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
16.3%
% of SILJ's 43 holdings also in GOAU
26.9%
% of GOAU's 26 holdings also in SILJ
Overlap by Weight
Sector Drift (SILJ minus GOAU)
Overlapping Holdings
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| Company | Weight in SILJ |
Weight in GOAU |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 4.3% | 10.3% | 4.3% |
|
SILVERCREST METALS, INC. | 4.3% | 3.9% | 3.9% |
 |
HARMONY GOLD MNG-SPON ADR | 7.7% | 3.4% | 3.4% |
|
FORTUNA SILVER MINES INC | 2.9% | 5.8% | 2.9% |
 |
HOCHSCHILD MINING PLC | 1.6% | 2.5% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
SILJ Overweight Relative to GOAU
|
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% |
SILJ Underweight Relative to GOAU
|
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% |