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
18.6%
% of SILJ's 43 holdings also in GOAU
32.0%
% of GOAU's 25 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 | 7.1% | 9.5% | 7.1% |
|
OSISKO GOLD ROYALTIES LTD | 4.1% | 3.9% | 3.9% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.8% | 3.9% | 3.8% |
|
FRANCO-NEVADA CORP | 3.4% | 9.5% | 3.4% |
|
FORTUNA SILVER MINES INC. | 4.6% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
SILJ Overweight Relative to GOAU
|
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% |
SILJ Underweight Relative to GOAU
|
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% |