BLPAX vs. VOO
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and Vanguard S&P 500 ETF (VOO).
BLPAX is managed by American Funds. It was launched on May 18, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLPAX or VOO.
Correlation
The correlation between BLPAX and VOO 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.
Performance
BLPAX vs. VOO - Performance Comparison
Key characteristics
BLPAX:
1.41
VOO:
1.76
BLPAX:
1.93
VOO:
2.37
BLPAX:
1.26
VOO:
1.32
BLPAX:
1.61
VOO:
2.66
BLPAX:
7.74
VOO:
11.10
BLPAX:
1.56%
VOO:
2.02%
BLPAX:
8.56%
VOO:
12.79%
BLPAX:
-23.27%
VOO:
-33.99%
BLPAX:
-1.01%
VOO:
-2.11%
Returns By Period
In the year-to-date period, BLPAX achieves a 3.32% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, BLPAX has underperformed VOO with an annualized return of 5.10%, while VOO has yielded a comparatively higher 13.03% annualized return.
BLPAX
3.32%
0.54%
2.13%
10.83%
5.44%
5.10%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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BLPAX vs. VOO - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BLPAX vs. VOO — Risk-Adjusted Performance Rank
BLPAX
VOO
BLPAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
BLPAX vs. VOO - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 2.15%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 2.15% | 2.22% | 2.25% | 2.14% | 1.43% | 1.75% | 1.89% | 2.08% | 1.52% | 1.65% | 1.56% | 2.86% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BLPAX vs. VOO - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.27%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BLPAX and VOO. For additional features, visit the drawdowns tool.
Volatility
BLPAX vs. VOO - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 2.17%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.