Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SGDM
36
HOLDINGS
58%
ALSO IN AUAU
AUAU
102
HOLDINGS
20%
ALSO IN SGDM
SECTOR DRIFT (SGDM minus AUAU)
OVERLAPPING HOLDINGS
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| Company | Weight in SGDM |
Weight in AUAU |
Overlap | |
|---|---|---|---|---|
 |
NEWMONT MINING CORP | 7.1% | 12.1% | 7.1% |
|
COEUR D'ALENE MINES CORP | 3.5% | 2.0% | 2.0% |
 |
HARMONY GOLD MNG-SPON ADR | 3.2% | 1.1% | 1.1% |
 |
DPM METALS INC | 3.4% | 1.0% | 1.0% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 2.9% | 0.7% | 0.7% |
SGDM Overweight Relative to AUAU
|
AGNICO-EAGLE MINES LTD | 8.8% |
|
SILVER WHEATON CORP | 6.9% |
|
FRANCO-NEVADA CORP | 6.1% |
|
KINROSS GOLD CORP | 4.7% |
|
ALAMOS GOLD INC. | 3.0% |
|
IAMGOLD CORP | 2.9% |
|
LUNDIN GOLD INC. | 2.8% |
|
SSR MINING INC | 2.8% |
|
DPM METALS INC | 2.4% |
|
CENTERRA GOLD INC | 2.3% |
SGDM Underweight Relative to AUAU
|
AGNICO-EAGLE MINES LTD | -8.9% |
|
BARRICK MINING CORP | -7.5% |
|
WHEATON PRECIOUS METALS CORP | -6.2% |
|
FRANCO-NEVADA CORP | -5.0% |
|
NEWMONT MINING CORP | -5.0% |
|
ANGLOGOLD ASHANTI-SPON ADR | -4.9% |
|
KINROSS GOLD CORP | -3.6% |
 |
ZIJIN MINING GROUP CO LTD-H | -3.2% |
|
GOLD FIELDS LTD-SPONS ADR | -3.0% |
 |
NORTHERN STAR RESOURCES LTD | -2.4% |