Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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2
Number of overlapping holdings
8.0%
% of AGMI's 25 holdings also in GOAU
7.7%
% of GOAU's 26 holdings also in AGMI
Overlap by Weight
Sector Drift (AGMI minus GOAU)
Overlapping Holdings
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| Company | Weight in AGMI |
Weight in GOAU |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 9.8% | 11.1% | 9.8% |
 |
HOCHSCHILD MINING PLC | 0.7% | 2.5% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
AGMI Overweight Relative to GOAU
 |
INDUSTRIAS PENOLES SAB DE CV | 11.1% |
|
PAN AMERICAN SILVER CORP | 10.1% |
 |
SOUTHERN COPPER CORP | 7.5% |
|
FIRST MAJESTIC SILVER CORP | 7.4% |
|
ENDEAVOUR SILVER CORP | 5.8% |
|
FRESNILLO PLC | 5.0% |
|
MAG SILVER CORP | 4.7% |
|
SILVERCREST METALS, INC. | 4.7% |
|
SILVERCORP METALS INC | 4.5% |
 |
KGHM POLSKA MIEDZ S.A. | 3.9% |
AGMI Underweight Relative to GOAU
|
ROYAL GOLD INC | -10.9% |
|
FRANCO-NEVADA CORP | -9.9% |
|
OSISKO GOLD ROYALTIES LTD | -4.6% |
|
TOREX GOLD RESOURCES INC. | -4.5% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | -4.3% |
|
SANDSTORM GOLD LTD | -4.0% |
|
DUNDEE PRECIOUS METALS INC | -3.9% |
|
FORTUNA SILVER MINES INC. | -3.5% |
 |
OCEANAGOLD CORP | -3.4% |
|
KINROSS GOLD CORP | -3.2% |