Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
GOAU
24
HOLDINGS
25%
ALSO IN INFL
INFL
41
HOLDINGS
13%
ALSO IN GOAU
SECTOR DRIFT (GOAU minus INFL)
OVERLAPPING HOLDINGS
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| Company | Weight in GOAU |
Weight in INFL |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 8.2% | 6.5% | 6.5% |
|
FRANCO-NEVADA CORP | 9.9% | 5.4% | 5.4% |
|
OSISKO GOLD ROYALTIES LTD | 3.9% | 4.5% | 3.9% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.8% | 1.0% | 1.0% |
|
METALLA ROYALTY & STREAMING LTD. | 3.7% | 0.2% | 0.2% |
GOAU Overweight Relative to INFL
 |
ROYAL GOLD INC | 10.5% |
|
FRANCO-NEVADA CORP | 4.4% |
|
SANTACRUZ SILVER MINING LTD | 4.2% |
|
CENTERRA GOLD INC | 4.0% |
|
METALLA ROYALTY & STREAMING LTD. | 3.4% |
|
CALEDONIA MINING CORPORATION PLC | 3.2% |
 |
OCEANAGOLD CORP | 3.0% |
|
KEEGAN RESOURCES INC | 3.0% |
|
FORTUNA SILVER MINES INC. | 3.0% |
 |
HARMONY GOLD MNG-SPON ADR | 2.8% |
GOAU Underweight Relative to INFL
|
CAMECO CORP | -4.7% |
|
PRAIRIESKY ROYALTY LTD | -4.4% |
|
TEXAS PACIFIC LAND CORPORATION | -4.2% |
|
VIPER ENERGY PARTNERS LP | -4.2% |
|
INTERCONTINENTALEXCHANGE INC | -4.1% |
|
HAWAIIAN ELECTRIC INDS | -3.6% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -3.2% |
|
CME GROUP INC | -2.8% |
 |
SINGAPORE EXCHANGE LTD | -2.7% |
|
CHENIERE ENERGY INC | -2.5% |