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
7.5%
% of INFL's 40 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% | 5.8% | 5.8% | |
FRANCO-NEVADA CORP | 2.9% | 3.2% | 2.9% | |
OSISKO GOLD ROYALTIES LTD | 3.9% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
SILJ Overweight Relative to INFL
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% | |
FORTUNA SILVER MINES INC. | 3.9% | |
FRESNILLO PLC | 3.5% | |
SILVERCORP METALS INC | 3.2% |
SILJ Underweight Relative to INFL
TEXAS PACIFIC LAND CORPORATION | -9.1% | |
VIPER ENERGY PARTNERS LP | -6.7% | |
PRAIRIESKY ROYALTY LTD | -5.5% | |
INTERCONTINENTALEXCHANGE INC | -4.3% | |
CACI INTERNATIONAL INC -CL A | -3.1% | |
CHENIERE ENERGY INC | -3.1% | |
DEUTSCHE BOERSE AG | -2.8% | |
MARSH & MCLENNAN COS | -2.8% | |
CAMECO CORP | -2.6% | |
ARCHER-DANIELS-MIDLAND CO | -2.4% |