Data as of Nov 4, 2026.
BCDF vs DAPP: Holdings Overlap & Returns
Over the year to Nov 4, 2026, BCDF returned +12.8% to DAPP's −37.0%; 4% of their weight is in the same names.
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Net assets: $22m on Jun 30, 2026 for Horizon Kinetics Blockchain Development ETF, and $220m on Nov 3, 2026 for VanEck Digital Transformation ETF.
18% of BCDF's weight is in S&P 500 companies and 82% is outside the index. Holdings as of Jun 30, 2026.
21% of DAPP's weight is in S&P 500 companies and 79% is outside the index. Holdings as of Nov 2, 2026.
Pair scorecard
DAPP costs 0.33 points a year less; their one-year returns differ by 49.8 points.
Points (pts) are percentage points.
| Measure | BCDF | DAPP |
|---|---|---|
| Return | ||
| Total return, 1 year | +12.8% | −37.0% |
| Drawdown | ||
| Below its all-time high | 51.8%, high on Nov 9, 2021 | |
| Against its benchmark | ||
| What it tracks | Blockchain and crypto equities | Blockchain and crypto equities |
| Its benchmark, total return, 1 year | +11.4% | +15.0% |
| Against its benchmark, 1 year | ahead by 1.4 pts | behind by 52.0 pts |
| Cost and size | ||
| Expense ratio | 0.85% | 0.52% |
| Net assets, BCDF as of Jun 30, 2026 and DAPP as of Nov 3, 2026 | $22m | $220m |
| Holdings | ||
| Holdings in common | 4% | |
What they share
By the books each fund has filed, BCDF and DAPP hold 4% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Nov 3, 2026.
half
4% in common
Only in one fund ↓
Window by window
| Total return | vs its benchmark | |||
|---|---|---|---|---|
| Window | BCDF | DAPP | BCDF | DAPP |
| 3 months | +4.5% | −19.6% | +6.7 pts vs ONEQ | −18.3 pts vs ACWI |
| 6 months | +2.8% | −34.9% | +2.6 pts vs ONEQ | −37.5 pts vs ACWI |
| 1 year | +12.8% | −37.0% | +1.4 pts vs ONEQ | −52.0 pts vs ACWI |
| 3 years | +64.6% | +141.6% | −30.6 pts vs ONEQ | +64.0 pts vs ACWI |
| Since launchNot the same days: BCDF Aug 2022 · DAPP Apr 2021 | +38.8% | −50.1% | −78.2 pts vs ONEQ | −127.2 pts vs ACWI |
Side by side
As of Nov 4, 2026. Source: ETFIQ.
4% of the two portfolios are the same securities at the same weight.
BCDF
By weight, 18% of BCDF's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 53% of the fund across 35 positions, as filed for Jun 30, 2026. Over the year to Nov 4, 2026 the fund returned +12.8% with distributions reinvested against +11.4% for its benchmark, the NASDAQ Composite Total Return Index, so a holder was ahead by 1.4 pts.
DAPP
By weight, 21% of DAPP's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 65% of the fund across 20 positions, as published by its issuer for Nov 3, 2026. Over the year to Nov 4, 2026 the fund returned −37.0% with distributions reinvested against +15.0% for its benchmark, the MSCI ACWI Index, so a holder was behind by 52.0 pts. It sits 51.8% below its all-time high of Nov 9, 2021.
Questions people ask
- Do BCDF and DAPP hold the same stocks?
- By their latest filings, 4% of their books are the same securities at the same weight. Overlap is the sum of the smaller weight of every security they share.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Every number is an ETFIQ calculation with distributions reinvested.
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ETFIQ, BCDF against DAPP, data as of Nov 4, 2026. https://etfiq.com/compare/themes/bcdf-vs-dapp
ETFIQ. (Nov 4, 2026). BCDF against DAPP. Retrieved from https://etfiq.com/compare/themes/bcdf-vs-dapp
[BCDF against DAPP (ETFIQ, Nov 4, 2026)](https://etfiq.com/compare/themes/bcdf-vs-dapp)
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