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
20%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
GOAU
24
HOLDINGS
25%
ALSO IN SGDM
SGDM
33
HOLDINGS
17%
ALSO IN GOAU
SECTOR DRIFT (GOAU minus SGDM)
OVERLAPPING HOLDINGS
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| Company | Weight in GOAU |
Weight in SGDM |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 8.2% | 7.3% | 7.3% |
 |
ROYAL GOLD INC | 10.5% | 4.3% | 4.3% |
 |
HARMONY GOLD MNG-SPON ADR | 2.8% | 3.3% | 2.8% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 3.8% | 2.8% | 2.8% |
|
CENTERRA GOLD INC | 4.0% | 2.6% | 2.6% |
GOAU Overweight Relative to SGDM
|
FRANCO-NEVADA CORP | 9.9% |
|
ROYAL GOLD INC | 6.3% |
|
SANTACRUZ SILVER MINING LTD | 4.2% |
|
OSISKO GOLD ROYALTIES LTD | 3.9% |
|
METALLA ROYALTY & STREAMING LTD. | 3.7% |
|
CALEDONIA MINING CORPORATION PLC | 3.2% |
 |
OCEANAGOLD CORP | 3.0% |
|
KEEGAN RESOURCES INC | 3.0% |
|
FORTUNA SILVER MINES INC. | 3.0% |
|
DRDGOLD LTD-SPONSORED ADR | 2.8% |
GOAU Underweight Relative to SGDM
|
AGNICO-EAGLE MINES LTD | -10.6% |
|
NEWMONT MINING CORP | -7.8% |
|
FRANCO-NEVADA CORP | -6.1% |
|
KINROSS GOLD CORP | -5.6% |
|
LUNDIN GOLD INC. | -3.9% |
|
NEW GOLD INC | -3.3% |
|
DPM METALS INC | -2.9% |
|
ORLA MINING LTD. | -2.8% |
|
K92 MINING, INC. | -2.7% |
|
B2GOLD CORP | -2.6% |