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
6
# OF OVERLAPPING
HOLDINGS
SGDM
33
HOLDINGS
20%
ALSO IN AGMI
AGMI
37
HOLDINGS
17%
ALSO IN SGDM
SECTOR DRIFT (SGDM minus AGMI)
OVERLAPPING HOLDINGS
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| Company | Weight in SGDM |
Weight in AGMI |
Overlap | |
|---|---|---|---|---|
 |
NEWMONT MINING CORP | 7.8% | 9.8% | 7.8% |
 |
SILVER WHEATON CORP | 7.3% | 5.0% | 5.0% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 2.8% | 3.0% | 2.8% |
|
COEUR D'ALENE MINES CORP | 0.4% | 3.1% | 0.4% |
|
PAN AMERICAN SILVER CORP | 0.4% | 3.1% | 0.4% |
SGDM Overweight Relative to AGMI
|
AGNICO-EAGLE MINES LTD | 10.6% |
|
FRANCO-NEVADA CORP | 6.1% |
|
KINROSS GOLD CORP | 5.6% |
|
ROYAL GOLD INC | 4.3% |
|
LUNDIN GOLD INC. | 3.9% |
|
NEW GOLD INC | 3.3% |
 |
HARMONY GOLD MNG-SPON ADR | 3.3% |
|
DPM METALS INC | 2.9% |
|
ORLA MINING LTD. | 2.8% |
|
K92 MINING, INC. | 2.7% |
SGDM Underweight Relative to AGMI
 |
INDUSTRIAS PENOLES SAB DE CV | -11.0% |
|
FIRST MAJESTIC SILVER CORP | -10.0% |
|
FRESNILLO PLC | -6.2% |
|
ENDEAVOUR SILVER CORP | -4.5% |
|
DISCOVERY METALS CORP | -4.2% |
 |
ZIJIN MINING GROUP CO LTD-H | -3.8% |
|
SOUTHERN COPPER CORP | -3.3% |
|
SILVERCORP METALS INC | -3.2% |
|
HECLA MINING CO | -3.2% |
|
AYA GOLD & SILVER INC. | -3.1% |