Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
26.9%
% of GOAU's 26 holdings also in SILJ
16.3%
% of SILJ's 43 holdings also in GOAU
Overlap by Weight
Sector Drift (GOAU minus SILJ)
Overlapping Holdings
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| Company | Weight in GOAU |
Weight in SILJ |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 10.3% | 4.3% | 4.3% |
|
SILVERCREST METALS, INC. | 3.9% | 4.3% | 3.9% |
 |
HARMONY GOLD MNG-SPON ADR | 3.4% | 7.7% | 3.4% |
|
FORTUNA SILVER MINES INC | 5.8% | 2.9% | 2.9% |
 |
HOCHSCHILD MINING PLC | 2.5% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
GOAU Overweight Relative to SILJ
 |
ROYAL GOLD INC | 9.6% |
|
FRANCO-NEVADA CORP | 9.5% |
|
SILVER WHEATON CORP | 6.0% |
|
SANDSTORM GOLD LTD | 4.2% |
|
CENTERRA GOLD INC | 4.1% |
|
OSISKO GOLD ROYALTIES LTD | 3.5% |
|
NEW GOLD INC | 3.4% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.3% |
|
SIBANYE GOLD- SPON ADR | 3.2% |
|
TOREX GOLD RESOURCES INC. | 3.0% |
GOAU Underweight Relative to SILJ
|
PAN AMERICAN SILVER CORP | -8.2% |
|
CIA DE MINAS BUENAVENTUR-ADR | -8.1% |
|
COEUR D'ALENE MINES CORP | -6.8% |
|
HECLA MINING CO | -5.5% |
|
AYA GOLD & SILVER INC. | -4.4% |
|
HARMONY GOLD MNG-SPON ADR | -4.4% |
|
FIRST MAJESTIC SILVER CORP | -4.3% |
|
ARTEMIS GOLD INC | -4.0% |
|
MAG SILVER CORP | -3.4% |
|
ENDEAVOUR SILVER CORP | -3.0% |