SCHL vs BTX

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

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

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

SCHL vs BTX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

SCHL

$976M

Winner

BTX

$977M

Max Drawdown

SCHL

83.35%

Winner

BTX

76.03%

Sharpe Ratio

Winner

SCHL

1.98

BTX

0.98

5Y Beta

Winner

SCHL

0.60

BTX

1.26

Industry

SCHL

Publishing

BTX

Asset Management

P/E Ratio

Winner

SCHL

15.70

BTX

27.00

Forward P/E

SCHL

16.58

BTX

N/A

PEG Ratio

SCHL

0.05

BTX

N/A

Dividend Yield

SCHL

1.72%

BTX

N/A

5Y Dividends CAGR

SCHL

10.76%

Winner

BTX

47.97%

Debt to Equity

SCHL

0.00%

BTX

0.00%

Free Cash Flow Yield

Winner

SCHL

6.95%

BTX

-1.78%

SCHL vs BTX - Historical Returns

Returns include dividend reinvestment.

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

Winner

SCHL

+10.51%

BTX

-10.48%

Winner

SCHL

+18.76%

BTX

+15.22%

Winner

SCHL

+36.47%

BTX

+26.10%

Winner

SCHL

+126.21%

BTX

+29.70%

5Y(CAGR)

Winner

SCHL

+9.04%

BTX

-6.62%

10Y(CAGR)

SCHL

+3.40%

BTX

N/A

Max(CAGR)

Winner

SCHL

+3.82%

BTX

-6.19%

SCHL vs BTX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SCHL vs BTX Drawdown Comparison

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

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

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

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

Correlation

Correlation between SCHL and BTX 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)

SCHL vs BTX dividend yield comparison.

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