BLCK vs NODE

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

Overlap by weight
38%
19 shared positions
Fee gap
32 bp
BLCK is cheaper
1-year return gap
—
Larger fund
NODE
$73M

Side by side

BLCKNODE
FundCorgi Crypto Infrastructure ETFVanEck Onchain Economy ETF
IssuerCorgiVanEck
CategoryOther CoinsFintech & Blockchain
Expense ratio0.35%0.67%
Assets$398K$73M
Average daily dollar volume$10K$639K
ListedMay 5, 2026May 13, 2025
FrenzyCap score3133
1-month return−25.2%−22.4%
3-month return−17.5%−16.8%
Year to date—−1.9%
1-year return—−25.6%
30-day volatility49.8%47.5%
Worst drawdown, 1 year−33.0%−34.8%
Trailing 12-month yield—1.14%
Holdings3559
Top 10 weight54.6%48.1%
Look-through P/E——
Holdings vs fair value+15.2%+7.5%
Holdings above 200-day average39%22%
Net flow, latest 3 reported months+$526K thru Jun 2026+$2.0M thru Jun 2026
30-day implied volatility——
Holdings as ofas of Oct 21, 2026issuer dataas 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

65% of BLCK · 55% of NODE
HoldingBLCKNODE
HUT4.61%6.00%
FIGR3.88%3.95%
IREN3.42%3.99%
WULF3.14%6.50%
RIOT3.61%3.09%
MARA2.88%3.50%
CIFR2.53%6.24%
CLSK2.66%2.18%
GLXY2.89%2.09%
BTDR2.29%1.89%
XYZ2.44%1.74%
CRCL7.49%1.38%
GPGI3.44%1.24%
COIN9.26%1.05%
HOOD5.43%1.04%
BLSH2.51%0.79%
HIVE2.18%0.70%
CORZ0.17%3.95%
APLD0.15%3.69%

Sector mix of the stock holdings

SectorBLCKNODEGap
Financials91.8%47.2%+44.6%
Technology2.6%10.7%−8.1%
Utilities0.0%8.2%−8.2%
Industrials3.7%4.3%−0.6%

More: full overlap table · BLCK 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.