Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
32.0%
% of GOAU's 25 holdings also in SILJ
18.6%
% 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 | 9.5% | 7.1% | 7.1% |
|
OSISKO GOLD ROYALTIES LTD | 3.9% | 4.1% | 3.9% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.9% | 3.8% | 3.8% |
|
FRANCO-NEVADA CORP | 9.5% | 3.4% | 3.4% |
|
FORTUNA SILVER MINES INC. | 3.0% | 4.6% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
GOAU Overweight Relative to SILJ
 |
ROYAL GOLD INC | 8.0% |
|
FRANCO-NEVADA CORP | 6.1% |
|
TOREX GOLD RESOURCES INC. | 4.9% |
|
SANDSTORM GOLD LTD | 4.4% |
|
CENTERRA GOLD INC | 3.9% |
|
LUNDIN GOLD INC. | 3.6% |
|
ORLA MINING LTD. | 3.5% |
 |
OCEANAGOLD CORP | 3.4% |
|
ELDORADO GOLD CORP | 3.3% |
|
KINROSS GOLD CORP | 3.2% |
GOAU Underweight Relative to SILJ
|
FIRST MAJESTIC SILVER CORP | -10.0% |
|
HECLA MINING CO | -8.9% |
|
COEUR D'ALENE MINES CORP | -7.0% |
|
ENDEAVOUR SILVER CORP | -4.7% |
 |
INDUSTRIAS PENOLES SAB DE CV | -4.0% |
|
SEABRIDGE GOLD INC | -3.5% |
|
MAG SILVER CORP | -3.5% |
 |
KGHM POLSKA MIEDZ S.A. | -3.3% |
|
SSR MINING INC | -3.1% |
|
SILVERCORP METALS INC | -3.0% |