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BLOX vs. IBIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BLOX vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nicholas Crypto Income ETF (BLOX) and iShares Bitcoin Trust ETF (IBIT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BLOX achieves a 16.52% return, which is significantly higher than IBIT's -25.48% return.


BLOX

1D
-2.56%
1M
10.59%
YTD
16.52%
6M
5.53%
1Y
3Y*
5Y*
10Y*

IBIT

1D
-2.76%
1M
-18.50%
YTD
-25.48%
6M
-29.84%
1Y
-38.74%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BLOX vs. IBIT - Yearly Performance Comparison


2026 (YTD)2025
BLOX
Nicholas Crypto Income ETF
16.52%9.24%
IBIT
iShares Bitcoin Trust ETF
-25.48%-16.55%

Correlation

The correlation between BLOX and IBIT is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 18, 2025

0.81

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Return for Risk

BLOX vs. IBIT — Risk / Return Rank

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

BLOX

IBIT
IBIT Risk / Return Rank: 22
Overall Rank
IBIT Sharpe Ratio Rank: 22
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 22
Sortino Ratio Rank
IBIT Omega Ratio Rank: 22
Omega Ratio Rank
IBIT Calmar Ratio Rank: 22
Calmar Ratio Rank
IBIT Martin Ratio Rank: 22
Martin Ratio Rank
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.

BLOX vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nicholas Crypto Income ETF (BLOX) and iShares Bitcoin Trust ETF (IBIT). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BLOX vs. IBIT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BLOXIBITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.30

+0.24

Drawdowns

BLOX vs. IBIT - Drawdown Comparison

The maximum BLOX drawdown since its inception was -47.09%, roughly equal to the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for BLOX and IBIT.


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Drawdown Indicators


BLOXIBITDifference

Max Drawdown

Largest peak-to-trough decline

-47.09%

-49.36%

+2.27%

Max Drawdown (1Y)

Largest decline over 1 year

-49.36%

Current Drawdown

Current decline from peak

-19.45%

-48.10%

+28.65%

Average Drawdown

Average peak-to-trough decline

-18.53%

-16.02%

-2.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.44%

Volatility

BLOX vs. IBIT - Volatility Comparison


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Volatility by Period


BLOXIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.50%

Volatility (6M)

Calculated over the trailing 6-month period

34.44%

Volatility (1Y)

Calculated over the trailing 1-year period

53.44%

43.73%

+9.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

53.44%

50.19%

+3.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

53.44%

50.19%

+3.25%

BLOX vs. IBIT - Expense Ratio Comparison

BLOX has a 1.03% expense ratio, which is higher than IBIT's 0.25% expense ratio.


Dividends

BLOX vs. IBIT - Dividend Comparison

BLOX's dividend yield for the trailing twelve months is around 36.81%, while IBIT has not paid dividends to shareholders.


PositionTTM2025
BLOX
Nicholas Crypto Income ETF
36.81%22.69%
IBIT
iShares Bitcoin Trust ETF
0.00%0.00%

Frequently Asked Questions


BLOX and IBIT have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IBIT is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBIT is cheaper with a 0.25% expense ratio, compared with 1.03% for BLOX.

BLOX has the higher dividend yield at 36.81%, compared with 0.00% for IBIT.

They also come from different issuers: Nicholas and iShares. Their fees differ too: 1.03% for BLOX and 0.25% for IBIT.

Portfolio Optimizer

Find the right allocation for BLOX and IBIT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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