Crypto-facing ETFs remain in the Interactive Investors Top 10, but they did slip one place through September, probably a function of the increased volatility in Ether, etc. However, interestingly, the companies that operate in and around the space fared better and didn’t experience excessive volatility.
The DAPP ETF tracks the MVIS Digital Assets Equity Index, investing in Digital Transformation companies. Its performance has been strong through 2025, gaining +54.1% compared to the Index, which is up +52.4%. The ETF is US-focused, with over 80% of the holdings there, followed by Australia, 6.7%. The ETF currently holds a relatively small 23 positions with BitMine, Coinbase and IREN, the top three holdings. We believe this is a good ETF offering exposure to a mix of stocks for 0.51% pa.
- We can see the DAPP trading higher into 2026.
