BLPAX vs. SPY
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and State Street SPDR S&P 500 ETF (SPY).
BLPAX is managed by American Funds. It was launched on May 18, 2012. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
BLPAX vs. SPY - Performance Comparison
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BLPAX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | -3.07% | 16.64% | 11.30% | 13.87% | -13.60% | 13.87% | 13.16% | 19.53% | -4.59% | 16.71% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, BLPAX achieves a -3.07% return, which is significantly higher than SPY's -4.37% return. Over the past 10 years, BLPAX has underperformed SPY with an annualized return of 8.29%, while SPY has yielded a comparatively higher 13.98% annualized return.
BLPAX
- 1D
- -0.05%
- 1M
- -7.13%
- YTD
- -3.07%
- 6M
- -0.36%
- 1Y
- 12.63%
- 3Y*
- 11.46%
- 5Y*
- 6.42%
- 10Y*
- 8.29%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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BLPAX vs. SPY - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
BLPAX vs. SPY — Risk / Return Rank
BLPAX
SPY
BLPAX vs. SPY - 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 State Street SPDR S&P 500 ETF (SPY). 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 | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.93 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.45 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.53 | +0.02 |
Martin ratioReturn relative to average drawdown | 6.69 | 7.30 | -0.61 |
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 | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.93 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.69 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.78 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.56 | +0.29 |
Correlation
The correlation between BLPAX and SPY is 0.93, 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. SPY - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 6.01%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 6.01% | 5.83% | 3.59% | 2.30% | 6.01% | 4.97% | 2.56% | 3.83% | 4.69% | 3.48% | 3.66% | 3.69% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
BLPAX vs. SPY - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BLPAX and SPY.
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Drawdown Indicators
| BLPAX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -55.19% | +31.98% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -12.05% | +4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -24.50% | +3.85% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -33.72% | +10.51% |
Current DrawdownCurrent decline from peak | -7.26% | -6.24% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -9.09% | +6.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 2.52% | -0.75% |
Volatility
BLPAX vs. SPY - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 3.50%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 5.31% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 6.42% | 9.47% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.60% | 19.05% | -8.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.33% | 17.06% | -6.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.77% | 17.92% | -7.15% |