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
GCPU
29
HOLDINGS
41%
ALSO IN DAPP
DAPP
23
HOLDINGS
55%
ALSO IN GCPU
SECTOR DRIFT (GCPU minus DAPP)
OVERLAPPING HOLDINGS
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| Company | Weight in GCPU |
Weight in DAPP |
Overlap | |
|---|---|---|---|---|
 |
IREN LTD | 7.7% | 6.2% | 6.2% |
 |
HUT 8 CORP | 8.1% | 5.5% | 5.5% |
 |
MARATHON DIGITAL HOLDINGS INC | 4.6% | 4.7% | 4.6% |
|
RIOT BLOCKCHAIN INC | 4.5% | 5.1% | 4.5% |
|
CIPHER MINING INC | 4.5% | 4.6% | 4.5% |
GCPU Overweight Relative to DAPP
|
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% |
GCPU Underweight Relative to DAPP
|
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% |