Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
49%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
DAPP
23
HOLDINGS
55%
ALSO IN GCPU
GCPU
24
HOLDINGS
41%
ALSO IN DAPP
SECTOR DRIFT (DAPP minus GCPU)
OVERLAPPING HOLDINGS
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| Company | Weight in DAPP |
Weight in GCPU |
Overlap | |
|---|---|---|---|---|
 |
IREN LTD | 6.2% | 7.7% | 6.2% |
 |
HUT 8 CORP | 5.5% | 8.1% | 5.5% |
 |
MARATHON DIGITAL HOLDINGS INC | 4.7% | 4.6% | 4.6% |
|
RIOT BLOCKCHAIN INC | 5.1% | 4.5% | 4.5% |
|
CIPHER MINING INC | 4.6% | 4.5% | 4.5% |
DAPP Overweight Relative to GCPU
|
COINBASE GLOBAL, INC. CLASS A | 8.8% |
|
BLOCK INC. | 7.6% |
|
BITMINE IMMERSION TECHNOLOGI | 6.7% |
|
CIRCLE INTERNET GROUP INC | 6.6% |
|
STRATEGY INC | 5.3% |
|
BULLISH | 4.1% |
|
FIGURE TECHNOLOGY SOLUT-CL A | 3.7% |
 |
METAPLANET INC | 3.6% |
 |
BC TECHNOLOGY GROUP LIMITED | 1.8% |
|
BITDEER TECHNOLO | 1.6% |
DAPP Underweight Relative to GCPU
|
COREWEAVE INC-CL A | -8.3% |
 |
NEBIUS GROUP NV | -8.3% |
|
DIGITALOCEAN HOLDINGS, INC. | -8.0% |
|
HEWLETT PACKARD ENTERPRISE CO. | -4.4% |
|
SBI HOLDINGS INC | -4.2% |
|
KEEL INFRASTRUCTURE CORP | -3.3% |
|
HUT 8 CORP | -2.6% |
|
BIT DIGITAL, INC. | -2.4% |
|
IREN LTD | -1.5% |
|
CANAAN INC. SPONSORED ADR CLASS A | -1.3% |