BITQ vs NODE

Bitwise Crypto Industry Innovators ETF against VanEck Onchain Economy ETF: cost, size, returns, what they hold and how much of it is the same.

Overlap by weight
42%
17 shared positions
Fee gap
18 bp
NODE is cheaper
1-year return gap
2.8 pts
BITQ is ahead
Larger fund
BITQ
$411M

Side by side

BITQNODE
FundBitwise Crypto Industry Innovators ETFVanEck Onchain Economy ETF
IssuerBitwiseVanEck
CategoryFintech & BlockchainFintech & Blockchain
Expense ratio0.85%0.67%
Assets$411M$73M
Average daily dollar volume$2.8M$552K
ListedApr 27, 2021May 13, 2025
FrenzyCap score3532
1-month return−4.5%−5.6%
3-month return+4.4%−5.5%
Year to date+21.4%+7.5%
1-year return−15.9%−18.8%
30-day volatility55.6%50.4%
Worst drawdown, 1 year−45.0%−36.0%
Trailing 12-month yield—1.04%
Holdings3259
Top 10 weight60.9%48.1%
Look-through P/E——
Holdings vs fair value+6.1%+0.8%
Holdings above 200-day average37%30%
Net flow, latest 3 reported months−$32M thru Jun 2026+$2.0M thru Jun 2026
30-day implied volatility60.2%—
Holdings as ofas of Jun 30, 2026SEC filingas of Jun 30, 2026SEC filing

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

Largest shared holdings

77% of BITQ · 47% of NODE
HoldingBITQNODE
CIFR5.12%6.24%
WULF4.83%6.50%
HUT4.82%6.00%
IREN LTD8.77%3.99%
FIGR4.40%3.95%
MARA5.18%3.50%
RIOT5.21%3.09%
CLSK3.60%2.18%
GLXY5.10%2.09%
BITDEER TECHNOLOGIES GROUP2.20%1.89%
KEEL3.37%1.67%
CRCL3.66%1.38%
COIN10.00%1.05%
HOOD1.90%1.04%
BULLISH0.91%0.79%
MSTR7.52%0.67%
HIVE0.42%0.70%

Sector mix of the stock holdings

SectorBITQNODEGap
Financials73.5%47.2%+26.3%
Technology0.0%10.7%−10.7%
Industrials4.9%4.3%+0.6%
Utilities0.0%8.2%−8.2%

More: full overlap table · BITQ holdings · NODE holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.