Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
INFL
41
HOLDINGS
13%
ALSO IN GOAU
GOAU
24
HOLDINGS
24%
ALSO IN INFL
SECTOR DRIFT (INFL minus GOAU)
OVERLAPPING HOLDINGS
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| Company | Weight in INFL |
Weight in GOAU |
Overlap | |
|---|---|---|---|---|
 |
FRANCO-NEVADA CORP | 5.6% | 10.2% | 5.6% |
|
SILVER WHEATON CORP | 4.9% | 6.6% | 4.9% |
|
OSISKO GOLD ROYALTIES LTD | 4.7% | 3.9% | 3.9% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 1.0% | 3.6% | 1.0% |
|
METALLA ROYALTY & STREAMING LTD. | 0.2% | 3.3% | 0.2% |
INFL Overweight Relative to GOAU
 |
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% |
INFL Underweight Relative to GOAU
|
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% |