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
INFL
41
HOLDINGS
13%
ALSO IN GOAU
GOAU
24
HOLDINGS
25%
ALSO IN INFL
SECTOR DRIFT (INFL minus GOAU)
OVERLAPPING HOLDINGS
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| Company | Weight in INFL |
Weight in GOAU |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 6.5% | 8.2% | 6.5% |
|
FRANCO-NEVADA CORP | 5.4% | 9.9% | 5.4% |
|
OSISKO GOLD ROYALTIES LTD | 4.5% | 3.9% | 3.9% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 1.0% | 3.8% | 1.0% |
|
METALLA ROYALTY & STREAMING LTD. | 0.2% | 3.7% | 0.2% |
INFL Overweight Relative to GOAU
|
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% |
INFL Underweight Relative to GOAU
|
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% |