BLOK vs EQTY
Comparison between AMPLIFY BLOCKCHAIN TECHNOLOGY ETF (BLOK, ETF) and KOVITZ CORE EQUITY ETF (EQTY, ETF).
BLOK vs EQTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLOK
$1.40B
EQTY
$1.40B
Expense Ratio
Winner
BLOK
0.70%
EQTY
0.99%
Max Drawdown
BLOK
76.58%
Winner
EQTY
17.28%
Sharpe Ratio
BLOK
0.62
Winner
EQTY
0.79
5Y Beta
BLOK
1.85
Winner
EQTY
0.85
P/E Ratio
Winner
BLOK
-53.66
EQTY
27.74
Forward P/E
BLOK
21.20
Winner
EQTY
20.03
PEG Ratio
Winner
BLOK
-0.06
EQTY
0.85
5Y Dividends CAGR
BLOK
23.51%
EQTY
N/A
5Y EPS CAGR
BLOK
N/A
EQTY
14.33%
Debt to Equity
BLOK
N/A
EQTY
58.30%
P/S Ratio
Winner
BLOK
1.27
EQTY
3.28
P/B Ratio
Winner
BLOK
3.69
EQTY
4.21
BLOK vs EQTY - Holdings Comparison
BLOK and EQTY have 4 common holdings. Overlap is -3.55%
BLOK's top 25 holdings weight is 67.13%. EQTY's top 25 holdings weight is 79.28%.
| Rank | BLOK | EQTY |
|---|---|---|
| #1 | HUT 8 CORP (HUT) - 5.08% | MICROSOFT CORP (MSFT) - 4.64% |
| #2 | CIPHER DIGITAL INC (CIFR) - 4.46% | ALPHABET INC CLASS C (GOOG) - 4.60% |
| #3 | TERAWULF INC (WULF) - 4.23% | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.25% |
| #4 | GALAXY DIGITAL INC ORDINARY SHARES CLASS A (GLXY) - 3.88% | CHARLES SCHWAB CORP (SCHW) - 4.24% |
| #5 | CORE SCIENTIFIC INC ORDINARY SHARES NEW (CORZ) - 3.51% | VISA INC CLASS A (V) - 4.24% |
| #6 | BED BATH & BEYOND INC (BBBY) - 3.09% | AON PLC CLASS A (AON) - 3.95% |
| #7 | APPLIED DIGITAL CORP (APLD) - 3.06% | WATERS CORP (WAT) - 3.94% |
| #8 | FIGURE TECHNOLOGY SOLUTIONS INC ORDINARY SHARES-CLASS A (FIGR) - 2.95% | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.93% |
| #9 | OPERA LTD ADR (OPRA) - 2.81% | AMAZON.COM INC (AMZN) - 3.54% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 2.77% | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.47% |
| #11 | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 2.55% | MOTOROLA SOLUTIONS INC (MSI) - 3.02% |
| #12 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.53% | BECTON DICKINSON & CO (BDX) - 2.99% |
| #13 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.47% | ALCON INC (ALC) - 2.98% |
| #14 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.37% | META PLATFORMS INC CLASS A (META) - 2.94% |
| #15 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.33% | JACOBS SOLUTIONS INC (J) - 2.82% |
| #16 | SBI HOLDINGS INC (n/a) - 2.29% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.70% |
| #17 | BLACKROCK INC (BLK) - 2.10% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.65% |
| #18 | WISDOMTREE INC (WT) - 1.97% | SALESFORCE INC (CRM) - 2.53% |
| #19 | CLEANSPARK INC (CLSK) - 1.95% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.43% |
| #20 | BLOCK INC CLASS A (XYZ) - 1.94% | APPLIED MATERIALS INC (AMAT) - 2.38% |
| #21 | ETORO GROUP LTD ORDINARY SHARES CLASS A (ETOR) - 1.90% | S&P GLOBAL INC (SPGI) - 2.34% |
| #22 | CUSTOMERS BANCORP INC (CUBI) - 1.78% | COPART INC (CPRT) - 2.26% |
| #23 | VANECK BITCOIN ETF (HODL) - 1.77% | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 2.25% |
| #24 | ARK 21SHARES BITCOIN ETF (ARKB) - 1.67% | ANALOG DEVICES INC (ADI) - 2.12% |
| #25 | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 1.67% | PACCAR INC (PCAR) - 2.07% |
| Total Holdings | 54 | 52 |
BLOK vs EQTY - Historical Returns
Returns include dividend reinvestment.
