AIVC vs. BLOK

Last updated Jun 4, 2026

AIVC (Amplify Bloomberg AI Value Chain ETF) and BLOK (Amplify Transformational Data Sharing ETF) are both Technology Equities funds from Amplify. AIVC is passively managed, while BLOK is actively managed. Over the past 5 years, AIVC returned 20.46%/yr vs 11.96%/yr for BLOK. A 0.70 correlation means they provide meaningful diversification when combined. AIVC charges 0.59%/yr vs 0.71%/yr for BLOK.

Performance

AIVC vs. BLOK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Bloomberg AI Value Chain ETF (AIVC) and Amplify Transformational Data Sharing ETF (BLOK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AIVC achieves a 79.45% return, which is significantly higher than BLOK's 16.21% return.

AIVC

• 1D: -1.33%
• 1M: 30.74%
• YTD: 79.45%
• 6M: 79.35%
• 1Y: 151.70%
• 3Y*: 51.42%
• 5Y*: 20.46%
• 10Y*: 17.12%

BLOK

• 1D: -2.62%
• 1M: 7.72%
• YTD: 16.21%
• 6M: 7.24%
• 1Y: 30.79%
• 3Y*: 51.34%
• 5Y*: 11.96%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AIVC vs. BLOK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
AIVC Amplify Bloomberg AI Value Chain ETF	79.45%	39.94%	18.22%	39.28%	-38.91%	-7.23%	41.45%	27.78%	-21.61%
BLOK Amplify Transformational Data Sharing ETF	16.21%	32.64%	53.12%	99.62%	-62.36%	30.76%	90.17%	29.54%	-25.97%

Correlation

The correlation between AIVC and BLOK is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.68
Correlation (3Y) Calculated over the trailing 3-year period	0.66
Correlation (5Y) Calculated over the trailing 5-year period	0.71
Correlation (All Time) Calculated using the full available price history since Jan 18, 2018	0.70

The correlation between AIVC and BLOK has been stable across timeframes, ranging from 0.66 to 0.71 - a consistent structural relationship.

AIVC vs. BLOK - Sectors Allocation Comparison

Sectors	AIVC	BLOK
Technology	91.2%	31.8%
Communication Services	4.6%	5.2%
Consumer Cyclical	4.2%	6.7%
Financial Services	0.8%	55.3%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Industrials	-	1.0%
Real Estate	-	0.0%
Utilities	-	-

Return for Risk

AIVC vs. BLOK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIVC

AIVC Risk / Return Rank: 96
AIVC Sharpe Ratio Rank: 98
AIVC Sortino Ratio Rank: 95
AIVC Omega Ratio Rank: 94
AIVC Calmar Ratio Rank: 97
AIVC Martin Ratio Rank: 96

BLOK

BLOK Risk / Return Rank: 21
BLOK Sharpe Ratio Rank: 23
BLOK Sortino Ratio Rank: 23
BLOK Omega Ratio Rank: 23
BLOK Calmar Ratio Rank: 20
BLOK Martin Ratio Rank: 18

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIVC vs. BLOK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Bloomberg AI Value Chain ETF (AIVC) and Amplify Transformational Data Sharing ETF (BLOK). 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.

	AIVC	BLOK	Difference
Sharpe ratio Return per unit of total volatility	5.14	0.81	+4.33
Sortino ratio Return per unit of downside risk	5.21	1.30	+3.91
Omega ratio Gain probability vs. loss probability	1.69	1.16	+0.53
Calmar ratio Return relative to maximum drawdown	10.82	0.87	+9.95
Martin ratio Return relative to average drawdown	36.63	1.90	+34.73
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AIVC vs. BLOK - Sharpe Ratio Comparison

The current AIVC Sharpe Ratio is 5.14, which is higher than the BLOK Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of AIVC and BLOK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AIVC	BLOK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	5.14	0.81	+4.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.68	0.28	+0.40
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.64	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.64	0.48	+0.16

Drawdowns

AIVC vs. BLOK - Drawdown Comparison

The maximum AIVC drawdown since its inception was -56.11%, smaller than the maximum BLOK drawdown of -73.33%. Use the drawdown chart below to compare losses from any high point for AIVC and BLOK.

Drawdown Indicators

	AIVC	BLOK	Difference
Max Drawdown Largest peak-to-trough decline	-56.11%	-73.33%	+17.22%
Max Drawdown (1Y) Largest decline over 1 year	-14.11%	-35.64%	+21.53%
Max Drawdown (3Y) Largest decline over 3 years	-32.55%	-35.64%	+3.09%
Max Drawdown (5Y) Largest decline over 5 years	-53.58%	-73.33%	+19.75%
Max Drawdown (10Y) Largest decline over 10 years	-56.11%	—	—
Current Drawdown Current decline from peak	-1.33%	-10.16%	+8.83%
Average Drawdown Average peak-to-trough decline	-16.43%	-26.08%	+9.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.16%	16.23%	-12.07%

Volatility

AIVC vs. BLOK - Volatility Comparison

Amplify Bloomberg AI Value Chain ETF (AIVC) and Amplify Transformational Data Sharing ETF (BLOK) have volatilities of 11.07% and 10.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AIVC	BLOK	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.07%	10.59%	+0.48%
Volatility (6M) Calculated over the trailing 6-month period	23.72%	28.55%	-4.83%
Volatility (1Y) Calculated over the trailing 1-year period	29.71%	38.29%	-8.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.20%	42.36%	-12.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.93%	38.97%	-12.04%

AIVC vs. BLOK - Expense Ratio Comparison

AIVC has a 0.59% expense ratio, which is lower than BLOK's 0.71% expense ratio.

Dividends

AIVC vs. BLOK - Dividend Comparison

AIVC's dividend yield for the trailing twelve months is around 0.10%, less than BLOK's 0.62% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
AIVC Amplify Bloomberg AI Value Chain ETF	0.10%	0.17%	0.21%	0.00%	0.00%	0.00%	0.39%	1.16%	0.38%	0.92%	0.64%
BLOK Amplify Transformational Data Sharing ETF	0.62%	0.72%	6.00%	1.15%	0.00%	14.31%	1.88%	2.05%	1.30%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AIVC and BLOK in my portfolio?

AIVC and BLOK have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AIVC or BLOK?

AIVC has higher volatility (11.07%) compared to BLOK (10.59%). In terms of maximum drawdown, AIVC dropped -56.11% vs BLOK's -73.33%.

Which ETF is better, AIVC or BLOK?

On 5-year performance, AIVC leads with 20.46% vs 11.96% for BLOK. On fees, AIVC is cheaper at 0.59% per year. On volatility, BLOK has been the lower-risk option at 10.59%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AIVC or BLOK?

Over the 5-year period, AIVC has performed better with a 20.46% return vs 11.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AIVC or BLOK?

AIVC is cheaper with a 0.59% expense ratio, compared with 0.71% for BLOK.

Which ETF pays a higher dividend yield, AIVC or BLOK?

BLOK has the higher dividend yield at 0.62%, compared with 0.10% for AIVC.

What is the main difference between AIVC and BLOK?

Their fees differ too: 0.59% for AIVC and 0.71% for BLOK.

Which has better risk-adjusted returns?

AIVC currently has the higher Sharpe Ratio (5.14 vs 0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.