Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
32.6%
% of SILJ's 43 holdings also in AGMI
56.0%
% of AGMI's 25 holdings also in SILJ
Overlap by Weight
Sector Drift (SILJ minus AGMI)
Overlapping Holdings
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| Company | Weight in SILJ |
Weight in AGMI |
Overlap | |
|---|---|---|---|---|
 |
FIRST MAJESTIC SILVER CORP | 9.4% | 7.4% | 7.4% |
|
SILVER WHEATON CORP | 6.6% | 9.8% | 6.6% |
|
ENDEAVOUR SILVER CORP | 5.7% | 5.8% | 5.7% |
|
MAG SILVER CORP | 4.4% | 4.7% | 4.4% |
 |
FRESNILLO PLC | 3.5% | 5.0% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
SILJ Overweight Relative to AGMI
 |
COEUR D'ALENE MINES CORP | 6.9% |
|
HECLA MINING CO | 6.6% |
 |
CIA DE MINAS BUENAVENTUR-ADR | 4.5% |
|
SEABRIDGE GOLD INC | 4.3% |
|
OSISKO GOLD ROYALTIES LTD | 3.9% |
|
FORTUNA SILVER MINES INC. | 3.9% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.0% |
|
FRANCO-NEVADA CORP | 2.9% |
|
ARTEMIS GOLD INC | 2.2% |
|
FIRST MAJESTIC SILVER CORP | 2.0% |
SILJ Underweight Relative to AGMI
|
INDUSTRIAS PENOLES SAB DE CV | -8.0% |
|
SOUTHERN COPPER CORP | -7.5% |
|
PAN AMERICAN SILVER CORP | -7.3% |
|
SILVERCREST METALS, INC. | -4.7% |
 |
JIANGXI COPPER COMPANY LTD-H | -3.8% |
|
SILVER WHEATON CORP | -3.2% |
 |
KGHM POLSKA MIEDZ S.A. | -3.2% |
|
TECK RESOURCES LTD-CLS B | -3.0% |
|
FRANCO-NEVADA CORP | -2.8% |
|
NEWMONT MINING CORP | -2.6% |