Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
GOAU
27
HOLDINGS
32%
ALSO IN GDX
GDX
54
HOLDINGS
18%
ALSO IN GOAU
SECTOR DRIFT (GOAU minus GDX)
OVERLAPPING HOLDINGS
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| Company | Weight in GOAU |
Weight in GDX |
Overlap | |
|---|---|---|---|---|
 |
FRANCO-NEVADA CORP | 9.0% | 4.5% | 4.5% |
|
KINROSS GOLD CORP | 3.9% | 4.8% | 3.9% |
 |
GOLD FIELDS LTD-SPONS ADR | 3.1% | 5.1% | 3.1% |
 |
EVOLUTION MINING LTD | 2.2% | 2.0% | 2.0% |
|
HARMONY GOLD MNG-SPON ADR | 3.5% | 2.0% | 2.0% |
GOAU Overweight Relative to GDX
|
SILVER WHEATON CORP | 8.7% |
|
OSISKO GOLD ROYALTIES LTD | 8.1% |
|
SILVERCORP METALS INC | 4.9% |
|
FRANCO-NEVADA CORP | 4.5% |
|
ORLA MINING LTD. | 3.8% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.8% |
|
SIBANYE GOLD- SPON ADR | 3.5% |
|
DRDGOLD LTD-SPONSORED ADR | 3.4% |
|
B2GOLD CORP | 3.4% |
|
METALLA ROYALTY & STREAMING LTD. | 3.2% |
GOAU Underweight Relative to GDX
|
AGNICO-EAGLE MINES LTD | -8.0% |
 |
NEWMONT MINING CORP | -7.0% |
|
NORTHERN STAR RESOURCES LTD | -4.7% |
|
WHEATON PRECIOUS METALS CORP | -4.3% |
|
PAN AMERICAN SILVER CORP | -3.7% |
|
ALAMOS GOLD INC. | -3.4% |
|
BARRICK GOLD CORPORATION | -3.1% |
|
COEUR D'ALENE MINES CORP | -2.7% |
 |
INDUSTRIAS PENOLES SAB DE CV | -2.1% |
|
GOLD FIELDS LTD-SPONS ADR | -2.0% |