Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
GOAU
27
HOLDINGS
16%
ALSO IN INFL
INFL
40
HOLDINGS
10%
ALSO IN GOAU
SECTOR DRIFT (GOAU minus INFL)
OVERLAPPING HOLDINGS
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| Company | Weight in GOAU |
Weight in INFL |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 9.4% | 8.0% | 8.0% |
|
FRANCO-NEVADA CORP | 9.1% | 4.8% | 4.8% |
|
OSISKO GOLD ROYALTIES LTD | 9.1% | 4.1% | 4.1% |
|
METALLA ROYALTY & STREAMING LTD. | 3.5% | 0.2% | 0.2% |
GOAU Overweight Relative to INFL
|
OSISKO GOLD ROYALTIES LTD | 5.0% |
|
SILVERCORP METALS INC | 4.9% |
 |
OCEANAGOLD CORP | 4.3% |
|
FRANCO-NEVADA CORP | 4.3% |
|
KINROSS GOLD CORP | 4.0% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.8% |
|
ORLA MINING LTD. | 3.7% |
 |
SIBANYE GOLD- SPON ADR | 3.7% |
|
B2GOLD CORP | 3.5% |
|
HARMONY GOLD MNG-SPON ADR | 3.4% |
GOAU Underweight Relative to INFL
 |
VIPER ENERGY PARTNERS LP | -4.5% |
|
TEXAS PACIFIC LAND CORPORATION | -4.4% |
|
PRAIRIESKY ROYALTY LTD | -4.4% |
|
INTERCONTINENTALEXCHANGE INC | -4.1% |
|
CAMECO CORP | -4.0% |
 |
DEUTSCHE BOERSE AG | -3.1% |
 |
SINGAPORE EXCHANGE LTD | -3.1% |
|
HAWAIIAN ELECTRIC INDS | -3.1% |
|
CME GROUP INC | -3.0% |
|
CHENIERE ENERGY INC | -3.0% |