BITQ

ETFIndex

Bitwise Crypto Industry Innovators ETF

Category: US Equity (9,528 funds)

Expense Ratio

0.85%

Annual Cost per $10K

$85.00

30-Year Fee Drag per $10K

$16,199

at 7% annual return

Fund Type

ETF

Index

Trailing 12-Month

+89.24%

Asset Allocation

US Equity

76%

Intl Equity

12%

Cash

12%

Fee Comparison

BITQ

0.85%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

20% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of September 2025 · Updated quarterly

+299.84%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

BITQ at 0.85%$299,619

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$80,993

Cost vs index fund−$77,805

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of September 2025

Ticker	Name	ER	1yr	3yr	5yr
BITQ	Bitwise Crypto Industry Innovators ETF	0.85%	+89.24%	+58.72%	—
IWM	iShares Russell 2000 ETF	0.19%	+10.63%	+15.07%	+11.43%
FEEFX	American Funds Fundamental Investors	0.34%	+21.32%	+27.21%	+17.36%
AICCX	Investment Co of America	0.32%	+19.61%	+27.20%	+16.45%
IBB	iShares Biotechnology ETF	0.44%	-0.66%	+7.50%	+1.53%
DOXGX	Dodge & Cox Stock Fund	0.41%	+9.30%	+19.16%	—
AAGTX	American Funds 2040 Target Date Retirement Fund	0.68%	+14.59%	+19.67%	+11.23%
FCAGX	Fidelity Small Cap Growth Fund	0.92%	-20.12%	-33.79%	-41.59%
ACSHX	Invesco Comstock Fund	0.51%	+12.21%	+18.83%	+19.32%
AAHTX	American Funds 2045 Target Date Retirement Fund	0.69%	+15.28%	+20.35%	+11.54%
AALTX	American Funds 2050 Target Date Retirement Fund	0.69%	+15.32%	+20.64%	+11.57%
IWO	iShares Russell 2000 Growth ETF	0.24%	+13.44%	+16.59%	+8.33%
GGAFX	GuidePath Growth Allocation Fund	0.81%	—	—	—
FSSNX	Fidelity Small Cap Index Fund	0.03%	+10.96%	+15.38%	+11.66%
GTSAX	Invesco Small Cap Growth Fund	0.81%	+4.06%	+12.58%	+4.28%
FGIDX	Fidelity Growth and Income Portfolio	0.46%	—	—	—
FMSHX	Franklin Mutual Shares Fund	0.70%	+5.55%	+16.01%	+12.34%
FSCRX	Fidelity Small Cap Discovery Fund	0.91%	+3.90%	+14.63%	+14.12%
PEIYX	Putnam Large Cap Value Fund	0.63%	+14.68%	+16.00%	+14.33%
CGLGX	American Funds Growth and Income Portfolio	0.92%	+14.71%	+19.95%	+12.14%
AAMTX	American Funds 2055 Target Date Retirement Fund	0.70%	+15.61%	+20.93%	+11.57%
PHLQX	PGIM Jennison Health Sciences Fund	0.77%	-11.75%	+9.44%	+6.55%
llpfx	Longleaf Partners Fund	0.79%	-1.74%	+13.59%	+9.45%
FGRCX	Fidelity Mega Cap Stock Fund	0.47%	+16.84%	+17.08%	+8.31%
ARZMX	AMG River Road Small Cap Value Fund	1.02%	+9.74%	+13.87%	+13.92%
TCPWX	Transamerica Capital Growth	0.74%	+67.01%	+36.51%	+5.41%
