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
7.7%
% of GOAU's 26 holdings also in AGMI
8.0%
% of AGMI's 25 holdings also in GOAU
Overlap by Weight
Sector Drift (GOAU minus AGMI)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in GOAU |
Weight in AGMI |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 11.1% | 9.8% | 9.8% |
 |
HOCHSCHILD MINING PLC | 2.5% | 0.7% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
GOAU Overweight Relative to AGMI
 |
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% |
GOAU Underweight Relative to AGMI
 |
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% |