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
25%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SGDM
34
HOLDINGS
23%
ALSO IN AGMI
AGMI
43
HOLDINGS
19%
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 | 7.9% | 10.5% | 7.9% |
 |
SILVER WHEATON CORP | 6.9% | 6.4% | 6.4% |
|
PAN AMERICAN SILVER CORP | 3.4% | 9.3% | 3.4% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 2.8% | 2.5% | 2.5% |
|
COEUR D'ALENE MINES CORP | 2.9% | 2.4% | 2.4% |
SGDM Overweight Relative to AGMI
|
AGNICO-EAGLE MINES LTD | 9.9% |
|
FRANCO-NEVADA CORP | 5.1% |
|
KINROSS GOLD CORP | 4.0% |
|
LUNDIN GOLD INC. | 3.5% |
 |
HARMONY GOLD MNG-SPON ADR | 2.9% |
|
DPM METALS INC | 2.9% |
|
IAMGOLD CORP | 2.9% |
|
TOREX GOLD RESOURCES INC. | 2.9% |
|
CENTERRA GOLD INC | 2.8% |
|
K92 MINING, INC. | 2.7% |
SGDM Underweight Relative to AGMI
 |
INDUSTRIAS PENOLES SAB DE CV | -10.5% |
|
PAN AMERICAN SILVER CORP | -5.9% |
|
SOUTHERN COPPER CORP | -4.9% |
|
AYA GOLD & SILVER INC. | -4.5% |
|
FRESNILLO PLC | -4.2% |
 |
ZIJIN MINING GROUP CO LTD-H | -4.1% |
|
FIRST MAJESTIC SILVER CORP | -4.0% |
|
ENDEAVOUR SILVER CORP | -3.6% |
|
SILVERCORP METALS INC | -3.0% |
 |
KGHM POLSKA MIEDZ S.A. | -2.8% |