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CBXJ vs. BLOK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CBXJ vs. BLOK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) and Amplify Transformational Data Sharing ETF (BLOK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CBXJ achieves a -10.13% return, which is significantly lower than BLOK's 16.21% return.


CBXJ

1D
-0.69%
1M
-6.42%
YTD
-10.13%
6M
-15.21%
1Y
-20.48%
3Y*
5Y*
10Y*

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)

CBXJ vs. BLOK - Yearly Performance Comparison


Correlation

The correlation between CBXJ and BLOK is 0.71, 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

0.71

Correlation (All Time)
Calculated using the full available price history since Feb 5, 2025

0.70

The correlation between CBXJ and BLOK has been stable across timeframes, ranging from 0.70 to 0.71 - a consistent structural relationship.

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Return for Risk

CBXJ vs. BLOK — Risk / Return Rank

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

CBXJ
CBXJ Risk / Return Rank: 22
Overall Rank
CBXJ Sharpe Ratio Rank: 11
Sharpe Ratio Rank
CBXJ Sortino Ratio Rank: 11
Sortino Ratio Rank
CBXJ Omega Ratio Rank: 11
Omega Ratio Rank
CBXJ Calmar Ratio Rank: 33
Calmar Ratio Rank
CBXJ Martin Ratio Rank: 33
Martin Ratio Rank

BLOK
BLOK Risk / Return Rank: 2121
Overall Rank
BLOK Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
BLOK Sortino Ratio Rank: 2323
Sortino Ratio Rank
BLOK Omega Ratio Rank: 2323
Omega Ratio Rank
BLOK Calmar Ratio Rank: 2020
Calmar Ratio Rank
BLOK Martin Ratio Rank: 1818
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.

CBXJ vs. BLOK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) 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.


CBXJBLOKDifference
Sharpe ratioReturn per unit of total volatility

-1.96

Sortino ratioReturn per unit of downside risk

-2.87

Omega ratioGain probability vs. loss probability

0.82

1.16

-0.34

Calmar ratioReturn relative to maximum drawdown

-0.73

0.87

-1.60

Martin ratioReturn relative to average drawdown

-1.20

1.90

-3.10

CBXJ vs. BLOK - Sharpe Ratio Comparison

The current CBXJ Sharpe Ratio is -1.15, which is lower than the BLOK Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of CBXJ 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.


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Sharpe Ratios by Period


CBXJBLOKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.15

0.81

-1.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.79

0.48

-1.27

Drawdowns

CBXJ vs. BLOK - Drawdown Comparison

The maximum CBXJ drawdown since its inception was -28.02%, smaller than the maximum BLOK drawdown of -73.33%. Use the drawdown chart below to compare losses from any high point for CBXJ and BLOK.


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Drawdown Indicators


CBXJBLOKDifference

Max Drawdown

Largest peak-to-trough decline

-28.02%

-73.33%

+45.31%

Max Drawdown (1Y)

Largest decline over 1 year

-28.02%

-35.64%

+7.62%

Max Drawdown (3Y)

Largest decline over 3 years

-35.64%

Max Drawdown (5Y)

Largest decline over 5 years

-73.33%

Current Drawdown

Current decline from peak

-28.02%

-10.16%

-17.86%

Average Drawdown

Average peak-to-trough decline

-10.68%

-26.08%

+15.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.11%

16.23%

+0.88%

Volatility

CBXJ vs. BLOK - Volatility Comparison

The current volatility for Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) is 2.90%, while Amplify Transformational Data Sharing ETF (BLOK) has a volatility of 10.59%. This indicates that CBXJ experiences smaller price fluctuations and is considered to be less risky than BLOK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CBXJBLOKDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.90%

10.59%

-7.69%

Volatility (6M)

Calculated over the trailing 6-month period

12.23%

28.55%

-16.32%

Volatility (1Y)

Calculated over the trailing 1-year period

17.94%

38.29%

-20.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.71%

42.36%

-25.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.71%

38.97%

-22.26%

CBXJ vs. BLOK - Expense Ratio Comparison

CBXJ has a 0.69% expense ratio, which is lower than BLOK's 0.71% expense ratio.


Dividends

CBXJ vs. BLOK - Dividend Comparison

CBXJ's dividend yield for the trailing twelve months is around 2.19%, more than BLOK's 0.62% yield.


PositionTTM20252024202320222021202020192018
BLOK
Amplify Transformational Data Sharing ETF
0.62%0.72%6.00%1.15%0.00%14.31%1.88%2.05%1.30%
CBXJ
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
2.19%1.97%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CBXJ and BLOK have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BLOK has higher volatility (10.59%) compared to CBXJ (2.90%). In terms of maximum drawdown, CBXJ dropped -28.02% vs BLOK's -73.33%.

On 1-year performance, BLOK leads with 30.79% vs -20.48% for CBXJ. On fees, CBXJ is cheaper at 0.69% per year. On volatility, CBXJ has been the lower-risk option at 2.90%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BLOK has performed better with a 30.79% return vs -20.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CBXJ is cheaper with a 0.69% expense ratio, compared with 0.71% for BLOK.

CBXJ has the higher dividend yield at 2.19%, compared with 0.62% for BLOK.

CBXJ is categorized as Blockchain, while BLOK is Technology Equities. They also come from different issuers: Calamos and Amplify. Their fees differ too: 0.69% for CBXJ and 0.71% for BLOK.

BLOK currently has the higher Sharpe Ratio (0.81 vs -1.15), 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.

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