Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SPGP.L
119
HOLDINGS
15%
ALSO IN WELV.DE
WELV.DE
77
HOLDINGS
12%
ALSO IN SPGP.L
SECTOR DRIFT (SPGP.L minus WELV.DE)
OVERLAPPING HOLDINGS
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| Company | Weight in SPGP.L |
Weight in WELV.DE |
Overlap | |
|---|---|---|---|---|
 |
NEWMONT MINING CORP | 10.2% | 5.1% | 5.1% |
 |
AGNICO-EAGLE MINES LTD | 10.2% | 4.1% | 4.1% |
|
BARRICK MINING CORP | 8.9% | 3.4% | 3.4% |
|
SILVER WHEATON CORP | 6.7% | 2.6% | 2.6% |
|
KINROSS GOLD CORP | 4.6% | 1.6% | 1.6% |
SPGP.L Overweight Relative to WELV.DE
|
AGNICO-EAGLE MINES LTD | 6.1% |
|
BARRICK MINING CORP | 5.5% |
|
FRANCO-NEVADA CORP | 5.2% |
|
NEWMONT MINING CORP | 5.1% |
 |
GOLD FIELDS LTD-SPONS ADR | 4.9% |
|
SILVER WHEATON CORP | 4.1% |
 |
ZIJIN MINING GROUP CO LTD-H | 3.4% |
|
KINROSS GOLD CORP | 2.9% |
|
ROYAL GOLD INC | 2.4% |
 |
NORTHERN STAR RESOURCES LTD | 2.2% |
SPGP.L Underweight Relative to WELV.DE
 |
LINDE PLC | -7.9% |
|
BHP BILLITON LTD | -7.4% |
|
FREEPORT-MCMORAN COPPER | -4.2% |
 |
AIR LIQUIDE SA | -4.1% |
|
RIO TINTO PLC | -3.9% |
|
SHERWIN-WILLIAMS CO/THE | -3.7% |
|
ECOLAB INC | -3.4% |
 |
CRH PLC | -3.4% |
 |
SHIN-ETSU CHEMICAL CO LTD | -3.1% |
|
AIR PRODUCTS & CHEMICALS INC | -2.6% |