Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
42%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
BKCH
33
HOLDINGS
42%
ALSO IN NODE
NODE
43
HOLDINGS
52%
ALSO IN BKCH
SECTOR DRIFT (BKCH minus NODE)
OVERLAPPING HOLDINGS
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| Company | Weight in BKCH |
Weight in NODE |
Overlap | |
|---|---|---|---|---|
 |
HUT 8 CORP | 4.3% | 4.9% | 4.3% |
 |
IREN LTD | 8.0% | 4.2% | 4.2% |
 |
CIRCLE INTERNET GROUP INC | 14.9% | 3.7% | 3.7% |
|
TERAWULF INC. | 3.5% | 4.9% | 3.5% |
|
RIOT BLOCKCHAIN INC | 3.4% | 3.3% | 3.3% |
BKCH Overweight Relative to NODE
|
COINBASE GLOBAL, INC. CLASS A | 13.8% |
|
BITMINE IMMERSION TECHNOLOGI | 11.8% |
|
CIRCLE INTERNET GROUP INC | 11.2% |
|
IREN LTD | 3.9% |
|
ETORO GROUP LTD-A | 2.8% |
|
KEEL INFRASTRUCTURE CORP | 2.2% |
|
BULLISH | 1.8% |
 |
BC TECHNOLOGY GROUP LIMITED | 1.5% |
|
GALAXY DIGITAL INC-A | 1.1% |
|
CHINDATA GROUP HOLDINGS LIMITED SPON | 1.0% |
BKCH Underweight Relative to NODE
|
FIGURE TECHNOLOGY SOLUT-CL A | -5.6% |
|
TALEN ENERGY CORP | -2.4% |
|
BLOCK INC. | -2.3% |
 |
GLOBAL UNICHIP CORP | -2.2% |
 |
AKER ASA-A SHARES | -1.9% |
|
VISTRA ENERGY CORP. | -1.6% |
|
STRATEGY INC | -1.6% |
|
TERAWULF INC. | -1.4% |
|
CIPHER MINING INC | -1.4% |
|
CONSTELLATION ENERGY CORPORATION | -1.3% |