Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
4
Number of overlapping holdings
10.3%
% of INFL's 41 holdings also in GOAU
15.4%
% of GOAU's 26 holdings also in INFL
Overlap by Weight
Sector Drift (INFL minus GOAU)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in INFL |
Weight in GOAU |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 5.9% | 10.3% | 5.9% |
|
FRANCO-NEVADA CORP | 4.1% | 9.5% | 4.1% |
|
OSISKO GOLD ROYALTIES LTD | 2.6% | 3.5% | 2.6% |
|
SANDSTORM GOLD LTD | 1.1% | 4.2% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
INFL Overweight Relative to GOAU
 |
TEXAS PACIFIC LAND CORPORATION | 6.3% |
|
PRAIRIESKY ROYALTY LTD | 6.0% |
|
VIPER ENERGY PARTNERS LP | 6.0% |
|
INTERCONTINENTALEXCHANGE INC | 4.5% |
|
MARSH & MCLENNAN COS | 3.8% |
 |
GLENCORE INTERNATIONAL PLC | 3.6% |
|
ARCHER-DANIELS-MIDLAND CO | 3.6% |
|
CACI INTERNATIONAL INC -CL A | 3.4% |
 |
DEUTSCHE BOERSE AG | 3.1% |
|
CAMECO CORP | 3.0% |
INFL Underweight Relative to GOAU
|
ROYAL GOLD INC | -9.6% |
|
FORTUNA SILVER MINES INC | -5.8% |
|
FRANCO-NEVADA CORP | -5.4% |
|
SILVER WHEATON CORP | -4.4% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | -4.2% |
|
CENTERRA GOLD INC | -4.1% |
|
SILVERCREST METALS, INC. | -3.9% |
|
NEW GOLD INC | -3.4% |
 |
HARMONY GOLD MNG-SPON ADR | -3.4% |
|
ELDORADO GOLD CORP | -3.2% |