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:
0.25
VOO:
0.33
BLPAX:
0.42
VOO:
0.60
BLPAX:
1.06
VOO:
1.09
BLPAX:
0.27
VOO:
0.33
BLPAX:
1.34
VOO:
1.63
BLPAX:
2.10%
VOO:
3.74%
BLPAX:
11.09%
VOO:
18.30%
BLPAX:
-23.27%
VOO:
-33.99%
BLPAX:
-6.20%
VOO:
-11.15%
Returns By Period
In the year-to-date period, BLPAX achieves a -2.10% return, which is significantly higher than VOO's -7.05% return. Over the past 10 years, BLPAX has underperformed VOO with an annualized return of 4.50%, while VOO has yielded a comparatively higher 11.98% annualized return.
BLPAX
-2.10%
-2.80%
-4.81%
2.68%
6.67%
4.50%
VOO
-7.05%
-2.85%
-5.28%
5.98%
16.13%
11.98%
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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 2.30%, more than VOO's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 2.30% | 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 | 1.40% | 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 7.12%, while Vanguard S&P 500 ETF (VOO) has a volatility of 12.91%. 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.