BLOX vs UMMA
Comparison between NICHOLAS CRYPTO INCOME ETF (BLOX, ETF) and WAHED DOW JONES ISLAMIC WORLD ETF (UMMA, ETF).
BLOX vs UMMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLOX
$285M
UMMA
$285M
Expense Ratio
BLOX
0.99%
Winner
UMMA
0.65%
Max Drawdown
BLOX
55.70%
Winner
UMMA
35.35%
Sharpe Ratio
BLOX
0.04
Winner
UMMA
1.45
5Y Beta
BLOX
2.89
Winner
UMMA
0.98
BLOX vs UMMA - Holdings Comparison
BLOX and UMMA have 2 common holdings. Overlap is -6.52%
BLOX's top 25 holdings weight is 121.57%. UMMA's top 25 holdings weight is 66.41%.
| Rank | BLOX | UMMA |
|---|---|---|
| #1 | OTHER ASSETS AND LIABILITIES (n/a) - 33.67% | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.58% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 17.84% | SK HYNIX INC (n/a) - 5.32% |
| #3 | VANECK BITCOIN ETF (HODL) - 10.69% | n/a (TSM) - 5.13% |
| #4 | HUT 8 CORP (HUT) - 6.98% | ASML HOLDING NV (n/a) - 4.47% |
| #5 | FBTC US 02/20/26 C55 (n/a) - 5.96% | CONSTELLATION SOFTWARE INC (CNSWF) - 3.75% |
| #6 | IREN LTD (IREN) - 5.58% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.24% |
| #7 | ETHA US 02/20/26 C13 (n/a) - 5.31% | INFINEON TECHNOLOGIES AG (n/a) - 2.93% |
| #8 | RIOT PLATFORMS INC (RIOT) - 4.47% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.73% |
| #9 | n/a (TSM) - 4.44% | UNILEVER PLC (n/a) - 2.61% |
| #10 | CIPHER MINING INC (CIFR) - 4.34% | ASTRAZENECA PLC (AZN:XLON) - 2.55% |
| #11 | NVIDIA CORP (NVDA) - 3.60% | US DOLLARS (n/a) - 2.41% |
| #12 | n/a (GLXY) - 3.32% | MURATA MANUFACTURING CO LTD (n/a) - 2.40% |
| #13 | n/a (COIN) - 2.29% | TOKYO ELECTRON LTD (n/a) - 2.37% |
| #14 | HOOD US 03/20/26 C50 (n/a) - 1.94% | NESTLE SA (n/a) - 2.28% |
| #15 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.78% | BHP GROUP LTD (n/a) - 2.15% |
| #16 | WEBULL CORP CLASS A ORDINARY SHARES (BULL) - 1.25% | SAP SE (n/a) - 1.99% |
| #17 | BULLISH (BLSH) - 1.22% | SCHNEIDER ELECTRIC SE (n/a) - 1.72% |
| #18 | BITFARMS LTD (BITF) - 1.20% | ADVANTEST CORP (n/a) - 1.60% |
| #19 | HUT US 02/20/26 P56 (n/a) - 1.05% | ABB LTD (n/a) - 1.45% |
| #20 | MARA HOLDINGS INC (MARA) - 0.96% | RECRUIT HOLDINGS CO LTD (n/a) - 1.44% |
| #21 | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 0.87% | HITACHI LTD (n/a) - 1.42% |
| #22 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 0.73% | NOVO NORDISK AS CLASS B (n/a) - 1.31% |
| #23 | CIFR US 02/20/26 P16.5 (n/a) - 0.72% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.23% |
| #24 | n/a (CRCL) - 0.69% | SUNCOR ENERGY INC (SU) - 1.18% |
| #25 | RIOT US 02/20/26 P17 (n/a) - 0.67% | n/a (n/a) - 1.15% |
| Total Holdings | 126 | 100 |
BLOX vs UMMA - Historical Returns
Returns include dividend reinvestment.
1M
BLOX
+3.65%
Winner
UMMA
+6.09%
3M
BLOX
-10.97%
Winner
UMMA
+0.19%
6M
BLOX
+6.17%
Winner
UMMA
+9.03%
1Y
BLOX
-6.58%
Winner
UMMA
+44.73%
5Y(CAGR)
BLOX
N/A
UMMA
+10.43%
Max(CAGR)
BLOX
+9.42%
Winner
UMMA
+10.43%
BLOX vs UMMA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BLOX | UMMA |
|---|---|---|
| 2026 | -4.58% | +25.51% |
| 2025 | +9.30% | +26.56% |
| 2024 | N/A | +6.71% |
| 2023 | N/A | +18.29% |
| 2022 | N/A | -21.65% |
BLOX vs UMMA 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 UMMA was -34.19%, occurring on Oct 14, 2022. Recovery took 587 trading sessions.
The current BLOX drawdown is -29.59%. The current UMMA drawdown is -6.00%.
| Rank | BLOX | UMMA |
|---|---|---|
| #1 | -47.08% Oct 9, 2025 - Mar 30, 2026 | -34.19% Jan 12, 2022 - May 15, 2024 |
| #2 | -9.03% Jul 24, 2025 - Aug 13, 2025 | -18.72% Sep 26, 2024 - Jun 4, 2025 |
| #3 | -8.01% Aug 13, 2025 - Sep 11, 2025 | -14.92% Feb 25, 2026 - May 5, 2026 |
| #4 | -5.96% Sep 24, 2025 - Sep 29, 2025 | -13.82% Jun 22, 2026 - Jul 29, 2026 |
| #5 | -2.46% Jul 3, 2025 - Jul 9, 2025 | -10.15% Jul 16, 2024 - Sep 26, 2024 |
| #6 | -2.42% Jun 18, 2025 - Jun 24, 2025 | -7.35% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -2.34% Sep 18, 2025 - Sep 24, 2025 | -5.79% Oct 20, 2025 - Dec 5, 2025 |
| #8 | -1.75% Jun 26, 2025 - Jun 30, 2025 | -5.61% Jul 23, 2025 - Sep 15, 2025 |
| #9 | -1.55% Jul 14, 2025 - Jul 16, 2025 | -4.46% Oct 6, 2025 - Oct 20, 2025 |
| #10 | -1.45% Jun 30, 2025 - Jul 2, 2025 | -3.89% Jun 12, 2025 - Jun 27, 2025 |
| #11 | -1.40% Oct 6, 2025 - Oct 8, 2025 | -3.60% Dec 10, 2025 - Dec 24, 2025 |
| #12 | -0.27% Jul 22, 2025 - Jul 24, 2025 | -3.37% May 14, 2026 - May 21, 2026 |
| #13 | -0.21% Jul 18, 2025 - Jul 22, 2025 | -2.94% Jan 28, 2026 - Feb 6, 2026 |
| #14 | N/A | -2.52% Jan 7, 2022 - Jan 12, 2022 |
| #15 | N/A | -2.50% Jan 16, 2026 - Jan 23, 2026 |
Correlation
Correlation between BLOX and UMMA is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.25
-101
Dividend Comparison (2022 - 2026)
BLOX vs UMMA dividend yield comparison.
| Year | BLOX | UMMA |
|---|---|---|
| 2026 | 26.36% | 0.33% |
| 2025 | 22.69% | 1.02% |
| 2024 | 0.00% | 0.91% |
| 2023 | 0.00% | 1.09% |
| 2022 | 0.00% | 1.77% |
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