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
16.3%
% of SILJ's 43 holdings also in GOAU
26.9%
% of GOAU's 26 holdings also in SILJ
Overlap by Weight
Sector Drift (SILJ minus GOAU)
Overlapping Holdings
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| Company | Weight in SILJ |
Weight in GOAU |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 6.6% | 11.1% | 6.6% |
|
OSISKO GOLD ROYALTIES LTD | 3.9% | 4.6% | 3.9% |
|
FORTUNA SILVER MINES INC. | 3.9% | 3.5% | 3.5% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.0% | 4.3% | 3.0% |
|
FRANCO-NEVADA CORP | 2.9% | 9.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
SILJ Overweight Relative to GOAU
 |
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% |
SILJ Underweight Relative to GOAU
|
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% |
|
NEW GOLD INC | -3.2% |
|
IAMGOLD CORP | -3.2% |