BLOK - ETF AI Analysis
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Amplify Transformational Data Sharing Etf (BLOK)
Rating:59Neutral
Price Target:―
Positive Factors
Strong Crypto-Linked Leaders
Several of the largest holdings tied to digital assets and mining have shown strong year-to-date gains, helping drive the fund’s recent results.
Focused Yet Mixed Sector Exposure
The ETF is mainly invested in financial and technology companies, giving targeted exposure to blockchain-related businesses while still spreading risk across a few different sectors.
Solid Asset Base
The fund manages over a billion dollars in assets, suggesting it has attracted meaningful investor interest and may offer better trading liquidity than smaller niche ETFs.
Negative Factors
High Concentration in Top Holdings
A relatively small group of stocks makes up a large share of the portfolio, which increases the impact that any one company’s weak performance can have on the ETF.
Volatile Recent Performance
The ETF’s performance has swung between strong short-term gains and recent declines, indicating that it can be quite volatile over shorter time periods.
High Expense Ratio
The fund charges a relatively high annual fee compared with many broad-market ETFs, which can eat into long-term returns for investors.
BLOK vs. SPDR S&P 500 ETF (SPY)
AUM1.18B
RegionGlobal
Expense Ratio0.70%
Beta1.76
IssuerAmplify
Inception DateJan 16, 2018
Dividend Yield0.68%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume404,038
30 Day Avg. Volume369,256
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
80.10Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering49
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BLOK Summary
BLOK is an ETF that focuses on the theme of blockchain technology rather than tracking a traditional index. It invests in companies that build, use, or benefit from blockchain, mainly in the financial and technology sectors. Well-known names in the fund include Coinbase and Robinhood, along with several crypto mining and digital asset firms. Someone might invest in BLOK to try to benefit from the long-term growth of blockchain without buying cryptocurrencies directly. A key risk is that it is heavily tied to the blockchain and crypto industry, so its price can be very volatile and may drop sharply.
How much will it cost me?The Amplify Transformational Data Sharing ETF (BLOK) has an expense ratio of 0.76%, meaning you’ll pay $7.60 per year for every $1,000 invested. This is higher than average because BLOK is actively managed, focusing on companies involved in blockchain technology, which requires more research and oversight compared to passively managed ETFs that track broad indexes.
What would affect this ETF?BLOK's focus on blockchain technology positions it to benefit from increasing adoption across industries like finance and supply chain management, as well as growing interest in decentralized systems. However, its exposure to volatile sectors like technology and financials, along with reliance on companies tied to cryptocurrency markets, could face challenges from regulatory changes or economic downturns. Global geographic exposure also makes it sensitive to international economic conditions and policy shifts.
BLOK Top 10 Holdings
BLOK is leaning hard into the crypto and blockchain ecosystem, with bitcoin miners like Hut 8, TeraWulf, Cipher Mining, and Core Scientific doing most of the heavy lifting as their shares have been rising on renewed digital-asset optimism. Galaxy Digital is another key engine, though its performance has been more mixed lately as crypto markets wobble. On the flip side, Robinhood and Coinbase have been lagging, acting like a brake on returns. Overall, the fund is tightly tied to financial and tech names in the global blockchain trade, with plenty of volatility baked in.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Hut 8 | 4.35% | $51.14M | C$11.67B | 466.25% | 56 Neutral | |
| Galaxy Digital | 4.33% | $50.95M | $10.15B | 74.88% | 70 Outperform | |
| Cipher Mining | 4.18% | $49.18M | $7.37B | 490.91% | 56 Neutral | |
| TeraWulf Inc | 3.96% | $46.52M | $9.66B | 567.00% | 50 Neutral | |
| Robinhood | 3.29% | $38.73M | $76.27B | 71.30% | 68 Neutral | |
| Bed Bath & Beyond | 3.27% | $38.51M | $406.10M | 36.83% | 44 Neutral | |
| Coinbase Global | 3.23% | $38.02M | $52.75B | -4.71% | 68 Neutral | |
| Core Scientific Inc | 3.20% | $37.65M | $6.59B | 151.26% | 46 Neutral | |
| Opera | 3.03% | $35.68M | $1.54B | 10.95% | 67 Neutral | |
| Nu Holdings | 3.00% | $35.27M | $70.53B | 20.82% | 79 Outperform |
BLOK Technical Analysis
Positive
―
Price Trends
54.00
Positive
57.08
Positive
60.00
Positive
Market Momentum
2.14
Negative
63.77
Neutral
82.60
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLOK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.15, equal to the 50-day MA of 54.00, and equal to the 200-day MA of 60.00, indicating a bullish trend. The MACD of 2.14 indicates Negative momentum. The RSI at 63.77 is Neutral, neither overbought nor oversold. The STOCH value of 82.60 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BLOK.
BLOK Peer Comparison
Comparison Results
Performance Comparison
BLOK
Amplify Transformational Data Sharing Etf
59.75
19.86
49.79%
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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