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
23
HOLDINGS
20%
ALSO IN INFL
INFL
39
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 | 8.6% | 7.6% | 7.6% |
|
FRANCO-NEVADA CORP | 9.9% | 5.3% | 5.3% |
|
OSISKO GOLD ROYALTIES LTD | 3.9% | 4.3% | 3.9% |
|
METALLA ROYALTY & STREAMING LTD. | 3.9% | 0.2% | 0.2% |
GOAU Overweight Relative to INFL
 |
ROYAL GOLD INC | 9.8% |
|
FRANCO-NEVADA CORP | 4.6% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.9% |
|
CENTERRA GOLD INC | 3.9% |
|
SANTACRUZ SILVER MINING LTD | 3.8% |
|
METALLA ROYALTY & STREAMING LTD. | 3.7% |
|
CHINA GOLD INTERNATIONAL RESOURCES C | 3.1% |
|
KEEGAN RESOURCES INC | 3.0% |
|
FORTUNA SILVER MINES INC. | 3.0% |
|
CALEDONIA MINING CORPORATION PLC | 2.9% |
GOAU Underweight Relative to INFL
|
VIPER ENERGY PARTNERS LP | -4.8% |
|
PRAIRIESKY ROYALTY LTD | -4.8% |
|
INTERCONTINENTALEXCHANGE INC | -4.1% |
|
CAMECO CORP | -4.1% |
|
TEXAS PACIFIC LAND CORPORATION | -3.9% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -3.0% |
|
CME GROUP INC | -3.0% |
|
HAWAIIAN ELECTRIC INDS | -3.0% |
 |
SINGAPORE EXCHANGE LTD | -2.8% |
 |
DEUTSCHE BOERSE AG | -2.6% |