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
15%
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 | 10.0% | 6.7% | 6.7% |
|
FRANCO-NEVADA CORP | 10.0% | 5.5% | 5.5% |
|
OSISKO GOLD ROYALTIES LTD | 4.0% | 3.7% | 3.7% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 4.0% | 0.8% | 0.8% |
GOAU Overweight Relative to INFL
 |
ROYAL GOLD INC | 9.8% |
|
FRANCO-NEVADA CORP | 4.5% |
|
KINROSS GOLD CORP | 4.0% |
|
FORTUNA SILVER MINES INC. | 3.9% |
 |
GOLD FIELDS LTD-SPONS ADR | 3.9% |
|
SILVER WHEATON CORP | 3.3% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.2% |
|
HARMONY GOLD MNG-SPON ADR | 3.0% |
|
TOREX GOLD RESOURCES INC. | 3.0% |
|
COEUR D'ALENE MINES CORP | 3.0% |
GOAU Underweight Relative to INFL
|
PRAIRIESKY ROYALTY LTD | -5.0% |
|
INTERCONTINENTALEXCHANGE INC | -4.3% |
|
VIPER ENERGY PARTNERS LP | -4.1% |
|
TEXAS PACIFIC LAND CORPORATION | -3.9% |
|
PERMIAN BASIN ROYALTY TRUST | -3.6% |
|
CAMECO CORP | -3.6% |
 |
SINGAPORE EXCHANGE LTD | -3.5% |
 |
DEUTSCHE BOERSE AG | -2.8% |
|
CHENIERE ENERGY INC | -2.7% |
|
CME GROUP INC | -2.5% |