Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
32.6%
% of SILJ's 43 holdings also in AGMI
58.3%
% of AGMI's 24 holdings also in SILJ
Overlap by Weight
Sector Drift (SILJ minus AGMI)
Overlapping Holdings
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| Company | Weight in SILJ |
Weight in AGMI |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 7.1% | 11.1% | 7.1% |
 |
COEUR D'ALENE MINES CORP | 7.0% | 4.4% | 4.4% |
|
HECLA MINING CO | 8.9% | 4.4% | 4.4% |
|
FIRST MAJESTIC SILVER CORP | 10.0% | 4.2% | 4.2% |
 |
INDUSTRIAS PENOLES SAB DE CV | 4.0% | 4.7% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
SILJ Overweight Relative to AGMI
|
FIRST MAJESTIC SILVER CORP | 5.8% |
|
FORTUNA SILVER MINES INC. | 4.6% |
|
HECLA MINING CO | 4.6% |
|
OSISKO GOLD ROYALTIES LTD | 4.1% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.8% |
|
SEABRIDGE GOLD INC | 3.5% |
|
FRANCO-NEVADA CORP | 3.4% |
|
ENDEAVOUR SILVER CORP | 3.3% |
 |
CIA DE MINAS BUENAVENTUR-ADR | 3.2% |
|
ARTEMIS GOLD INC | 2.7% |
SILJ Underweight Relative to AGMI
|
NEWMONT MINING CORP | -11.6% |
|
FRANCO-NEVADA CORP | -10.9% |
|
TECK RESOURCES LTD-CLS B | -7.8% |
|
SOUTHERN COPPER CORP | -4.0% |
|
SILVER WHEATON CORP | -3.9% |
 |
ZIJIN MINING GROUP CO LTD-H | -3.6% |
|
FRESNILLO PLC | -3.1% |
|
FORTUNA SILVER MINES INC | -3.0% |
|
JIANGXI COPPER COMPANY LTD-H | -2.6% |
|
PAN AMERICAN SILVER CORP | -1.9% |