91% vs 6.70%).
- The two companies sit in different sectors: Virtus Artificial Intelligence & Technology Opportunities Fund in Finance and BlackRock Technology and Private Equity Term in Financial Services.
About Virtus Artificial Intelligence & Technology Opportunities Fund
AIO stock →Virtus Artificial Intelligence & Technology Opportunities Fund is a closed-end multi asset fund spealizes in equity and debt securities. They prefer to invest in artificial intelligence and technology.
Finance · Finance/Investors Services
About BlackRock Technology and Private Equity Term
BTX stock →BlackRock Technology and Private Equity Term Trust is a mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC.
Financial Services · Asset Management
AIO vs BTX FAQ
Which is bigger, Virtus Artificial Intelligence & Technology Opportunities Fund or BlackRock Technology and Private Equity Term?
BlackRock Technology and Private Equity Term (BTX) is larger, with a market capitalization of $1.10B compared with $875.78M for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO).
Which stock has performed better over the past year, AIO or BTX?
BTX returned +36.23% over the past 12 months, compared with +5.47% for AIO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AIO or BTX?
BTX has the lower trailing P/E at 2.7, versus 3.7 for AIO. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Virtus Artificial Intelligence & Technology Opportunities Fund or BlackRock Technology and Private Equity Term?
Virtus Artificial Intelligence & Technology Opportunities Fund has the higher yield at 9.91%, compared with 6.70% for BlackRock Technology and Private Equity Term.
Are Virtus Artificial Intelligence & Technology Opportunities Fund and BlackRock Technology and Private Equity Term in the same industry?
No. Virtus Artificial Intelligence & Technology Opportunities Fund is in the Finance sector, while BlackRock Technology and Private Equity Term is in Financial Services.