Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
GOAU
26
HOLDINGS
13%
ALSO IN INFL
INFL
43
HOLDINGS
7%
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% | 7.5% | 7.5% |
|
FRANCO-NEVADA CORP | 10.2% | 4.2% | 4.2% |
|
OSISKO GOLD ROYALTIES LTD | 4.5% | 3.6% | 3.6% |
GOAU Overweight Relative to INFL
 |
ROYAL GOLD INC | 9.6% |
|
FRANCO-NEVADA CORP | 6.0% |
|
DUNDEE PRECIOUS METALS INC | 4.7% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 4.2% |
|
SILVERCORP METALS INC | 3.8% |
 |
SIBANYE GOLD- SPON ADR | 3.7% |
|
CENTERRA GOLD INC | 3.2% |
|
FORTUNA SILVER MINES INC. | 3.2% |
|
HARMONY GOLD MNG-SPON ADR | 3.2% |
 |
OCEANAGOLD CORP | 3.1% |
GOAU Underweight Relative to INFL
|
TEXAS PACIFIC LAND CORPORATION | -5.2% |
|
VIPER ENERGY PARTNERS LP | -4.9% |
|
INTERCONTINENTALEXCHANGE INC | -4.9% |
|
PRAIRIESKY ROYALTY LTD | -4.3% |
 |
DEUTSCHE BOERSE AG | -3.9% |
|
CAMECO CORP | -3.4% |
|
CHENIERE ENERGY INC | -3.3% |
|
TMX GROUP INC | -2.9% |
|
HAWAIIAN ELECTRIC INDS | -2.8% |
|
MARSH & MCLENNAN COS | -2.6% |