BITQ vs. JOET ETF Comparison

Comparison of Bitwise Crypto Industry Innovators ETF (BITQ) to Virtus Terranova U.S. Quality Momentum ETF (JOET)
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

$20.74

Average Daily Volume

142,307

Number of Holdings *

19

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

Virtus Terranova U.S. Quality Momentum ETF

JOET Description The investment seeks investment results that correspond, before fees and expenses, to the price and yield performance of the Terranova U.S. Quality Momentum Index. Under normal market conditions, the fund will invest not less than 80% of its assets in component securities of the index. The index is designed to track the performance of quality large-capitalization companies listed in the United States. The index includes common stock and ADRs. The fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. securities.

Grade (RS Rating)

Last Trade

$40.23

Average Daily Volume

28,115

Number of Holdings *

124

* may have additional holdings in another (foreign) market
Performance
Period BITQ JOET
30 Days 36.90% 7.50%
60 Days 62.79% 9.52%
90 Days 54.66% 12.70%
12 Months 173.95% 38.39%
7 Overlapping Holdings
Symbol Grade Weight in BITQ Weight in JOET Overlap
BK A 1.01% 0.77% 0.77%
COIN C 10.9% 0.98% 0.98%
IBKR A 1.25% 0.89% 0.89%
MA C 0.94% 0.78% 0.78%
MELI D 0.82% 0.69% 0.69%
NU C 0.96% 0.75% 0.75%
PYPL B 1.08% 0.78% 0.78%
BITQ Overweight 12 Positions Relative to JOET
Symbol Grade Weight
MSTR C 16.51%
MARA C 8.95%
WULF C 4.83%
RIOT C 4.82%
CIFR B 4.79%
CLSK C 4.48%
IREN C 4.16%
APLD A 2.82%
BTBT C 2.25%
BLK C 1.04%
V A 0.95%
CME A 0.88%
BITQ Underweight 117 Positions Relative to JOET
Symbol Grade Weight
APP B -1.3%
AXON A -1.03%
PLTR B -1.0%
GRMN B -0.97%
SPOT B -0.94%
UAL A -0.91%
FTNT C -0.89%
DAL C -0.89%
DOCU A -0.88%
SYF B -0.87%
CRWD B -0.87%
RCL A -0.87%
CRM B -0.86%
APO B -0.86%
DFS B -0.86%
HEI B -0.85%
NFLX A -0.85%
FCNCA A -0.85%
PH A -0.85%
PODD C -0.85%
SQ A -0.85%
AMZN C -0.85%
NOW A -0.84%
HWM A -0.84%
HBAN A -0.84%
CMI A -0.83%
PANW C -0.83%
CFG B -0.83%
RF A -0.83%
GM B -0.83%
AMP A -0.83%
VMC B -0.83%
PCAR B -0.82%
SYK C -0.82%
MTB A -0.82%
RJF A -0.82%
ORCL B -0.82%
ROL B -0.81%
IR B -0.81%
AXP A -0.81%
BR A -0.81%
VRT B -0.81%
GWW B -0.81%
ADSK A -0.81%
FAST B -0.81%
JPM A -0.81%
FITB A -0.81%
ETN A -0.8%
SPGI C -0.8%
DOV A -0.8%
ISRG A -0.8%
PGR A -0.8%
APH A -0.8%
TTD B -0.8%
BRO B -0.8%
CINF A -0.79%
ALL A -0.79%
COST B -0.79%
DDOG A -0.79%
NTRS A -0.79%
CTAS B -0.79%
IT C -0.79%
TT A -0.79%
NVDA C -0.79%
DECK A -0.79%
RSG A -0.79%
WMT A -0.78%
WRB A -0.78%
PFG D -0.78%
TSCO D -0.78%
HIG B -0.78%
URI B -0.78%
WELL A -0.78%
WAB B -0.78%
BSX B -0.78%
PWR A -0.78%
TRV B -0.77%
MLM B -0.77%
BRK.A B -0.77%
META D -0.76%
NVR D -0.76%
AFL B -0.76%
MSFT F -0.76%
ACN C -0.76%
AMAT F -0.76%
ANET C -0.75%
PSA D -0.75%
CMG B -0.75%
CB C -0.75%
AVGO D -0.75%
CARR D -0.75%
CAT B -0.75%
ROST C -0.75%
LEN D -0.74%
EXR D -0.74%
CPNG D -0.74%
HUBB B -0.74%
TW A -0.74%
KLAC D -0.73%
GD F -0.73%
PHM D -0.73%
ACGL D -0.72%
FSLR F -0.72%
QCOM F -0.72%
XYL D -0.71%
RMD C -0.71%
UBER D -0.7%
ADI D -0.7%
DHI D -0.69%
O D -0.69%
LLY F -0.67%
IRM D -0.67%
AMD F -0.66%
CHKP D -0.65%
CEG D -0.64%
MPWR F -0.49%
SMCI F -0.29%
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