FITZ vs. BLOX

Last updated Jul 17, 2026

FITZ (Fitz-Gerald Must Have Portfolio ETF) and BLOX (Nicholas Crypto Income ETF) are both exchange-traded funds - FITZ is a Large Cap Growth Equities fund actively managed by Nicholas, while BLOX is a Cryptocurrency fund actively managed by Nicholas. Both are actively managed. A 0.56 correlation means they provide meaningful diversification when combined. FITZ charges 0.75%/yr vs 1.03%/yr for BLOX.

Performance

FITZ vs. BLOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fitz-Gerald Must Have Portfolio ETF (FITZ) and Nicholas Crypto Income ETF (BLOX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FITZ

• 1D: -0.19%
• 1M: 1.36%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLOX

• 1D: -6.55%
• 1M: -19.04%
• 6M: -18.42%
• YTD: -6.85%
• 1Y: -17.11%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FITZ vs. BLOX - Yearly Performance Comparison

	2026 (YTD)
FITZ Fitz-Gerald Must Have Portfolio ETF	-1.88%
BLOX Nicholas Crypto Income ETF	-20.66%

Correlation

The correlation between FITZ and BLOX is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.56

Return for Risk

FITZ vs. BLOX — Risk / Return Rank

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

FITZ

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

BLOX

BLOX Risk / Return Rank: 7
BLOX Sharpe Ratio Rank: 6
BLOX Sortino Ratio Rank: 7
BLOX Omega Ratio Rank: 7
BLOX Calmar Ratio Rank: 6
BLOX Martin Ratio Rank: 6

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.

FITZ vs. BLOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fitz-Gerald Must Have Portfolio ETF (FITZ) 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.

	FITZ	BLOX	Difference
Sharpe ratio: Return per unit of total volatility	—	-0.31	—
Sortino ratio: Return per unit of downside risk	—	-0.10	—
Omega ratio: Gain probability vs. loss probability	—	0.99	—
Calmar ratio: Return relative to maximum drawdown	—	-0.36	—
Martin ratio: Return relative to average drawdown	—	-0.70	—

Drawdowns

FITZ vs. BLOX - Drawdown Comparison

The maximum FITZ drawdown since its inception was -7.37%, smaller than the maximum BLOX drawdown of -47.09%. Use the drawdown chart below to compare losses from any high point for FITZ and BLOX.

Drawdown Indicators

	FITZ	BLOX	Difference
Max Drawdown Largest peak-to-trough decline	-7.37%	-47.09%	+39.72%
Max Drawdown (1Y) Largest decline over 1 year	—	-47.09%	—
Current Drawdown Current decline from peak	-3.27%	-35.61%	+32.34%
Average Drawdown Average peak-to-trough decline	-3.90%	-19.28%	+15.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	24.59%	—

Volatility

Volatility by Period

	FITZ	BLOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	12.97%	—
Volatility (6M) Calculated over the trailing 6-month period	—	41.16%	—
Volatility (1Y) Calculated over the trailing 1-year period	15.57%	54.85%	-39.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.57%	53.75%	-38.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.57%	53.75%	-38.18%

FITZ vs. BLOX - Expense Ratio Comparison

FITZ has a 0.75% expense ratio, which is lower than BLOX's 1.03% expense ratio.

Dividends

FITZ vs. BLOX - Dividend Comparison

FITZ has not paid dividends to shareholders, while BLOX's dividend yield for the trailing twelve months is around 50.90%.

Position	TTM	2025
BLOX Nicholas Crypto Income ETF	50.90%	22.69%
FITZ Fitz-Gerald Must Have Portfolio ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both FITZ and BLOX in my portfolio?

FITZ and BLOX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, FITZ or BLOX?

On fees, FITZ is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, FITZ or BLOX?

FITZ is cheaper with a 0.75% expense ratio, compared with 1.03% for BLOX.

Which ETF pays a higher dividend yield, FITZ or BLOX?

BLOX has the higher dividend yield at 50.90%, compared with 0.00% for FITZ.

What is the main difference between FITZ and BLOX?

FITZ is categorized as Large Cap Growth Equities, while BLOX is Cryptocurrency. Their fees differ too: 0.75% for FITZ and 1.03% for BLOX.