BKCH vs DAPP

Global X Blockchain ETF against VanEck Digital Transformation ETF: cost, size, returns, what they hold and how much of it is the same.

Overlap by weight
63%
14 shared positions
Fee gap
2 bp
BKCH is cheaper
1-year return gap
8.7 pts
DAPP is ahead
Larger fund
DAPP
$391M

Side by side

BKCHDAPP
FundGlobal X Blockchain ETFVanEck Digital Transformation ETF
IssuerGlobal XVanEck
CategoryFintech & BlockchainInternet & Innovation
Expense ratio0.50%0.52%
Assets$270M$391M
Average daily dollar volume$3.4M$23M
ListedJul 12, 2021Apr 12, 2021
FrenzyCap score5059
1-month return−8.7%−8.7%
3-month return−3.2%−0.3%
Year to date+1.2%+7.8%
1-year return−38.5%−29.9%
30-day volatility63.9%57.3%
Worst drawdown, 1 year−57.1%−48.2%
Trailing 12-month yield1.89%—
Holdings3522
Top 10 weight69.4%61.7%
Look-through P/E——
Holdings vs fair value+12.9%+12.9%
Holdings above 200-day average13%28%
Net flow, latest 3 reported months+$36M thru May 2026−$30M thru Jun 2026
30-day implied volatility70.9%99.3%
Holdings as ofas of Oct 9, 2026issuer dataas of Oct 8, 2026issuer data

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

Largest shared holdings

82% of BKCH · 71% of DAPP
HoldingBKCHDAPP
COIN14.35%9.01%
CRCL12.18%6.96%
BMNR10.54%6.82%
IREN9.44%5.85%
GLXY4.38%4.11%
APLD3.91%4.53%
MARA3.86%4.28%
RIOT3.79%4.37%
WULF3.53%4.10%
CLSK3.45%4.12%
CORZ3.37%4.37%
BLSH3.06%3.97%
BTDR2.92%4.06%
CIFR2.74%4.11%

Sector mix of the stock holdings

SectorBKCHDAPPGap
Financials85.5%81.0%+4.5%
Technology3.9%13.2%−9.3%

More: full overlap table · BKCH holdings · DAPP holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.