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ROOT vs. BLOK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ROOT vs. BLOK

Last updated May 14, 2025

Compare and contrast key facts about Root, Inc. (ROOT) and Amplify Transformational Data Sharing ETF (BLOK).

BLOK is an actively managed fund by Amplify Investments. It was launched on Jan 16, 2018.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROOT or BLOK.

Correlation

The correlation between ROOT and BLOK is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

ROOT vs. BLOK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Root, Inc. (ROOT) and Amplify Transformational Data Sharing ETF (BLOK). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ROOT:

1.29

BLOK:

1.28

Sortino Ratio

ROOT:

2.43

BLOK:

1.79

Omega Ratio

ROOT:

1.28

BLOK:

1.22

Calmar Ratio

ROOT:

1.23

BLOK:

1.28

Martin Ratio

ROOT:

3.80

BLOK:

4.28

Ulcer Index

ROOT:

29.86%

BLOK:

12.71%

Daily Std Dev

ROOT:

108.94%

BLOK:

45.05%

Max Drawdown

ROOT:

-99.29%

BLOK:

-73.33%

Current Drawdown

ROOT:

-69.09%

BLOK:

-9.06%

Returns By Period

In the year-to-date period, ROOT achieves a 106.97% return, which is significantly higher than BLOK's 8.47% return.

ROOT

YTD

106.97%

1M

25.20%

6M

100.35%

1Y

138.67%

5Y*

N/A

10Y*

N/A

BLOK

YTD

8.47%

1M

29.24%

6M

0.60%

1Y

57.34%

5Y*

25.91%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

ROOT vs. BLOK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ROOT
The Risk-Adjusted Performance Rank of ROOT is 8787
Overall Rank
The Sharpe Ratio Rank of ROOT is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of ROOT is 9191
Sortino Ratio Rank
The Omega Ratio Rank of ROOT is 8585
Omega Ratio Rank
The Calmar Ratio Rank of ROOT is 8787
Calmar Ratio Rank
The Martin Ratio Rank of ROOT is 8282
Martin Ratio Rank
BLOK
The Risk-Adjusted Performance Rank of BLOK is 8484
Overall Rank
The Sharpe Ratio Rank of BLOK is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of BLOK is 8686
Sortino Ratio Rank
The Omega Ratio Rank of BLOK is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BLOK is 8585
Calmar Ratio Rank
The Martin Ratio Rank of BLOK is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ROOT vs. BLOK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Root, Inc. (ROOT) 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.

The current ROOT Sharpe Ratio is 1.29, which is comparable to the BLOK Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of ROOT and BLOK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

ROOT vs. BLOK - Dividend Comparison

ROOT has not paid dividends to shareholders, while BLOK's dividend yield for the trailing twelve months is around 5.53%.

TTM2024202320222021202020192018
ROOT
Root, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BLOK
Amplify Transformational Data Sharing ETF		5.53%6.00%1.15%0.00%14.31%1.88%2.05%1.30%

Drawdowns

ROOT vs. BLOK - Drawdown Comparison

The maximum ROOT drawdown since its inception was -99.29%, which is greater than BLOK's maximum drawdown of -73.33%. Use the drawdown chart below to compare losses from any high point for ROOT and BLOK. For additional features, visit the drawdowns tool.

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Volatility

ROOT vs. BLOK - Volatility Comparison

Root, Inc. (ROOT) has a higher volatility of 22.39% compared to Amplify Transformational Data Sharing ETF (BLOK) at 9.44%. This indicates that ROOT's price experiences larger fluctuations and is considered to be riskier than BLOK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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