Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
GOAU
28
HOLDINGS
29%
ALSO IN AGMI
AGMI
37
HOLDINGS
22%
ALSO IN GOAU
SECTOR DRIFT (GOAU minus AGMI)
OVERLAPPING HOLDINGS
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| Company | Weight in GOAU |
Weight in AGMI |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 9.7% | 7.3% | 7.3% |
|
AYA GOLD & SILVER INC. | 4.5% | 5.1% | 4.5% |
|
ENDEAVOUR SILVER CORP | 3.7% | 4.3% | 3.7% |
 |
NEWMONT MINING CORP | 2.9% | 10.1% | 2.9% |
|
PAN AMERICAN SILVER CORP | 2.4% | 3.5% | 2.4% |
GOAU Overweight Relative to AGMI
|
FRANCO-NEVADA CORP | 9.4% |
|
OSISKO GOLD ROYALTIES LTD | 8.3% |
|
FORTUNA SILVER MINES INC. | 4.1% |
 |
HARMONY GOLD MNG-SPON ADR | 3.9% |
 |
GENESIS MINERALS LIMITED | 3.9% |
|
ENDEAVOUR MINING CORPORATION | 3.6% |
|
CAPRICORN METALS LTD | 3.3% |
|
WESTGOLD RESOURCES LTD | 3.2% |
|
EVOLUTION MINING LTD | 3.1% |
|
WEST AFRICAN RESOURCES LTD | 3.1% |
GOAU Underweight Relative to AGMI
 |
INDUSTRIAS PENOLES SAB DE CV | -8.9% |
|
FRESNILLO PLC | -8.6% |
|
DISCOVERY METALS CORP | -7.6% |
|
NEWMONT MINING CORP | -7.3% |
|
FIRST MAJESTIC SILVER CORP | -4.3% |
 |
ZIJIN MINING GROUP CO LTD-H | -3.6% |
|
SILVERCORP METALS INC | -3.6% |
|
COEUR D'ALENE MINES CORP | -3.2% |
|
SOUTHERN COPPER CORP | -3.2% |
|
HECLA MINING CO | -2.5% |