BITQ vs. IYF ETF Comparison

Comparison of Bitwise Crypto Industry Innovators ETF (BITQ) to iShares U.S. Financial ETF (IYF)
BITQ

Bitwise Crypto Industry Innovators ETF

BITQ Description

The Bitwise Crypto Industry Innovators ETF (the Fund”) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Bitwise Crypto Innovators 30 Index. The Index was designed to measure the performance of companies leading the rapidly emerging crypto economy. At least 85% of the index is focused on pure-play crypto companies, including bitcoin and crypto trading venues, crypto mining and mining equipment firms, and service providers. Examples include Coinbase (COIN), Silvergate Capital (SI), and MicroStrategy (MSTR). Up to 15% of the index is focused on supporting companies: Innovative large cap firms with diversified business interests that include at least one significant business line focused on the crypto economy. Examples include PayPal (PYPL), Nvidia (NVDA), and Square (SQ). The fund offers investors a picks and shovels approach to investing in the crypto economy

Grade (RS Rating)

Last Trade

$19.70

Average Daily Volume

137,443

Number of Holdings *

19

* may have additional holdings in another (foreign) market
IYF

iShares U.S. Financial ETF

IYF Description The investment seeks to track the investment results of an index composed of U.S. equities in the financial sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$116.40

Average Daily Volume

280,997

Number of Holdings *

135

* may have additional holdings in another (foreign) market
Performance
Period BITQ IYF
30 Days 24.68% 7.20%
60 Days 59.64% 12.04%
90 Days 46.91% 14.06%
12 Months 160.22% 49.08%
5 Overlapping Holdings
Symbol Grade Weight in BITQ Weight in IYF Overlap
BK A 1.01% 0.97% 0.97%
BLK B 1.04% 2.59% 1.04%
CME B 0.88% 1.35% 0.88%
COIN C 10.9% 1.01% 1.01%
IBKR A 1.25% 0.32% 0.32%
BITQ Overweight 14 Positions Relative to IYF
Symbol Grade Weight
MSTR B 16.51%
MARA B 8.95%
WULF C 4.83%
RIOT C 4.82%
CIFR C 4.79%
CLSK C 4.48%
IREN C 4.16%
APLD B 2.82%
BTBT C 2.25%
PYPL B 1.08%
NU C 0.96%
V A 0.95%
MA B 0.94%
MELI C 0.82%
BITQ Underweight 130 Positions Relative to IYF
Symbol Grade Weight
BRK.A B -11.69%
JPM A -9.82%
BAC A -4.69%
WFC A -4.36%
GS A -3.13%
SPGI C -2.63%
MS A -2.6%
PGR A -2.5%
C A -2.2%
BX A -2.14%
SCHW B -2.01%
CB C -1.95%
MMC B -1.83%
KKR A -1.69%
ICE C -1.48%
APO B -1.43%
PNC B -1.38%
USB A -1.3%
MCO B -1.25%
AON A -1.24%
AJG A -1.07%
AFL B -1.04%
TFC A -1.04%
TRV B -1.0%
AMP A -0.94%
ALL A -0.86%
MET A -0.82%
AIG B -0.82%
PRU A -0.77%
MSCI C -0.76%
DFS B -0.74%
ACGL C -0.61%
MTB A -0.6%
HIG B -0.58%
FITB B -0.54%
NDAQ A -0.54%
WTW B -0.53%
RJF A -0.51%
ARES A -0.51%
STT B -0.48%
FCNCA A -0.45%
BR A -0.45%
TROW B -0.44%
BRO B -0.44%
HBAN A -0.43%
RF A -0.41%
CINF A -0.39%
LPLA A -0.39%
MKL A -0.37%
NTRS A -0.36%
HOOD B -0.36%
CFG B -0.35%
CBOE C -0.35%
PFG D -0.33%
FDS B -0.31%
KEY B -0.3%
WRB A -0.3%
EG C -0.27%
L A -0.26%
RGA A -0.26%
FNF B -0.25%
TW A -0.25%
SOFI B -0.24%
EWBC A -0.24%
JEF A -0.22%
RNR C -0.22%
UNM A -0.21%
SF B -0.2%
EQH C -0.2%
CG B -0.19%
FHN A -0.19%
AIZ A -0.19%
OWL A -0.19%
WBS A -0.18%
PRI B -0.18%
EVR B -0.18%
ALLY C -0.17%
GL C -0.17%
NLY C -0.17%
AFG A -0.17%
KNSL B -0.17%
PNFP B -0.16%
ORI A -0.16%
HLI A -0.16%
MKTX D -0.16%
WAL B -0.16%
WTFC A -0.15%
MORN B -0.15%
CFR B -0.14%
VOYA B -0.14%
SNV C -0.14%
CMA B -0.14%
CBSH B -0.14%
ZION B -0.14%
RYAN A -0.13%
SEIC B -0.13%
AXS A -0.12%
AGNC C -0.12%
BPOP C -0.12%
RLI A -0.12%
PB B -0.12%
MTG C -0.11%
BEN C -0.11%
COLB B -0.11%
OMF A -0.11%
FAF A -0.11%
IVZ B -0.11%
TPG A -0.1%
RITM C -0.1%
THG A -0.1%
AMG B -0.1%
JHG B -0.1%
STWD C -0.1%
FNB A -0.1%
LAZ B -0.1%
WTM A -0.09%
OZK B -0.09%
SLM A -0.09%
KMPR A -0.08%
AGO B -0.08%
LNC C -0.07%
BHF C -0.06%
FHB B -0.06%
CACC D -0.05%
VIRT A -0.05%
BOKF B -0.04%
RKT F -0.03%
CNA C -0.02%
UWMC D -0.01%
TFSL A -0.01%
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