Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
41.7%
% of AGMI's 24 holdings also in SIL
30.3%
% of SIL's 38 holdings also in AGMI
Overlap by Weight
Sector Drift (AGMI minus SIL)
Overlapping Holdings
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| Company | Weight in AGMI |
Weight in SIL |
Overlap | |
|---|---|---|---|---|
 |
INDUSTRIAS PENOLES SAB DE CV | 4.7% | 6.2% | 4.7% |
 |
COEUR D'ALENE MINES CORP | 4.4% | 5.8% | 4.4% |
|
FRESNILLO PLC | 3.8% | 3.7% | 3.7% |
|
HECLA MINING CO | 4.4% | 3.6% | 3.6% |
 |
FIRST MAJESTIC SILVER CORP | 4.2% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
AGMI Overweight Relative to SIL
|
NEWMONT MINING CORP | 11.6% |
|
SILVER WHEATON CORP | 11.1% |
|
FRANCO-NEVADA CORP | 10.9% |
|
TECK RESOURCES LTD-CLS B | 7.8% |
|
PAN AMERICAN SILVER CORP | 4.6% |
|
SOUTHERN COPPER CORP | 4.0% |
 |
KGHM POLSKA MIEDZ S.A. | 3.8% |
 |
ZIJIN MINING GROUP CO LTD-H | 3.6% |
|
SSR MINING INC | 3.3% |
|
JIANGXI COPPER COMPANY LTD-H | 2.6% |
AGMI Underweight Relative to SIL
|
WHEATON PRECIOUS METALS CORP | -26.1% |
|
PAN AMERICAN SILVER CORP | -14.1% |
 |
KOREA ZINC CO LTD | -6.0% |
|
OSISKO GOLD ROYALTIES LTD | -4.8% |
 |
CIA DE MINAS BUENAVENTUR-ADR | -4.5% |
|
SSR MINING INC | -3.3% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | -2.1% |
|
INDUSTRIAS PENOLES SAB DE CV | -1.5% |
|
ENDEAVOUR SILVER CORP | -1.4% |
|
COEUR D'ALENE MINES CORP | -1.4% |