# Portfolio overlap — STCE vs DAPP

Comparing **Schwab Crypto Thematic ETF** (2026-03-31) and **VanEck Digital Transformation ETF** (2026-03-31).

- Shared positions: 17
- Schwab Crypto Thematic ETF covered by VanEck Digital Transformation ETF: 0.5204457255575887627714746208
- VanEck Digital Transformation ETF covered by Schwab Crypto Thematic ETF: 0.5204457255575887627714746208

## Schwab Crypto Thematic ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.074037 |  |
| Bitdeer Technologies Group, Class A | 0.071929 | ✓ |
| GALAXY DIGITAL INC A | 0.049162 | ✓ |
| HIVE DIGITAL TECHNOLOGIES LTD | 0.045792 |  |
| IREN LTD | 0.045253 | ✓ |
| TRUMP MEDIA & TE | 0.044041 |  |
| HUT 8 CORP | 0.043409 | ✓ |
| BULLISH | 0.043032 | ✓ |
| CORE SCIENTIFIC INC | 0.042690 | ✓ |
| CLEANSPARK INC | 0.039346 | ✓ |
| BITMINE IMMERSION TECHNOLOGIES INC | 0.038413 | ✓ |
| STRATEGY INC CL A | 0.034756 | ✓ |
| MARATHON DIGITAL HOLDINGS INC | 0.034350 | ✓ |
| COINBASE GLOBAL INC | 0.034250 | ✓ |
| BIT DIGITAL INC | 0.033077 | ✓ |
| RIOT PLATFORMS INC | 0.027021 | ✓ |
| BLOCK INC CL A | 0.025571 | ✓ |
| CIPHER MINING INC | 0.023815 | ✓ |
| CANAAN INC DEPOSITARY RECEIPT | 0.023290 |  |
| ROBINHOOD MARKETS INC | 0.023005 |  |
| INTERACTIVE BROKERS GROUP INC | 0.021748 |  |
| Twenty One Capital, Inc., Class A | 0.019976 |  |
| APPLIED DIGITAL CORP | 0.015651 | ✓ |
| IG GROUP HOLDING | 0.014404 |  |
| MONEX GROUP INC | 0.013092 |  |
| CUSTOMERS BANCORP INC | 0.012374 |  |
| WISDOMTREE INVESTMENTS INC | 0.012200 |  |
| OSL GROUP LTD | 0.012006 | ✓ |
| BGC GROUP INC-A | 0.011462 |  |
| Opera Ltd. (Norway) | 0.011429 |  |
| PAYPAL HOLDINGS | 0.010701 |  |
| GMO INTERNET GRO | 0.010500 |  |
| CBOE GLOBAL MARKETS INC | 0.010475 |  |
| CME GROUP INC CL A | 0.010320 |  |
| SBI HOLDINGS INC | 0.009380 |  |
| DEFI TECHNOLOGIES INC | 0.008020 |  |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.000023 |  |

## 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 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050053` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1454889/000141036826050053/0001410368-26-050053-index.htm>
- N-PORT (fund B) — accession `0001410368-26-054856` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1137360/000141036826054856/0001410368-26-054856-index.htm>

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