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
26.9%
% of GOAU's 26 holdings also in SILJ
16.3%
% of SILJ's 43 holdings also in GOAU
Overlap by Weight
Sector Drift (GOAU minus SILJ)
Overlapping Holdings
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| Company | Weight in GOAU |
Weight in SILJ |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 11.1% | 6.6% | 6.6% |
|
OSISKO GOLD ROYALTIES LTD | 4.6% | 3.9% | 3.9% |
|
FORTUNA SILVER MINES INC. | 3.5% | 3.9% | 3.5% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 4.3% | 3.0% | 3.0% |
|
FRANCO-NEVADA CORP | 9.9% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
GOAU Overweight Relative to SILJ
 |
ROYAL GOLD INC | 9.5% |
|
FRANCO-NEVADA CORP | 7.0% |
|
SILVER WHEATON CORP | 4.6% |
|
TOREX GOLD RESOURCES INC. | 4.5% |
|
SANDSTORM GOLD LTD | 4.0% |
|
DUNDEE PRECIOUS METALS INC | 3.9% |
 |
OCEANAGOLD CORP | 3.4% |
|
KINROSS GOLD CORP | 3.2% |
|
IAMGOLD CORP | 3.2% |
|
NEW GOLD INC | 3.2% |
GOAU Underweight Relative to SILJ
|
HECLA MINING CO | -9.6% |
|
FIRST MAJESTIC SILVER CORP | -9.4% |
|
COEUR D'ALENE MINES CORP | -9.0% |
|
ENDEAVOUR SILVER CORP | -5.7% |
 |
CIA DE MINAS BUENAVENTUR-ADR | -4.5% |
|
MAG SILVER CORP | -4.4% |
|
SEABRIDGE GOLD INC | -4.3% |
 |
FRESNILLO PLC | -3.5% |
|
SILVERCORP METALS INC | -3.2% |
|
AYA GOLD & SILVER INC. | -3.2% |