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
SGDM
33
HOLDINGS
17%
ALSO IN GOAU
GOAU
24
HOLDINGS
25%
ALSO IN SGDM
SECTOR DRIFT (SGDM minus GOAU)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SGDM |
Weight in GOAU |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 7.3% | 8.2% | 7.3% |
 |
ROYAL GOLD INC | 4.3% | 10.5% | 4.3% |
 |
HARMONY GOLD MNG-SPON ADR | 3.3% | 2.8% | 2.8% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 2.8% | 3.8% | 2.8% |
|
CENTERRA GOLD INC | 2.6% | 4.0% | 2.6% |
SGDM Overweight Relative to GOAU
|
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% |
SGDM Underweight Relative to GOAU
|
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% |