Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
16%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
GOAU
24
HOLDINGS
24%
ALSO IN INFL
INFL
41
HOLDINGS
13%
ALSO IN GOAU
SECTOR DRIFT (GOAU minus INFL)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in GOAU |
Weight in INFL |
Overlap | |
|---|---|---|---|---|
 |
FRANCO-NEVADA CORP | 10.2% | 5.6% | 5.6% |
|
SILVER WHEATON CORP | 6.6% | 4.9% | 4.9% |
|
OSISKO GOLD ROYALTIES LTD | 3.9% | 4.7% | 3.9% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.6% | 1.0% | 1.0% |
|
METALLA ROYALTY & STREAMING LTD. | 3.3% | 0.2% | 0.2% |
GOAU Overweight Relative to INFL
 |
ROYAL GOLD INC | 10.4% |
|
FRANCO-NEVADA CORP | 4.5% |
|
CENTERRA GOLD INC | 4.5% |
|
SANTACRUZ SILVER MINING LTD | 4.3% |
|
K92 MINING, INC. | 3.8% |
 |
OCEANAGOLD CORP | 3.4% |
|
KEEGAN RESOURCES INC | 3.2% |
|
FORTUNA SILVER MINES INC. | 3.2% |
|
METALLA ROYALTY & STREAMING LTD. | 3.1% |
 |
DRDGOLD LTD-SPONSORED ADR | 2.8% |
GOAU Underweight Relative to INFL
|
TEXAS PACIFIC LAND CORPORATION | -6.0% |
|
VIPER ENERGY PARTNERS LP | -4.5% |
|
PRAIRIESKY ROYALTY LTD | -4.5% |
|
CAMECO CORP | -4.3% |
|
INTERCONTINENTALEXCHANGE INC | -3.4% |
|
HAWAIIAN ELECTRIC INDS | -3.2% |
|
CME GROUP INC | -2.9% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -2.8% |
|
CHENIERE ENERGY INC | -2.6% |
 |
DEUTSCHE BOERSE AG | -2.3% |