Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
35.0%
% of DAPP's 23 holdings also in BLCN
13.7%
% of BLCN's 51 holdings also in DAPP
Overlap by Weight
Sector Drift (DAPP minus BLCN)
Overlapping Holdings
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Company | Weight in DAPP |
Weight in BLCN |
Overlap | |
---|---|---|---|---|
MICROSTRATEGY INC-CL A | 11.2% | 8.4% | 8.4% | |
MARATHON DIGITAL HOLDINGS INC | 5.3% | 7.5% | 5.3% | |
RIOT BLOCKCHAIN INC | 5.3% | 5.0% | 5.0% | |
BLOCK INC. | 6.5% | 5.0% | 5.0% | |
COINBASE GLOBAL, INC. CLASS A | 9.5% | 4.4% | 4.4% |
Position Highlights (Non-Overlapping Exposures)
DAPP Overweight Relative to BLCN
HUT 8 CORP | 6.5% | |
CIPHER MINING INC | 5.8% | |
CORE SCIENTIFIC, INC. | 5.8% | |
COINBASE GLOBAL, INC. CLASS A | 5.0% | |
APPLIED BLOCKCHAIN INC | 4.6% | |
TERAWULF INC. | 4.4% | |
BIT DIGITAL, INC. | 4.3% | |
IRIS ENERGY LTD. | 3.9% | |
CANAAN INC. SPONSORED ADR CLASS A | 3.4% | |
GALAXY DIGITAL HOLDINGS LTD. | 3.2% |
DAPP Underweight Relative to BLCN
ROBINHOOD MARKETS, INC. CLASS A | -4.8% | |
NVIDIA CORP | -4.1% | |
ACCENTURE PLC-CL A | -3.6% | |
MICROSOFT CORP | -3.5% | |
META PLATFORMS INC | -3.3% | |
PAYPAL HOLDINGS INC | -2.8% | |
ADVANCED MICRO DEVICES | -2.4% | |
MARATHON DIGITAL HOLDINGS INC | -2.2% | |
PLUS500 LTD. | -2.0% | |
QUALCOMM INC | -1.8% |