XYZ Stock — Block Inc.
Block Inc. (XYZ)
XYZ is a low-cost Stock. Fund total return is 539.4% over the past 10.8 years, 199.2 points ahead of SPY at 340.2%.
Block, Inc. builds ecosystems focused on commerce and financial products and services through two main segments: Square, which offers payment services, point-of-sale systems, banking products, and business management tools; and Cash App, which provides peer-to-peer payments, investment services, a buy-now-pay-later platform, and other financial tools. The company does not currently distribute dividends. Block appeals primarily to growth-oriented investors seeking exposure to digital payments, financial technology, and financial services rather than income-focused investors.
XYZ performance versus SPY
Data as of August 28, 2026.
Fund total return is 539.4% over the past 10.8 years, 199.2 points ahead of SPY at 340.2%. Its deepest 1-year drawdown was 39.5%.
| Window | Total return | CAGR |
|---|---|---|
| Since inception (10.8 years) | 539.4% | 18.80% |
| 3Y CAGR | — | 14.40% |
| 5Y CAGR | — | -20.80% |
| 10Y CAGR | — | 21.40% |
XYZ key facts
Data as of August 28, 2026.
- Asset type
- Stock
- Asset class
- Equity
- Inception date
- 11/19/2015
- Distribution frequency
- None
- Last close
- $83.57
- Market cap
- $49,926,066,176
- Average volume
- 3450710.0
- Beta
- 2.526
- Payout ratio
- 0.0
- P/E ratio
- 148.3929
- Forward P/E
- 21.2766
- EPS
- $0.56
How Dividend Vision calculates yield and returns
Distribution rate (the posted rate) is the latest regular payout annualized by the fund's stated frequency, divided by the last close. Issuers often publish this as “Distribution Rate” on the fact sheet. Trailing-12-month yield is the sum of distributions paid in the last 12 months, split-adjusted, divided by the last close. It lags a recent raise or cut. We show a 30-day SEC yield when the fund publishes one. Schwab and other issuers may report a TTM distribution yield or SEC yield on a different date — all can be valid; they are not interchangeable. Fund total return uses split-adjusted close with distributions reinvested from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is what the fund did, not your personal gain/loss. Figures below use Dividend Vision data as of August 28, 2026.
Distribution rate methodology · Distribution Safety Score methodology · SEC yield
Sources and review
Data as of August 28, 2026.
Primary sources: prices and distributions from Dividend Vision, derived from vendor EOD data.
Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.
XYZ risks and drawbacks
The deepest 1-year drawdown on record here is 39.5%.
Who may consider XYZ — and who may not
XYZ may suit someone looking for low-cost broad dividend exposure. It is a weaker fit for investors who need monthly cash flow (XYZ does not currently distribute); investors hunting double-digit covered-call yields. This is educational context, not a recommendation to buy or sell.
Frequently asked questions
Does XYZ pay monthly?
No. XYZ does not currently distribute.
When does XYZ pay a dividend?
XYZ does not currently distribute.
How has XYZ performed?
Fund total return is 539.4% over the past 10.8 years, 199.2 points ahead of SPY at 340.2%. Its deepest 1-year drawdown was 39.5%.
Tickers
| Ticker | Name | Weight |
|---|