NODE vs WGMI

VanEck Onchain Economy ETF against CoinShares ETF Trust CoinShares Bitcoin Mining and Digital Power ETF: cost, size, returns, what they hold and how much of it is the same.

Overlap by weight
41%
16 shared positions
Fee gap
8 bp
NODE is cheaper
1-year return gap
8.6 pts
NODE is ahead
Larger fund
WGMI
$237M

Side by side

NODEWGMI
FundVanEck Onchain Economy ETFCoinShares ETF Trust CoinShares Bitcoin Mining and Digital Power ETF
IssuerVanEckCoinShares
CategoryFintech & BlockchainFintech & Blockchain
Expense ratio0.67%0.75%
Assets$73M$237M
Average daily dollar volume$552K$27M
ListedMay 13, 2025Feb 7, 2022
FrenzyCap score3241
1-month return−5.6%−11.7%
3-month return−5.5%−23.0%
Year to date+7.5%+5.1%
1-year return−18.8%−27.3%
30-day volatility50.4%64.5%
Worst drawdown, 1 year−36.0%−50.9%
Trailing 12-month yield1.04%—
Holdings5927
Top 10 weight48.1%77.1%
Look-through P/E——
Holdings vs fair value+0.8%+1.5%
Holdings above 200-day average30%21%
Net flow, latest 3 reported months+$2.0M thru Jun 2026+$39M thru Jun 2026
30-day implied volatility—78.3%
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

50% of NODE · 87% of WGMI
HoldingNODEWGMI
CIFR6.24%18.09%
HUT6.00%10.77%
IREN Ltd3.99%10.05%
MARA3.50%4.76%
RIOT3.09%4.91%
APLD3.69%2.94%
CORZ3.95%2.83%
WULF6.50%2.82%
CLSK2.18%4.58%
Bitdeer Technologies Group1.89%4.67%
KEEL1.67%10.70%
Whitefiber Inc1.37%1.89%
NVDA0.92%2.01%
HIVE0.70%4.47%
GLXY2.09%0.64%
XYZ1.74%0.52%

Sector mix of the stock holdings

SectorNODEWGMIGap
Financials47.2%71.0%−23.7%
Technology10.7%7.0%+3.7%
Utilities8.2%0.0%+8.2%
Industrials4.3%2.8%+1.5%

More: full overlap table · NODE holdings · WGMI 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.