BLPAX vs. SCHD
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and Schwab U.S. Dividend Equity ETF (SCHD).
BLPAX is managed by American Funds. It was launched on May 18, 2012. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Performance
BLPAX vs. SCHD - Performance Comparison
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BLPAX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | -1.31% | 16.64% | 11.30% | 13.87% | -13.60% | 13.87% | 13.16% | 19.53% | -4.59% | 16.71% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, BLPAX achieves a -1.31% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, BLPAX has underperformed SCHD with an annualized return of 8.49%, while SCHD has yielded a comparatively higher 12.25% annualized return.
BLPAX
- 1D
- 1.82%
- 1M
- -5.12%
- YTD
- -1.31%
- 6M
- 1.05%
- 1Y
- 14.30%
- 3Y*
- 12.13%
- 5Y*
- 6.62%
- 10Y*
- 8.49%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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BLPAX vs. SCHD - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
BLPAX vs. SCHD — Risk / Return Rank
BLPAX
SCHD
BLPAX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and Schwab U.S. Dividend Equity ETF (SCHD). 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.
| BLPAX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.88 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.32 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.05 | +0.89 |
Martin ratioReturn relative to average drawdown | 8.24 | 3.55 | +4.69 |
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
| BLPAX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 0.88 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.58 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.74 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.84 | +0.02 |
Correlation
The correlation between BLPAX and SCHD is 0.81, 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
BLPAX vs. SCHD - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 5.91%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 5.91% | 5.83% | 3.59% | 2.30% | 6.01% | 4.97% | 2.56% | 3.83% | 4.69% | 3.48% | 3.66% | 3.69% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
BLPAX vs. SCHD - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BLPAX and SCHD.
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Drawdown Indicators
| BLPAX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -33.37% | +10.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -12.74% | +5.06% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -16.85% | -3.80% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -33.37% | +10.16% |
Current DrawdownCurrent decline from peak | -5.58% | -3.43% | -2.15% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -3.34% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 3.75% | -1.95% |
Volatility
BLPAX vs. SCHD - Volatility Comparison
American Funds Moderate Growth and Income Portfolio Class A (BLPAX) has a higher volatility of 4.11% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that BLPAX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 2.33% | +1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 6.67% | 7.96% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 15.69% | -4.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 14.40% | -4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 16.70% | -5.91% |