Key Takeaways
- • VanEck's Onchain Economy ETF (NODE) reached an all-time high net asset value of $46.97 as of June 18, 2026, representing significant momentum in blockchain and digital asset equity exposure.
- • The fund generated a year-to-date total return of 35.79% (NAV) and 80.71% over the trailing one-year period, substantially outperforming broader crypto equity benchmarks on a one-month basis (16.77% vs. 21.45% for the MVIS Global Digital Assets Equity Index).
- • NODE maintains $81.15 million in total net assets across 66 holdings with a 0.67% net expense ratio, positioning it as a lower-cost alternative within the digital assets equity category despite assets remaining below the $255 million category average.
- • The actively managed ETF incorporates Bitcoin cycle-aware allocation methodology to dynamically adjust risk exposure based on historical Bitcoin market indicators, distinguishing it from passive alternatives in the sector.
- • A 52-week trading range of $47.76 to $26.33 reflects the structural volatility inherent in digital asset equities, with the current NAV near the upper bound of annual price discovery.
Summary
VanEck's Onchain Economy ETF (NODE) achieved an all-time high net asset value of $46.97 on June 18, 2026, marking a notable inflection point for the actively managed fund focused on blockchain infrastructure, digital asset services, and related equity exposure. The fund tracks companies and instruments meaningfully tied to the onchain economy across diversified subsectors within the emerging digital assets ecosystem.
Year-to-date performance through mid-June demonstrates substantial gains, with the fund posting a 35.79% return at NAV and 35.38% on a market price basis. Over the trailing 12-month period, NODE generated an 80.71% return (NAV), signaling robust investor demand for equities positioned at the intersection of traditional capital markets and blockchain infrastructure. The fund's one-year performance outpaced its benchmarked peer—the MVIS Global Digital Assets Equity Index—which returned 76.66% over the same interval, though the benchmark showed stronger momentum on a one-month basis at 21.45% versus NODE's 16.77%.
The fund maintains $81.15 million in total net assets as of the reported date, representing growth from earlier valuations but remaining below the $255 million average for the broader Equity Digital Assets ETF category. NODE's portfolio encompasses 66 holdings and carries a net expense ratio of 0.67%, positioning it competitively within the category. The fund employs active management with Bitcoin cycle-aware allocation techniques designed to adjust risk exposure based on historical Bitcoin market cycles, differentiating its approach from passive indexing strategies. Trading within a 52-week range of $47.76 to $26.33, the current NAV near the annual high reflects the sector's elevated volatility and the fund's sensitivity to broader cryptocurrency market conditions.
Year-to-date performance through mid-June demonstrates substantial gains, with the fund posting a 35.79% return at NAV and 35.38% on a market price basis. Over the trailing 12-month period, NODE generated an 80.71% return (NAV), signaling robust investor demand for equities positioned at the intersection of traditional capital markets and blockchain infrastructure. The fund's one-year performance outpaced its benchmarked peer—the MVIS Global Digital Assets Equity Index—which returned 76.66% over the same interval, though the benchmark showed stronger momentum on a one-month basis at 21.45% versus NODE's 16.77%.
The fund maintains $81.15 million in total net assets as of the reported date, representing growth from earlier valuations but remaining below the $255 million average for the broader Equity Digital Assets ETF category. NODE's portfolio encompasses 66 holdings and carries a net expense ratio of 0.67%, positioning it competitively within the category. The fund employs active management with Bitcoin cycle-aware allocation techniques designed to adjust risk exposure based on historical Bitcoin market cycles, differentiating its approach from passive indexing strategies. Trading within a 52-week range of $47.76 to $26.33, the current NAV near the annual high reflects the sector's elevated volatility and the fund's sensitivity to broader cryptocurrency market conditions.
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