DAPP vs NODE

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

Overlap by weight
41%
14 shared positions
Fee gap
15 bp
DAPP is cheaper
1-year return gap
11.1 pts
NODE is ahead
Larger fund
DAPP
$391M

Side by side

DAPPNODE
FundVanEck Digital Transformation ETFVanEck Onchain Economy ETF
IssuerVanEckVanEck
CategoryInternet & InnovationFintech & Blockchain
Expense ratio0.52%0.67%
Assets$391M$73M
Average daily dollar volume$23M$552K
ListedApr 12, 2021May 13, 2025
FrenzyCap score5932
1-month return−8.7%−5.6%
3-month return−0.3%−5.5%
Year to date+7.8%+7.5%
1-year return−29.9%−18.8%
30-day volatility57.3%50.4%
Worst drawdown, 1 year−48.2%−36.0%
Trailing 12-month yield—1.04%
Holdings2259
Top 10 weight61.7%48.1%
Look-through P/E——
Holdings vs fair value+12.9%+0.8%
Holdings above 200-day average28%30%
Net flow, latest 3 reported months−$30M thru Jun 2026+$2.0M thru Jun 2026
30-day implied volatility99.3%—
Holdings as ofas of Oct 8, 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

73% of DAPP · 46% of NODE
HoldingDAPPNODE
HUT5.22%6.00%
CIFR4.11%6.24%
WULF4.10%6.50%
CORZ4.37%3.95%
FIGR3.73%3.95%
APLD4.53%3.69%
MARA4.28%3.50%
RIOT4.37%3.09%
CLSK4.12%2.18%
GLXY4.11%2.09%
XYZ8.67%1.74%
CRCL6.96%1.38%
COIN9.01%1.05%
MSTR5.88%0.67%

Sector mix of the stock holdings

SectorDAPPNODEGap
Financials81.0%47.2%+33.7%
Technology13.2%10.7%+2.5%
Utilities0.0%8.2%−8.2%
Industrials0.0%4.3%−4.3%

More: full overlap table · DAPP 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.