CGPAX	American Funds Growth Portfolio	0.99%	+18.28%	+24.33%	+12.55%
PNSAX	Putnam Small Cap Growth Fund	1.17%	+8.39%	+20.41%	+11.12%
IWN	iShares Russell 2000 Value ETF	0.24%	+7.68%	+13.31%	+14.34%
FSELX	Select Semiconductors Portfolio	0.62%	+22.66%	+41.82%	+31.05%
FGLGX	Fidelity Series Large Cap Stock Fund	0.00%	+25.43%	+29.93%	+22.04%
FBIOX	Select Biotechnology Portfolio	0.63%	-2.61%	+9.74%	+2.99%
GARUX	Goldman Sachs Absolute Return Tracker Fund	0.73%	+6.83%	+9.98%	+6.37%
BPAVX	Boston Partners All-Cap Value Fund	0.80%	+8.64%	+12.96%	+14.07%
VGSTX	VANGUARD STAR FUND	0.30%	+10.00%	+15.46%	+7.83%
QLD	ProShares Ultra QQQ	0.95%	+28.75%	+39.24%	+19.14%
FDVLX	Fidelity Value Fund	0.68%	+4.41%	+16.69%	+17.40%
FFOJX	Select Technology Portfolio	0.91%	—	—	—
SOXX	iShares Semiconductor ETF	0.34%	+18.51%	+37.84%	+22.76%
DFSVX	U.S. SMALL CAP VALUE PORTFOLIO$1M min	0.31%	+4.99%	+15.73%	+19.58%
ARANX	Horizon Active Risk Assist Fund	1.32%	+7.14%	+11.77%	+8.89%
TRUZX	T. Rowe Price New Horizons Fund, Inc.	0.64%	+2.68%	+9.54%	+1.28%
AANTX	American Funds 2060 Target Date Retirement Fund	0.72%	+15.62%	+20.99%	+11.57%
LCBEX	ClearBridge Dividend Strategy Fund	0.66%	+12.18%	+18.85%	+14.04%
WFPRX	Allspring Special Mid Cap Value Fund	0.70%	+1.67%	+13.95%	+8.22%
CHCCX	AB DISCOVERY GROWTH FUND, INC.	0.92%	+3.70%	+13.37%	+3.71%
DFAS	Dimensional U.S. Small Cap ETF	0.27%	+6.64%	+14.92%	—
FETKX	Fidelity Equity Dividend Income Fund	0.46%	+5.72%	+12.25%	+13.37%
VVOAX	Invesco Value Opportunities Fund	1.27%	+20.44%	+26.46%	+25.15%
DFSTX	U.S. SMALL CAP PORTFOLIO$1M min	0.27%	+6.80%	+15.34%	+15.16%
TIBOX	Thornburg Investment Income Builder Fund	0.84%	+26.16%	+24.75%	+17.31%
CALF	Pacer US Small Cap Cash Cows 100 ETF	0.59%	-4.82%	+11.70%	+13.18%
HRSIX	Hood River Small-Cap Growth Fund	1.07%	+21.56%	+24.61%	+17.81%
FEIKX	Fidelity Equity-Income Fund	0.46%	+11.46%	+18.12%	+14.85%
FSPHX	Select Health Care Portfolio	0.63%	-7.78%	+4.19%	+3.06%
BLPAX	American Funds Moderate Growth and Income Portfolio	0.93%	+11.98%	+16.18%	+9.21%
TRTZX	T. Rowe Price Mid-Cap Value Fund, Inc.	0.05%	+4.98%	+18.88%	+16.62%
QGI2Q	VIP Growth and Income Portfolio	0.49%	+17.97%	+24.10%	+18.69%
FHZTX	Fidelity Large Cap Stock Fund	1.02%	—	—	—
GSKPX	Goldman Sachs Tax-Advantaged Global Equity Portfolio	1.22%	+14.09%	+16.67%	+12.41%
FFDKX	Fidelity Fund	0.42%	+17.12%	+26.37%	+15.56%
MCPRX	MFS Mid Cap Growth Fund	1.02%	+12.23%	+13.48%	+6.85%
AALRX	American Beacon Large Cap Value Fund	0.62%	+9.65%	+18.54%	+16.32%
FCDAX	Fidelity Stock Selector Small Cap Fund	0.85%	-21.61%	-33.98%	-39.37%
