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BLOX vs BLUC

Comparison between NICHOLAS CRYPTO INCOME ETF (BLOX, ETF) and BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF).

BLOX vs BLUC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BLOX
$331M
Winner
BLUC
$331M
Expense Ratio
BLOX
0.99%
Winner
BLUC
0.23%
Max Drawdown
BLOX
55.70%
Winner
BLUC
10.78%
Sharpe Ratio
BLOX
0.58
Winner
BLUC
1.37
5Y Beta
BLOX
3.11
Winner
BLUC
1.07

BLOX vs BLUC - Holdings Comparison

BLOX and BLUC have 0 common holdings. Overlap is 0.00%

BLOX's top 25 holdings weight is 121.57%. BLUC's top 25 holdings weight is 99.38%.

RankBLOXBLUC
#1
OTHER ASSETS AND LIABILITIES (n/a) - 33.67%
STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 39.84%
#2
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 17.84%
VANGUARD GROWTH ETF (VUG) - 35.06%
#3
VANECK BITCOIN ETF (HODL) - 10.69%
ISHARES MORNINGSTAR U.S. EQUITY ETF (ILCB) - 19.71%
#4
HUT 8 CORP (HUT) - 6.98%
VANGUARD VALUE ETF (VTV) - 4.77%
#5
FBTC US 02/20/26 C55 (n/a) - 5.96%
N/A
#6
IREN LTD (IREN) - 5.58%
N/A
#7
ETHA US 02/20/26 C13 (n/a) - 5.31%
N/A
#8
RIOT PLATFORMS INC (RIOT) - 4.47%
N/A
#9
n/a (TSM) - 4.44%
N/A
#10
CIPHER MINING INC (CIFR) - 4.34%
N/A
#11
NVIDIA CORP (NVDA) - 3.60%
N/A
#12
n/a (GLXY) - 3.32%
N/A
#13
n/a (COIN) - 2.29%
N/A
#14
HOOD US 03/20/26 C50 (n/a) - 1.94%
N/A
#15
ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.78%
N/A
#16
WEBULL CORP CLASS A ORDINARY SHARES (BULL) - 1.25%
N/A
#17
BULLISH (BLSH) - 1.22%
N/A
#18
BITFARMS LTD (BITF) - 1.20%
N/A
#19
HUT US 02/20/26 P56 (n/a) - 1.05%
N/A
#20
MARA HOLDINGS INC (MARA) - 0.96%
N/A
#21
BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 0.87%
N/A
#22
COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 0.73%
N/A
#23
CIFR US 02/20/26 P16.5 (n/a) - 0.72%
N/A
#24
n/a (CRCL) - 0.69%
N/A
#25
RIOT US 02/20/26 P17 (n/a) - 0.67%
N/A
Total Holdings1264

BLOX vs BLUC - Historical Returns

Returns include dividend reinvestment.

1M
BLOX
-2.72%
Winner
BLUC
+0.04%
3M
Winner
BLOX
+26.30%
BLUC
+11.82%
6M
BLOX
+4.87%
Winner
BLUC
+8.25%
1Y
BLOX
+22.45%
Winner
BLUC
+22.82%
Max(CAGR)
BLOX
+22.81%
Winner
BLUC
+23.63%

BLOX vs BLUC - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearBLOXBLUC
2026+4.98%+7.73%
2025+9.30%+14.03%

BLOX vs BLUC Drawdown Comparison

The maximum drawdown for BLOX was -47.08%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for BLUC was -10.68%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The current BLOX drawdown is -22.53%. The current BLUC drawdown is -3.71%.

RankBLOXBLUC
#1-47.08%
Oct 9, 2025 - Mar 30, 2026
-10.68%
Jan 12, 2026 - Apr 15, 2026
#2-9.03%
Jul 24, 2025 - Aug 13, 2025
-5.65%
Jun 2, 2026 - Jun 10, 2026
#3-8.01%
Aug 13, 2025 - Sep 11, 2025
-5.58%
Oct 29, 2025 - Dec 24, 2025
#4-5.96%
Sep 24, 2025 - Sep 29, 2025
-2.96%
Oct 8, 2025 - Oct 24, 2025
#5-2.46%
Jul 3, 2025 - Jul 9, 2025
-2.35%
Jul 28, 2025 - Aug 8, 2025
#6-2.42%
Jun 18, 2025 - Jun 24, 2025
-2.03%
May 14, 2026 - May 26, 2026
#7-2.34%
Sep 18, 2025 - Sep 24, 2025
-1.86%
Aug 14, 2025 - Aug 27, 2025
#8-1.75%
Jun 26, 2025 - Jun 30, 2025
-1.61%
Sep 22, 2025 - Oct 1, 2025
#9-1.55%
Jul 14, 2025 - Jul 16, 2025
-1.54%
Aug 28, 2025 - Sep 9, 2025
#10-1.45%
Jun 30, 2025 - Jul 2, 2025
-1.23%
Dec 26, 2025 - Jan 9, 2026
#11-1.40%
Oct 6, 2025 - Oct 8, 2025
-0.95%
Apr 17, 2026 - Apr 22, 2026
#12-0.27%
Jul 22, 2025 - Jul 24, 2025
-0.78%
Jul 3, 2025 - Jul 17, 2025
#13-0.21%
Jul 18, 2025 - Jul 22, 2025
-0.65%
Apr 27, 2026 - Apr 30, 2026
#14N/A-0.62%
Apr 22, 2026 - Apr 24, 2026
#15N/A-0.43%
Sep 15, 2025 - Sep 18, 2025

Correlation

Correlation between BLOX and BLUC is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29
-101

Dividend Comparison (2025 - 2026)

BLOX vs BLUC dividend yield comparison.

YearBLOXBLUC
202616.31%0.09%
202522.69%0.46%

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