# Portfolio overlap — DAPP vs CEPI

Comparing **VanEck Digital Transformation ETF** (2026-03-31) and **REX Crypto Equity Premium Income ETF** (2026-04-30).

- Shared positions: 12
- VanEck Digital Transformation ETF covered by REX Crypto Equity Premium Income ETF: 0.4178238336197929310453893891
- REX Crypto Equity Premium Income ETF covered by VanEck Digital Transformation ETF: 0.4178238336197929310453893892

## VanEck Digital Transformation ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.087711 |  |
| BLOCK INC CL A | 0.075679 | ✓ |
| COINBASE GLOBAL INC | 0.071462 | ✓ |
| CIRCLE INTERNET GROUP INC A | 0.060149 |  |
| BITMINE IMMERSION TECHNOLOGIES INC | 0.057281 |  |
| IREN LTD | 0.053924 | ✓ |
| APPLIED DIGITAL CORP | 0.046513 | ✓ |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.045289 |  |
| MARATHON DIGITAL HOLDINGS INC | 0.043633 | ✓ |
| TERAWULF INC | 0.043344 | ✓ |
| HUT 8 CORP | 0.041954 |  |
| CIPHER MINING INC | 0.041701 | ✓ |
| CORE SCIENTIFIC INC | 0.041352 | ✓ |
| STRATEGY INC CL A | 0.041252 | ✓ |
| GALAXY DIGITAL INC A | 0.039306 |  |
| RIOT PLATFORMS INC | 0.038154 | ✓ |
| METAPLANET INC | 0.037694 |  |
| CLEANSPARK INC | 0.035642 | ✓ |
| BULLISH | 0.033734 |  |
| Bitdeer Technologies Group, Class A | 0.028620 | ✓ |
| OSL GROUP LTD | 0.026853 |  |
| BIT DIGITAL INC | 0.008751 |  |

## REX Crypto Equity Premium Income ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ADV MICRO DEVICE | 0.063852 |  |
| MICRON TECHNOLOGY INC | 0.055312 |  |
| APPLIED DIGITAL CORP | 0.054613 | ✓ |
| STRATEGY INC CL A | 0.054037 | ✓ |
| MARATHON DIGITAL HOLDINGS INC | 0.053913 | ✓ |
| IREN LTD | 0.051262 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.045752 |  |
| NVIDIA CORP | 0.044059 |  |
| VISA INC-CLASS A | 0.042938 |  |
| COINBASE GLOBAL INC | 0.042895 | ✓ |
| TESLA INC | 0.041436 |  |
| ROBINHOOD MARKETS INC | 0.041420 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.040079 |  |
| MASTERCARD INC CL A | 0.039921 |  |
| CIPHER MINING INC | 0.038756 | ✓ |
| TERAWULF INC | 0.037946 | ✓ |
| PAYPAL HOLDINGS | 0.035842 |  |
| RIOT PLATFORMS INC | 0.034857 | ✓ |
| CLEANSPARK INC | 0.031846 | ✓ |
| FIRST AM-TR OB-X | 0.031265 |  |
| FISERV INC | 0.028941 |  |
| INTERACTIVE BROKERS GROUP INC | 0.027201 |  |
| BLOCK INC CL A | 0.023563 | ✓ |
| CORE SCIENTIFIC INC | 0.018451 | ✓ |
| RAMBUS INC | 0.012993 |  |
| Bitdeer Technologies Group, Class A | 0.006850 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-054856` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1137360/000141036826054856/0001410368-26-054856-index.htm>
- N-PORT (fund B) — accession `0001193125-26-288642` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1771146/000119312526288642/0001193125-26-288642-index.htm>

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