BTX vs SCHL

Comparison between BlackRock Innovation and Growth Term Trust (BTX, Company) and Scholastic Corp (SCHL, Company).

BTX is from the Financial Services sector, while SCHL is from the Communication Services sector.

5-Year PerformanceSCHL has outperformed BTX, delivering a return of +9.0% compared to -6.6%

BTX vs SCHL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTX(COMPANY)	SCHL(COMPANY)
Market Cap	$977M	$976M
Max Drawdown	76.03%	83.35%
Sharpe Ratio	0.98	1.98
5Y Beta	1.26	0.60
Industry	Asset Management	Publishing
P/E Ratio	27.00	15.70
Forward P/E	N/A	16.58
PEG Ratio	N/A	0.05
Dividend Yield	N/A	1.72%
5Y Dividends CAGR	47.97%	10.76%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-1.78%	6.95%

Market Cap

Winner

BTX

$977M

SCHL

$976M

Max Drawdown

Winner

BTX

76.03%

SCHL

83.35%

Sharpe Ratio

BTX

0.98

Winner

SCHL

1.98

5Y Beta

BTX

1.26

Winner

SCHL

0.60

Industry

BTX

Asset Management

SCHL

Publishing

P/E Ratio

BTX

27.00

Winner

SCHL

15.70

Forward P/E

BTX

N/A

SCHL

16.58

PEG Ratio

BTX

N/A

SCHL

0.05

Dividend Yield

BTX

N/A

SCHL

1.72%

5Y Dividends CAGR

Winner

BTX

47.97%

SCHL

10.76%

Debt to Equity

BTX

0.00%

SCHL

0.00%

Free Cash Flow Yield

BTX

-1.78%

Winner

SCHL

6.95%

BTX vs SCHL - Historical Returns

Returns include dividend reinvestment.

Period	BTX	SCHL
1 month	-10.48%	+10.51%
3 months	+15.22%	+18.76%
6 months	+26.10%	+36.47%
1 year	+29.70%	+126.21%
5 years(CAGR)	-6.62%	+9.04%
10 years(CAGR)	N/A	+3.40%
Max(CAGR)	-6.19%	+3.82%

BTX

-10.48%

Winner

SCHL

+10.51%

BTX

+15.22%

Winner

SCHL

+18.76%

BTX

+26.10%

Winner

SCHL

+36.47%

BTX

+29.70%

Winner

SCHL

+126.21%

5Y(CAGR)

BTX

-6.62%

Winner

SCHL

+9.04%

10Y(CAGR)

BTX

N/A

SCHL

+3.40%

Max(CAGR)

BTX

-6.19%

Winner

SCHL

+3.82%

BTX vs SCHL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTX	SCHL
2026	+30.62%	+57.51%
2025	+0.51%	+45.30%
2024	+15.41%	-42.59%
2023	+18.15%	-4.06%
2022	-49.26%	-0.94%
2021	-24.44%	+66.78%
2020	N/A	-33.11%
2019	N/A	-4.17%
2018	N/A	+2.33%
2017	N/A	-14.05%
2016	N/A	+24.71%
2015	N/A	+8.94%
2014	N/A	+11.38%
2013	N/A	+13.23%
2012	N/A	-2.84%
2011	N/A	-0.08%
2010	N/A	-4.43%
2009	N/A	+109.91%
2008	N/A	-60.08%
2007	N/A	-3.06%
2006	N/A	+24.83%
2005	N/A	-22.40%
2004	N/A	+10.96%
2003	N/A	-7.20%
2002	N/A	-27.46%
2001	N/A	+17.21%
2000	N/A	+44.56%
1999	N/A	+30.93%

BTX vs SCHL Drawdown Comparison

The maximum drawdown for BTX was -67.27%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The maximum drawdown for SCHL was -83.13%, occurring on Mar 5, 2009. Recovery took 5109 trading sessions.

The current BTX drawdown is -37.89%. The current SCHL drawdown is -1.37%.

Rank	BTX	SCHL
#1	-67.27% Apr 16, 2021 - Dec 28, 2022	-83.13% Apr 11, 2002 - Jul 27, 2022
#2	-0.27% Apr 9, 2021 - Apr 13, 2021	-64.51% Sep 2, 2022 - Jun 4, 2026
#3	N/A	-36.83% Jan 18, 2000 - Sep 20, 2000
#4	N/A	-27.66% Feb 15, 2001 - Dec 27, 2001
#5	N/A	-15.25% Dec 27, 2000 - Feb 15, 2001
#6	N/A	-14.09% Sep 27, 2000 - Dec 22, 2000
#7	N/A	-6.57% Jan 10, 2002 - Mar 4, 2002
#8	N/A	-5.59% Aug 1, 2022 - Sep 2, 2022
#9	N/A	-5.37% Mar 4, 2002 - Mar 8, 2002
#10	N/A	-4.58% Jul 1, 2026 - Jul 9, 2026
#11	N/A	-4.00% Jun 10, 2026 - Jun 26, 2026
#12	N/A	-3.52% Dec 31, 1999 - Jan 11, 2000
#13	N/A	-3.10% Mar 11, 2002 - Mar 18, 2002
#14	N/A	-2.24% Mar 18, 2002 - Apr 9, 2002
#15	N/A	-2.07% Dec 7, 1999 - Dec 31, 1999

Correlation

Correlation between BTX and SCHL is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.05

-101

Dividend Comparison (2008 - 2026)

BTX vs SCHL dividend yield comparison.

Year	BTX	SCHL
2026	3.76%	0.86%
2025	13.68%	2.70%
2024	11.21%	3.75%
2023	10.45%	2.12%
2022	14.54%	1.77%
2021	4.81%	1.50%
2020	0.00%	2.40%
2019	0.00%	1.56%
2018	0.00%	1.49%
2017	0.00%	1.50%
2016	0.00%	1.26%
2015	0.00%	1.56%
2014	0.00%	1.65%
2013	0.00%	1.54%
2012	0.00%	1.27%
2011	0.00%	1.33%
2010	0.00%	1.02%
2009	0.00%	1.01%
2008	0.00%	1.10%