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HBTE.NEO vs. BLOX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HBTE.NEO vs. BLOX - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Bitcoin Leaders Enhanced Income ETF (HBTE.NEO) and Nicholas Crypto Income ETF (BLOX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

HBTE.NEO is traded in CAD, while BLOX is traded in USD. To make them comparable, the BLOX values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, HBTE.NEO achieves a 21.62% return, which is significantly higher than BLOX's 13.56% return.


HBTE.NEO

1D
-7.43%
1M
-5.38%
YTD
21.62%
6M
14.07%
1Y
48.04%
3Y*
5Y*
10Y*

BLOX

1D
-3.76%
1M
0.70%
YTD
13.56%
6M
7.66%
1Y
18.58%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HBTE.NEO vs. BLOX - Yearly Performance Comparison


2026 (YTD)2025
HBTE.NEO
Harvest Bitcoin Leaders Enhanced Income ETF
21.62%24.96%
BLOX
Nicholas Crypto Income ETF
13.56%9.12%

Correlation

The correlation between HBTE.NEO and BLOX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.87

Correlation (All Time)
Calculated using the full available price history since Jun 17, 2025

0.87

The correlation between HBTE.NEO and BLOX has been stable across timeframes, ranging from 0.87 to 0.87 - a consistent structural relationship.

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Return for Risk

HBTE.NEO vs. BLOX — Risk / Return Rank

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

HBTE.NEO
HBTE.NEO Risk / Return Rank: 2323
Overall Rank
HBTE.NEO Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
HBTE.NEO Sortino Ratio Rank: 2727
Sortino Ratio Rank
HBTE.NEO Omega Ratio Rank: 2525
Omega Ratio Rank
HBTE.NEO Calmar Ratio Rank: 2121
Calmar Ratio Rank
HBTE.NEO Martin Ratio Rank: 1717
Martin Ratio Rank

BLOX
BLOX Risk / Return Rank: 1313
Overall Rank
BLOX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
BLOX Sortino Ratio Rank: 1515
Sortino Ratio Rank
BLOX Omega Ratio Rank: 1515
Omega Ratio Rank
BLOX Calmar Ratio Rank: 1212
Calmar Ratio Rank
BLOX Martin Ratio Rank: 1212
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.

HBTE.NEO vs. BLOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Bitcoin Leaders Enhanced Income ETF (HBTE.NEO) 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.


HBTE.NEOBLOXDifference
Sharpe ratioReturn per unit of total volatility

+0.39

Sortino ratioReturn per unit of downside risk

+0.53

Omega ratioGain probability vs. loss probability

1.16

1.10

+0.06

Calmar ratioReturn relative to maximum drawdown

0.88

0.39

+0.49

Martin ratioReturn relative to average drawdown

1.67

0.77

+0.90

HBTE.NEO vs. BLOX - Sharpe Ratio Comparison

The current HBTE.NEO Sharpe Ratio is 0.74, which is higher than the BLOX Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of HBTE.NEO and BLOX, 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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Drawdowns

HBTE.NEO vs. BLOX - Drawdown Comparison

The maximum HBTE.NEO drawdown since its inception was -55.67%, which is greater than BLOX's maximum drawdown of -47.30%. Use the drawdown chart below to compare losses from any high point for HBTE.NEO and BLOX.


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Drawdown Indicators


HBTE.NEOBLOXDifference

Max Drawdown

Largest peak-to-trough decline

-55.67%

-47.30%

-8.37%

Max Drawdown (1Y)

Largest decline over 1 year

-55.67%

-47.30%

-8.37%

Current Drawdown

Current decline from peak

-28.38%

-22.96%

-5.42%

Average Drawdown

Average peak-to-trough decline

-21.19%

-19.05%

-2.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.06%

24.12%

+4.94%

Volatility

HBTE.NEO vs. BLOX - Volatility Comparison

Harvest Bitcoin Leaders Enhanced Income ETF (HBTE.NEO) has a higher volatility of 17.70% compared to Nicholas Crypto Income ETF (BLOX) at 16.34%. This indicates that HBTE.NEO's price experiences larger fluctuations and is considered to be riskier than BLOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HBTE.NEOBLOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.70%

16.34%

+1.36%

Volatility (6M)

Calculated over the trailing 6-month period

49.42%

40.78%

+8.64%

Volatility (1Y)

Calculated over the trailing 1-year period

66.75%

54.38%

+12.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

66.02%

54.03%

+11.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

66.02%

54.03%

+11.99%

HBTE.NEO vs. BLOX - Expense Ratio Comparison

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


Dividends

HBTE.NEO vs. BLOX - Dividend Comparison

HBTE.NEO's dividend yield for the trailing twelve months is around 27.55%, less than BLOX's 42.20% yield.


PositionTTM2025
BLOX
Nicholas Crypto Income ETF
42.20%22.69%
HBTE.NEO
Harvest Bitcoin Leaders Enhanced Income ETF
27.55%18.40%

Frequently Asked Questions


HBTE.NEO and BLOX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

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

HBTE.NEO is categorized as Leveraged Cryptocurrency, while BLOX is Cryptocurrency. They also come from different issuers: Harvest and Nicholas. Their fees differ too: 0.75% for HBTE.NEO and 1.03% for BLOX.

Portfolio Optimizer

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