Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
15%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
GOAU
27
HOLDINGS
15%
ALSO IN INFL
INFL
41
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 | 8.0% | 5.1% | 5.1% |
|
FRANCO-NEVADA CORP | 9.2% | 4.9% | 4.9% |
|
OSISKO GOLD ROYALTIES LTD | 9.3% | 3.8% | 3.8% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 1.8% | 0.8% | 0.8% |
GOAU Overweight Relative to INFL
|
OSISKO GOLD ROYALTIES LTD | 5.5% |
|
FRANCO-NEVADA CORP | 4.4% |
 |
HARMONY GOLD MNG-SPON ADR | 3.9% |
|
AYA GOLD & SILVER INC. | 3.7% |
|
FORTUNA SILVER MINES INC. | 3.7% |
|
ENDEAVOUR MINING CORPORATION | 3.6% |
|
ENDEAVOUR SILVER CORP | 3.4% |
 |
GENESIS MINERALS LIMITED | 3.3% |
|
CAPRICORN METALS LTD | 3.1% |
|
EVOLUTION MINING LTD | 3.0% |
GOAU Underweight Relative to INFL
|
PRAIRIESKY ROYALTY LTD | -4.8% |
 |
VIPER ENERGY PARTNERS LP | -4.7% |
|
CAMECO CORP | -4.3% |
|
TEXAS PACIFIC LAND CORPORATION | -4.1% |
|
INTERCONTINENTALEXCHANGE INC | -4.0% |
 |
SINGAPORE EXCHANGE LTD | -3.8% |
|
HAWAIIAN ELECTRIC INDS | -2.9% |
|
PERMIAN BASIN ROYALTY TRUST | -2.8% |
|
CHENIERE ENERGY INC | -2.7% |
 |
DEUTSCHE BOERSE AG | -2.6% |