THISX	T. Rowe Price Health Sciences Fund, Inc.	0.67%	-9.04%	+5.35%	+4.06%
NEAIX	Needham Aggressive Growth Fund	1.20%	+22.11%	+26.99%	+19.32%
POSKX	PRIMECAP Odyssey Stock Fund	0.67%	+14.99%	+21.80%	+15.82%
DFFVX	U.S. Targeted Value Portfolio$1M min	0.29%	+7.49%	+16.09%	+19.54%
JMGFX	JPMorgan Mid Cap Growth Fund	1.09%	+17.56%	+18.77%	+9.04%
PFIEX	International Equity Index Fund	0.30%	+13.42%	+17.09%	+10.07%
SSO	ProShares Ultra S&P500	0.89%	+21.64%	+30.12%	+21.87%
FACDX	Fidelity Advisor Health Care Fund	0.68%	-29.65%	-40.40%	-44.92%
FELAX	Fidelity Advisor Semiconductors Fund	0.69%	+4.22%	-12.80%	-28.72%
FSLCX	Fidelity Small Cap Stock Fund	0.87%	+9.86%	+16.05%	+10.67%
TMSIX	THRIVENT MID CAP STOCK FUND	0.74%	+1.37%	+11.26%	+10.87%
FDGFX	Fidelity Dividend Growth Fund	1.16%	+18.70%	+24.63%	+18.48%
FVSKX	Fidelity Advisor Value Strategies Fund	0.72%	+3.53%	+11.41%	+16.35%
FVD	First Trust Value Line Dividend Index Fund	0.61%	+3.97%	+11.51%	+10.36%
DFAT	Dimensional U.S. Targeted Value ETF	0.28%	+6.40%	+16.01%	—
FKMCX	Fidelity Mid-Cap Stock Fund	1.69%	+8.92%	+14.88%	+14.93%
FVDFX	Fidelity Value Discovery Fund	0.77%	+6.01%	+12.23%	+12.19%
POGRX	PRIMECAP Odyssey Growth Fund	0.66%	+25.07%	+23.98%	+15.25%
NBPBX	Neuberger Berman Large Cap Value Fund	0.03%	+7.82%	+8.96%	+13.00%
SMEAX	Invesco Small Cap Equity Fund	0.88%	+10.49%	+17.15%	+12.69%
FIDLX	Fidelity Advisor Large Cap Fund	0.70%	+23.23%	+23.36%	+19.62%
IJK	iShares S&P Mid-Cap 400 Growth ETF	0.17%	+5.09%	+16.08%	+10.84%
HQIFX	THE HARTFORD EQUITY INCOME FUND	0.64%	+8.14%	+14.09%	+13.24%
WINAX	Wilmington International Fund	0.86%	+19.05%	+21.05%	+8.60%
NLSIX	Neuberger Berman Long Short Fund$1M min	1.32%	+8.49%	+10.14%	+6.69%
FEIQX	Franklin Equity Income Fund	0.50%	+13.30%	+18.82%	+14.23%
TRZZX	T. Rowe Price Small-Cap Stock Fund, Inc.	0.74%	+9.38%	+14.46%	+10.36%
DFSCX	U.S. MICRO CAP PORTFOLIO$1M min	0.41%	+7.85%	+15.67%	+16.52%
FSOPX	Fidelity Series Small Cap Opportunities Fund	0.00%	+6.78%	+18.29%	+14.51%
POAGX	PRIMECAP Odyssey Aggressive Growth Fund	0.66%	+22.36%	+21.93%	+11.06%
ACCLX	Mid Cap Value Fund	0.62%	+4.68%	+11.36%	+11.02%
PENNX	Royce Small-Cap Fund	0.93%	+4.94%	+16.91%	+13.28%
RYPRX	Royce Premier Fund	1.19%	+0.75%	+13.07%	+10.14%
EIPI	FT Energy Income Partners Enhanced Income ETF	1.11%	+11.93%	—	—
SZCRX	DWS Small Cap Core Fund	0.81%	+10.53%	+12.06%	+16.32%
ACGIX	Invesco Growth and Income Fund	0.78%	+11.11%	+13.67%	+15.50%
FCAKX	Fidelity Capital Appreciation Fund	0.66%	+15.72%	+25.10%	+15.45%

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