Do NODE and TKNQ hold the same stocks?

By their latest filings, 7% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.

Which is more different from the S&P 500, NODE or TKNQ?

NODE has 9% of its weight in S&P 500 names and TKNQ has 24%, so NODE differs more from the index.

Which is cheaper, NODE or TKNQ?

NODE charges 0.67% a year and TKNQ charges 0.69%, so NODE is cheaper. Fees come from each fund's prospectus.

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NODE vs TKNQ: which is really different?

NODE and TKNQ hold 7% of their weight in the same names. Onchain Economy ETF and Amplify Tokenization Technology Leaders ETF.

9.2%

NODE in the S&P 500

24.2%

TKNQ in the S&P 500

−3.4%

NODE total return, 1 year

+2.5%

TKNQ total return, since launch

NODE · 1 year to Sep 30, 202691% of its weight is outside the S&P 500

9% of NODE's weight is in S&P 500 companies and 91% is outside the index

TKNQ · 6 months to Sep 30, 202676% of its weight is outside the S&P 500

24% of TKNQ's weight is in S&P 500 companies and 76% is outside the index

ETFIQ Off-Index Score · NODE scores higherHow much of it is not the index it is sold as an alternative to?

NODE 53.2

TKNQ 28.5

0.1, the lowest in this set92.0, the highest

A percentile among the 375 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it → How it is computed →

What they hold in common

By the books each fund has filed, NODE and TKNQ hold 7% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 1, 2026 and Sep 30, 2026.

50%

half

7% in common

Positions both hold, largest shared weight first

Holding NODE TKNQ

Coinbase Global Inc 1.50% 1.18%

Bullish 1.32% 1.13%

Robinhood Markets Inc 1.25% 1.08%

Block Inc 1.90% 1.03%

Galaxy Digital Inc 2.11% 1.00%

Circle Internet Group Inc 2.67% 0.98%

Figure Technology Solutions Inc 5.23% 0.84%

Only in NODE

VanEck Bitcoin ETF 16.90%

Iren Ltd 5.32%

Hut 8 Corp 5.18%

Cipher Mining Inc 4.80%

Terawulf Inc 4.65%

Cleanspark Inc 4.10%

Riot Platforms Inc 3.87%

Mara Holdings Inc 3.44%

Only in TKNQ

Invesco Government & Agency Portfolio 12/31/2031 17.96%

Canary HBAR ETF 7.82%

Grayscale Chainlink Trust ETF 7.35%

Bitwise Solana Staking ETF 5.60%

Securitize Corp 1.92%

VanEck Avalanche ETF 1.91%

Ping An Insurance Group Co of China Ltd 1.30%

Gemini Space Station Inc 1.28%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.

7% of the two portfolios are the same securities at the same weight.

Performance, window by window

	Total return		vs the S&P 500		vs the Nasdaq-100
Window	NODE	TKNQ	NODE	TKNQ	NODE	TKNQ
3 months	−7.2%	+18.3%	−9.7 pts	+15.8 pts	−9.3 pts	+16.1 pts
6 months	+19.9%	+17.6%	+3.0 pts	+0.6 pts	−6.9 pts	−9.3 pts
1 year	−3.4%	not published	−19.1 pts	not published	−27.2 pts	not published
Since launch NODE May 2025 · TKNQ Dec 2025	+48.9%	+2.5%	+17.0 pts	−9.2 pts	+5.3 pts	−16.8 pts

NODE and TKNQ over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →

On the same fields

NODE

Onchain Economy ETF · Holds 40 stocks in stablecoins and tokenisation, 9% of its weight in S&P 500 companies

TKNQ

Amplify Tokenization Technology Leaders ETF · Holds 64 stocks in stablecoins and tokenisation, 24% of its weight in S&P 500 companies

Issuer VanEck Amplify

Theme Stablecoins and tokenisation Stablecoins and tokenisation

In the S&P 500 9.2% 24.2%

Active share vs the S&P 500 98.2% 93.1%

In the Nasdaq-100 4.7% 2.3%

Holdings 40 64

Top ten, share of the fund 56.9% 47.6%

Expense ratio 0.67% 0.69%

Fee for the differing part 0.68% 0.74%

Total return, 1 year −3.4% +2.5% (since launch on Dec 23, 2025)

vs the S&P 500 −19.1 pts −9.2 pts

vs the Nasdaq-100 −27.2 pts −16.8 pts

Below its high −17.6% −3.7%

Net assets $71m $1m

NODE and TKNQ on the same fields, as of Sep 30, 2026. Source: ETFIQ.

NODE in plain words

By weight, 9% of NODE's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 57% of the fund across 40 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned −3.4% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 19.1 pts. It sits 17.6% below its all-time high of Jun 1, 2026.

TKNQ in plain words

By weight, 24% of TKNQ's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 93%. The top ten holdings are 48% of the fund across 64 positions, as published by its issuer for Oct 1, 2026. Since it launched on Dec 23, 2025 the fund returned +2.5% with distributions reinvested against +11.7% for the S&P 500, so a holder was behind by 9.2 pts.

Questions people ask

Do NODE and TKNQ hold the same stocks?: By their latest filings, 7% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, NODE or TKNQ?: NODE has 9% of its weight in S&P 500 names and TKNQ has 24%, so NODE differs more from the index.
Which is cheaper, NODE or TKNQ?: NODE charges 0.67% a year and TKNQ charges 0.69%, so NODE is cheaper. Fees come from each fund's prospectus.

Other comparisons

NODE vs STBQ NODE vs TCAN NODE vs LEGR TKNQ vs LEGR TKNQ vs STBQ TKNQ vs TCAN

NODE on its own →TKNQ on its own →How every figure is computed →Standards and sources →

Where these figures came from

NODE filings on SEC EDGAR ↗NODE prospectus with the expense ratio (SEC) ↗VanEck website ↗TKNQ filings on SEC EDGAR ↗TKNQ prospectus with the expense ratio (SEC) ↗Amplify page for TKNQ ↗

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement. A comparison is not a recommendation.

Cite this page

ETFIQ, NODE against TKNQ, data as of Sep 30, 2026. https://etfiq.com/compare/themes/node-vs-tknq

Open data

Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.