Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
18.5%
% of GOAU's 28 holdings also in SIL
15.6%
% of SIL's 32 holdings also in GOAU
Overlap by Weight
Sector Drift (GOAU minus SIL)
Overlapping Holdings
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| Company | Weight in GOAU |
Weight in SIL |
Overlap | |
|---|---|---|---|---|
 |
FORTUNA SILVER MINES INC | 5.2% | 3.4% | 3.4% |
|
SILVERCREST METALS, INC. | 3.7% | 2.9% | 2.9% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 4.0% | 2.5% | 2.5% |
|
SILVERCORP METALS INC | 3.4% | 1.5% | 1.5% |
 |
HOCHSCHILD MINING PLC | 2.4% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
GOAU Overweight Relative to SIL
|
SILVER WHEATON CORP | 10.4% |
 |
ROYAL GOLD INC | 9.4% |
|
FRANCO-NEVADA CORP | 9.1% |
|
SANDSTORM GOLD LTD | 4.1% |
|
CENTERRA GOLD INC | 3.9% |
|
OSISKO GOLD ROYALTIES LTD | 3.5% |
 |
HARMONY GOLD MNG-SPON ADR | 3.4% |
|
SIBANYE GOLD- SPON ADR | 3.3% |
|
ELDORADO GOLD CORP | 3.2% |
|
NEW GOLD INC | 3.1% |
GOAU Underweight Relative to SIL
|
WHEATON PRECIOUS METALS CORP | -22.3% |
|
PAN AMERICAN SILVER CORP | -14.8% |
|
CIA DE MINAS BUENAVENTUR-ADR | -7.3% |
 |
KOREA ZINC CO LTD | -5.7% |
 |
INDUSTRIAS PENOLES SAB DE CV | -5.7% |
|
HECLA MINING CO | -4.7% |
|
FIRST MAJESTIC SILVER CORP | -4.6% |
|
COEUR D'ALENE MINES CORP | -4.0% |
|
FRESNILLO PLC | -3.4% |
|
MAG SILVER CORP | -3.0% |