1M
BLOK
+0.03%
Winner
EQTY
+1.62%
3M
Winner
BLOK
+23.13%
EQTY
+6.56%
6M
Winner
BLOK
+5.61%
EQTY
+2.95%
1Y
Winner
BLOK
+24.43%
EQTY
+13.25%
5Y(CAGR)
BLOK
+11.58%
EQTY
N/A
10Y(CAGR)
BLOK
+18.33%
EQTY
N/A
Max(CAGR)
Winner
BLOK
+18.33%
EQTY
+16.56%
BLOK vs EQTY - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BLOK | EQTY |
|---|---|---|
| 2026 | +8.10% | +2.85% |
| 2025 | +29.15% | +13.71% |
| 2024 | +55.08% | +20.68% |
| 2023 | +98.61% | +26.48% |
| 2022 | -62.76% | -3.83% |
| 2021 | +29.16% | N/A |
| 2020 | +87.55% | N/A |
| 2019 | +27.67% | N/A |
| 2018 | -25.97% | N/A |
BLOK vs EQTY Drawdown Comparison
The maximum drawdown for BLOK was -73.25%, occurring on Dec 28, 2022. Recovery took 886 trading sessions.
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The current BLOK drawdown is -12.96%. The current EQTY drawdown is -1.40%.
| Rank | BLOK | EQTY |
|---|---|---|
| #1 | -73.25% Nov 8, 2021 - May 21, 2025 | -17.28% Feb 6, 2025 - Jul 2, 2025 |
| #2 | -35.63% Oct 9, 2025 - Mar 30, 2026 | -11.85% Jan 28, 2026 - Mar 27, 2026 |
| #3 | -34.75% Jan 29, 2018 - Jul 2, 2020 | -11.46% Aug 1, 2023 - Dec 13, 2023 |
| #4 | -34.38% Feb 19, 2021 - Nov 8, 2021 | -9.60% Feb 2, 2023 - Jun 12, 2023 |
| #5 | -11.23% Jan 8, 2021 - Feb 3, 2021 | -6.79% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -9.19% Jul 23, 2025 - Sep 10, 2025 | -6.75% Dec 13, 2022 - Jan 11, 2023 |
| #7 | -8.92% May 21, 2025 - Jun 24, 2025 | -6.35% Oct 27, 2025 - Dec 5, 2025 |
| #8 | -8.07% Sep 1, 2020 - Oct 12, 2020 | -5.10% Mar 28, 2024 - Jul 10, 2024 |
| #9 | -5.90% Feb 9, 2021 - Feb 12, 2021 | -4.35% Dec 11, 2024 - Jan 21, 2025 |
| #10 | -5.08% Dec 22, 2020 - Dec 30, 2020 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -5.06% Oct 21, 2020 - Nov 5, 2020 | -2.93% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -4.84% Nov 6, 2020 - Nov 16, 2020 | -2.90% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -4.29% Dec 4, 2020 - Dec 15, 2020 | -2.88% Sep 11, 2025 - Oct 8, 2025 |
| #14 | -4.10% Sep 22, 2025 - Oct 1, 2025 | -2.86% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -3.67% Feb 17, 2021 - Feb 19, 2021 | -2.58% Jan 12, 2023 - Jan 23, 2023 |
Correlation
Correlation between BLOK and EQTY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2018 - 2025)
BLOK vs EQTY dividend yield comparison.
| Year | BLOK | EQTY |
|---|---|---|
| 2025 | 0.72% | 0.02% |
| 2024 | 6.00% | 0.33% |
| 2023 | 1.15% | 0.26% |
| 2022 | 0.00% | 0.08% |
| 2021 | 14.31% | 0.00% |
| 2020 | 1.88% | 0.00% |
| 2019 | 2.05% | 0.00% |
| 2018 | 1.30% | 0.00% |
Select Stocks to Compare
Popular: BLOK vs SPYEQTY vs SPY
More Comparisons
Compare with similar stocks