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Upturn AI Summary
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
09/28/2026: BKCH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
BKCH provides exposure to the blockchain ecosystem by tracking a basket of companies involved in mining, hardware, and digital asset services. Its strengths include a specialized thematic focus and reliable issuer management, though it carries substantial risk due to concentration and market-wide volatility. The fund is designed for investors seeking high-risk, high-growth exposure to emerging decentralized technologies. Key risks include regulatory headwinds and price sensitivity to crypto-assets, making it suitable primarily for aggressive portfolios that can tolerate significant short-term fluctuations.
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 ETF offers high-growth potential linked to the rapid adoption of decentralized technologies. |
| Momentum investor | Strong fit while signal remains positive | The asset class exhibits strong momentum characteristics that align with aggressive trading strategies during bull cycles. |
| Value investor | Weak fit | The underlying holdings are often speculative and rarely prioritized by traditional valuation metrics. |
| Dividend/Income investor | Weak fit | This fund does not provide meaningful dividend income and is focused entirely on capital appreciation. |
| Low-risk investor | Weak fit | Extreme volatility in the blockchain sector makes this unsuitable for conservative or low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors with high risk tolerance who are looking for targeted exposure to the blockchain sector.
Suitability
Best suited for sophisticated investors who monitor the crypto market and are capable of managing high-volatility holdings within a larger portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The fund's underlying assets are subject to extreme price swings typical of the crypto market. |
| Market risk | High | Broader market downturns often lead to disproportionate losses in speculative technology themes. |
| Concentration | High | The fund is concentrated in a niche industry with correlated assets. |
| Tracking/expense | Low | The fund efficiently tracks its benchmark index with minimal tracking error. |
| Liquidity | Medium | Liquidity can tighten during periods of extreme market stress in the digital asset sector. |
| Business/sector quality | Medium / high | The regulatory and technological landscape for blockchain businesses remains uncertain. |
Risk Analysis
Volatility
BKCH exhibits significant volatility, often exceeding the S&P 500, due to its concentration in crypto-related equities.
Market Risk
The fund is subject to specific risks including regulatory shifts, technological disruption, and high correlation to digital asset prices.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Digital Asset Mining | 45 | This segment provides direct exposure to the infrastructure underlying proof-of-work cryptocurrencies. |
| Industry | Blockchain Technology & Hardware | 35 | These firms design and produce the specialized hardware and software components required for blockchain networks. |
| Industry | Digital Asset Financial Services | 18 | These companies facilitate the exchange, custody, and transaction processing of digital assets. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Minor cash holdings are maintained for operational liquidity and daily fund management requirements. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 176.59% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $315.88M |
| Issuer | Global X Funds |
| Expense Ratio | 0.5% |
| Distribution Yield | 1.75% |
| Inception | Jul 12, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | +22.10% |
| 1 Year | -3.79% |
| 3 Year | +56.63% |
| 5 Year | -2.89% |
| 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 | 47.83% |
| Mid Cap | 24.73% |
| Micro Cap | 13.42% |
| Large Cap | 10.46% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 81.50% |
| Technology | 18.50% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.97x |
| Portfolio P/B | 1.26x |
| Portfolio P/S | 1.84x |
| Holdings Turnover | 39.77% |
Top Holdings
| Holding | Weight |
|---|---|
| Coinbase Global | 13.31% |
| Circle Internet Group | 11.19% |
| IREN | 10.34% |
| BitMine Immersion Technologies | 10.27% |
| Hut 8. Common Stock | 5.03% |
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.
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