Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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3
Number of overlapping holdings
7.0%
% of SILJ's 43 holdings also in INFL
7.0%
% of INFL's 43 holdings also in SILJ
Overlap by Weight
Sector Drift (SILJ minus INFL)
Overlapping Holdings
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| Company | Weight in SILJ |
Weight in INFL |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 6.6% | 7.0% | 6.6% |
|
FRANCO-NEVADA CORP | 3.2% | 4.2% | 3.2% |
|
OSISKO GOLD ROYALTIES LTD | 3.8% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
SILJ Overweight Relative to INFL
|
FIRST MAJESTIC SILVER CORP | 10.6% |
 |
HECLA MINING CO | 8.9% |
|
COEUR D'ALENE MINES CORP | 7.3% |
|
ENDEAVOUR SILVER CORP | 5.5% |
|
FORTUNA SILVER MINES INC. | 4.6% |
 |
KGHM POLSKA MIEDZ S.A. | 3.8% |
|
MAG SILVER CORP | 3.6% |
 |
CIA DE MINAS BUENAVENTUR-ADR | 3.5% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.5% |
 |
INDUSTRIAS PENOLES SAB DE CV | 3.5% |
SILJ Underweight Relative to INFL
|
TEXAS PACIFIC LAND CORPORATION | -6.7% |
|
VIPER ENERGY PARTNERS LP | -5.8% |
|
INTERCONTINENTALEXCHANGE INC | -4.9% |
|
PRAIRIESKY ROYALTY LTD | -4.8% |
 |
DEUTSCHE BOERSE AG | -3.7% |
|
CHENIERE ENERGY INC | -3.3% |
|
MARSH & MCLENNAN COS | -3.1% |
|
TMX GROUP INC | -2.8% |
 |
SINGAPORE EXCHANGE LTD | -2.5% |
|
HAWAIIAN ELECTRIC INDS | -2.4% |