Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
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 | 7.6% | 6.5% | 6.5% |
|
FRANCO-NEVADA CORP | 9.6% | 5.0% | 5.0% |
|
OSISKO GOLD ROYALTIES LTD | 9.7% | 4.4% | 4.4% |
|
METALLA ROYALTY & STREAMING LTD. | 2.6% | 0.2% | 0.2% |
GOAU Overweight Relative to INFL
|
OSISKO GOLD ROYALTIES LTD | 5.3% |
|
FRANCO-NEVADA CORP | 4.6% |
|
SILVERCORP METALS INC | 4.0% |
|
ORLA MINING LTD. | 3.9% |
 |
OCEANAGOLD CORP | 3.9% |
|
KINROSS GOLD CORP | 3.9% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.9% |
|
CHINA GOLD INTERNATIONAL RESOURCES C | 3.0% |
 |
ANGLOGOLD ASHANTI-SPON ADR | 3.0% |
|
B2GOLD CORP | 2.9% |
GOAU Underweight Relative to INFL
 |
VIPER ENERGY PARTNERS LP | -4.7% |
|
INTERCONTINENTALEXCHANGE INC | -4.5% |
|
TEXAS PACIFIC LAND CORPORATION | -4.5% |
|
PRAIRIESKY ROYALTY LTD | -4.4% |
|
CAMECO CORP | -3.6% |
 |
DEUTSCHE BOERSE AG | -3.3% |
|
CHENIERE ENERGY INC | -3.2% |
|
HAWAIIAN ELECTRIC INDS | -3.2% |
|
CME GROUP INC | -3.0% |
|
TMX GROUP INC | -2.7% |