PortfoliosLab logoPortfoliosLab logo
CBTO vs. BLOX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CBTO vs. BLOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos Bitcoin 80 Series Structured Alt Protection ETF - October (CBTO) and Nicholas Crypto Income ETF (BLOX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CBTO achieves a -8.07% return, which is significantly lower than BLOX's -5.31% return.


CBTO

1D
0.18%
1M
0.18%
6M
-3.68%
YTD
-8.07%
1Y
3Y*
5Y*
10Y*
ALL TIME*

BLOX

1D
-2.41%
1M
-8.15%
6M
4.21%
YTD
-5.31%
1Y
-10.40%
3Y*
5Y*
10Y*
ALL TIME*
2.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$4.84M$4.79M$6.14M
$173.83K$130.79K$209.27K

CBTO vs. BLOX - Yearly Performance Comparison


Correlation

The correlation between CBTO and BLOX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 7, 2025

0.65

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CBTO vs. BLOX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CBTO

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


BLOX
BLOX Risk / Return Rank: 99
Overall Rank
BLOX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
BLOX Sortino Ratio Rank: 1010
Sortino Ratio Rank
BLOX Omega Ratio Rank: 1010
Omega Ratio Rank
BLOX Calmar Ratio Rank: 88
Calmar Ratio Rank
BLOX Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CBTO vs. BLOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos Bitcoin 80 Series Structured Alt Protection ETF - October (CBTO) and Nicholas Crypto Income ETF (BLOX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CBTOBLOXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.01

Calmar ratioReturn relative to maximum drawdown

-0.22

Martin ratioReturn relative to average drawdown

-0.40

CBTO vs. BLOX - Sharpe Ratio Comparison


Loading charts...

Drawdowns

CBTO vs. BLOX - Drawdown Comparison

The maximum CBTO drawdown since its inception was -21.27%, smaller than the maximum BLOX drawdown of -47.09%. Use the drawdown chart below to compare losses from any high point for CBTO and BLOX.


Loading charts...

Drawdown Indicators


CBTOBLOXDifference

Max Drawdown

Largest peak-to-trough decline

-21.27%

-47.09%

+25.82%

Max Drawdown (1Y)

Largest decline over 1 year

-47.09%

Current Drawdown

Current decline from peak

-20.94%

-34.54%

+13.60%

Average Drawdown

Average peak-to-trough decline

-16.14%

-19.97%

+3.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.80%

Volatility

CBTO vs. BLOX - Volatility Comparison


Loading charts...

Volatility by Period


CBTOBLOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.79%

Volatility (6M)

Calculated over the trailing 6-month period

42.97%

Volatility (1Y)

Calculated over the trailing 1-year period

11.49%

56.88%

-45.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.49%

55.01%

-43.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.49%

55.01%

-43.52%

CBTO vs. BLOX - Expense Ratio Comparison

CBTO has a 0.69% expense ratio, which is lower than BLOX's 1.03% expense ratio.


Dividends

CBTO vs. BLOX - Dividend Comparison

CBTO's dividend yield for the trailing twelve months is around 0.24%, less than BLOX's 49.77% yield.


Frequently Asked Questions


CBTO and BLOX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CBTO is cheaper at 0.69% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CBTO is cheaper with a 0.69% expense ratio, compared with 1.03% for BLOX.

BLOX has the higher dividend yield at 49.77%, compared with 0.24% for CBTO.

CBTO is categorized as Defined Outcome, while BLOX is Cryptocurrency. They also come from different issuers: Calamos and Nicholas. Their fees differ too: 0.69% for CBTO and 1.03% for BLOX.

Portfolio Optimizer

Find the right allocation for CBTO and BLOX

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

Open Portfolio Optimizer