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OARK vs. BLOX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OARK vs. BLOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax Innovation Option Income Strategy ETF (OARK) and Nicholas Crypto Income ETF (BLOX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OARK achieves a 3.08% return, which is significantly lower than BLOX's 12.02% return.


OARK

1D
0.49%
1M
-2.45%
YTD
3.08%
6M
0.24%
1Y
24.60%
3Y*
11.56%
5Y*
10Y*

BLOX

1D
2.42%
1M
-3.21%
YTD
12.02%
6M
4.90%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

OARK vs. BLOX - Yearly Performance Comparison


Correlation

The correlation between OARK and BLOX is 0.77, 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 Jun 17, 2025

0.77

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Return for Risk

OARK vs. BLOX — Risk / Return Rank

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

OARK
OARK Risk / Return Rank: 2626
Overall Rank
OARK Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
OARK Sortino Ratio Rank: 2626
Sortino Ratio Rank
OARK Omega Ratio Rank: 2626
Omega Ratio Rank
OARK Calmar Ratio Rank: 2525
Calmar Ratio Rank
OARK Martin Ratio Rank: 2323
Martin Ratio Rank

BLOX

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

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.

OARK vs. BLOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax Innovation Option Income Strategy ETF (OARK) 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.


OARKBLOXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.16

Calmar ratioReturn relative to maximum drawdown

1.06

Martin ratioReturn relative to average drawdown

2.49

OARK vs. BLOX - Sharpe Ratio Comparison


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Drawdowns

OARK vs. BLOX - Drawdown Comparison

The maximum OARK drawdown since its inception was -35.48%, smaller than the maximum BLOX drawdown of -47.09%. Use the drawdown chart below to compare losses from any high point for OARK and BLOX.


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Drawdown Indicators


OARKBLOXDifference

Max Drawdown

Largest peak-to-trough decline

-35.48%

-47.09%

+11.61%

Max Drawdown (1Y)

Largest decline over 1 year

-23.26%

Max Drawdown (3Y)

Largest decline over 3 years

-35.48%

Current Drawdown

Current decline from peak

-9.41%

-22.56%

+13.15%

Average Drawdown

Average peak-to-trough decline

-10.56%

-18.62%

+8.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.91%

Volatility

OARK vs. BLOX - Volatility Comparison


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Volatility by Period


OARKBLOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.10%

Volatility (6M)

Calculated over the trailing 6-month period

21.00%

Volatility (1Y)

Calculated over the trailing 1-year period

28.43%

54.31%

-25.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.94%

54.31%

-23.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.94%

54.31%

-23.37%

OARK vs. BLOX - Expense Ratio Comparison

OARK has a 0.99% expense ratio, which is lower than BLOX's 1.03% expense ratio.


Dividends

OARK vs. BLOX - Dividend Comparison

OARK's dividend yield for the trailing twelve months is around 62.47%, more than BLOX's 40.25% yield.


PositionTTM202520242023
BLOX
Nicholas Crypto Income ETF
40.25%22.69%0.00%0.00%
OARK
YieldMax Innovation Option Income Strategy ETF
62.47%61.86%47.86%45.03%

Frequently Asked Questions


OARK and BLOX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, OARK is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.

OARK is cheaper with a 0.99% expense ratio, compared with 1.03% for BLOX.

OARK has the higher dividend yield at 62.47%, compared with 40.25% for BLOX.

OARK is categorized as Options Trading, while BLOX is Cryptocurrency. They also come from different issuers: YieldMax and Nicholas. Their fees differ too: 0.99% for OARK and 1.03% for BLOX.

Portfolio Optimizer

Find the right allocation for OARK 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.

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