Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Fund Details
Global X Blockchain ETF(BKCH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BKCH
09/16/2026: BKCH (1-star) is currently NOT-A-BUY. Pass it for now.
Global X Blockchain ETF (BKCH) provides passive, index-based exposure to companies involved in the blockchain ecosystem, including mining and infrastructure. Its primary strength lies in its transparent, thematic approach and the issuer's strong reputation, offering investors a convenient way to gain exposure to the crypto-industry without directly holding volatile digital assets. It is best used as a high-risk growth satellite in a diversified portfolio. Key risks include intense volatility, regulatory uncertainty, and the speculative nature of its underlying holdings. This ETF is most suitable for growth-oriented investors who monitor the broader adoption and regulation of blockchain technologies.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund provides high-beta exposure to a rapidly evolving technology sector with significant long-term growth potential. |
| Momentum investor | Strong fit while signal remains positive | BKCH often exhibits strong price trends that align well with momentum strategies during cryptocurrency bull markets. |
| Value investor | Weak fit | The holdings within the blockchain sector are often speculative and priced for growth, offering little in terms of traditional value metrics. |
| Dividend/Income investor | Weak fit | The underlying companies are largely focused on reinvesting capital into infrastructure, resulting in minimal or no dividend yield. |
| Low-risk investor | Weak fit | The high volatility and regulatory uncertainty of the blockchain sector make this unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is an aggressive, long-term growth seeker who is comfortable with high volatility and understands the risks associated with the nascent blockchain industry.
Suitability
BKCH is best suited for long-term investors looking for a thematic 'satellite' position in a portfolio, rather than for active day traders or passive index followers seeking broad market stability.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The fund experiences extreme price fluctuations driven by the inherent instability of the crypto asset market. |
| Market risk | High | The entire sector is subject to systemic risk arising from regulatory shifts and changes in global monetary policy. |
| Concentration | Medium / high | The portfolio is concentrated in a niche industry, lacking the diversification of a broad market index. |
| Tracking/expense | Medium | While the expense ratio is reasonable, tracking errors can emerge during periods of extreme liquidity stress in underlying stocks. |
| Liquidity | Medium | Some smaller, specialized blockchain companies may face liquidity constraints, affecting the fund's ability to rebalance efficiently. |
| Business/sector quality | Medium / high | The longevity and business models of many blockchain-focused firms are still being validated in a maturing market. |
Risk Analysis
Volatility
BKCH exhibits historical volatility significantly higher than the broader S&P 500 index due to its concentrated exposure to the speculative blockchain sector.
Market Risk
The fund faces systemic market risk as its performance is inextricably linked to crypto-market cycles, regulatory changes, and broader technology stock sentiment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Digital Asset Mining | 45 | This segment captures companies directly involved in the energy-intensive process of verifying blockchain transactions. |
| Industry | Blockchain Technology & Hardware | 35 | These firms provide the essential computing infrastructure and software frameworks required for blockchain operations. |
| Industry | Digital Asset Exchanges & Financial Services | 15 | These companies facilitate the trading and integration of digital assets into the broader financial system. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This represents residual liquidity used for fund operations and rebalancing. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 208.63% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/16/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 16, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $294.26M |
| Issuer | Global X Funds |
| Expense Ratio | 0.5% |
| Distribution Yield | 1.75% |
| Inception | Jul 12, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | +13.79% |
| 1 Year | +3.70% |
| 3 Year | +48.31% |
| 5 Year | -4.87% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 75.44% |
| 3Y Volatility | 74.87% |
| 3Y Sharpe Ratio | 0.75 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 47.54% |
| Mid Cap | 25.59% |
| Micro Cap | 12.89% |
| Large Cap | 10.70% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 81.77% |
| Technology | 18.23% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.82x |
| Portfolio P/B | 1.29x |
| Portfolio P/S | 1.76x |
| Holdings Turnover | 39.77% |
Top Holdings
| Holding | Weight |
|---|---|
| Coinbase Global | 13.57% |
| Circle Internet Group | 12.45% |
| IREN | 10.27% |
| BitMine Immersion Technologies | 10.02% |
| Hut 8. Common Stock | 4.78% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.