Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
73.7%
% of DAPP's 23 holdings also in BKCH
56.0%
% of BKCH's 25 holdings also in DAPP
Overlap by Weight
Sector Drift (DAPP minus BKCH)
Overlapping Holdings
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Company | Weight in DAPP |
Weight in BKCH |
Overlap | |
---|---|---|---|---|
COINBASE GLOBAL, INC. CLASS A | 8.4% | 21.0% | 8.4% | |
CLEANSPARK, INC. | 6.9% | 20.5% | 6.9% | |
MARATHON DIGITAL HOLDINGS INC | 5.9% | 13.7% | 5.9% | |
RIOT BLOCKCHAIN INC | 5.1% | 6.9% | 5.1% | |
GALAXY DIGITAL HOLDINGS LTD. | 4.3% | 3.7% | 3.7% |
Position Highlights (Non-Overlapping Exposures)
DAPP Overweight Relative to BKCH
MICROSTRATEGY INC-CL A | 8.4% | |
BLOCK INC. | 6.4% | |
BITCOIN GROUP SE | 4.8% | |
HIVE BLOCKCHAIN TECHNOLOGIES LTD | 4.3% | |
BITFARMS LTD. | 3.9% | |
CIPHER MINING INC | 3.8% | |
NORTHERN DATA AG | 3.6% | |
APPLIED BLOCKCHAIN INC | 2.6% | |
CANAAN INC. SPONSORED ADR CLASS A | 2.3% | |
TERAWULF INC. | 2.2% |
DAPP Underweight Relative to BKCH
CLEANSPARK, INC. | -13.6% | |
COINBASE GLOBAL, INC. CLASS A | -12.6% | |
MARATHON DIGITAL HOLDINGS INC | -7.8% | |
BITFARMS LTD. | -4.6% | |
NVIDIA CORP | -2.3% | |
ROBINHOOD MARKETS, INC. CLASS A | -2.0% | |
RIOT BLOCKCHAIN INC | -1.9% | |
HUT 8 MINING CORP. | -1.8% | |
HIVE BLOCKCHAIN TECHNOLOGIES LTD | -1.8% | |
PAYPAL HOLDINGS, INC. | -1.2% |