Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SGDM
33
HOLDINGS
20%
ALSO IN GOAU
GOAU
24
HOLDINGS
29%
ALSO IN SGDM
SECTOR DRIFT (SGDM minus GOAU)
OVERLAPPING HOLDINGS
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| Company | Weight in SGDM |
Weight in GOAU |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 7.5% | 6.6% | 6.6% |
 |
ROYAL GOLD INC | 4.1% | 10.4% | 4.1% |
|
K92 MINING, INC. | 3.0% | 3.8% | 3.0% |
|
CENTERRA GOLD INC | 2.8% | 4.5% | 2.8% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 2.6% | 3.6% | 2.6% |
SGDM Overweight Relative to GOAU
|
AGNICO-EAGLE MINES LTD | 11.0% |
|
NEWMONT MINING CORP | 7.4% |
|
FRANCO-NEVADA CORP | 5.9% |
|
KINROSS GOLD CORP | 5.2% |
|
NEW GOLD INC | 3.5% |
|
LUNDIN GOLD INC. | 3.5% |
|
ORLA MINING LTD. | 3.3% |
|
DPM METALS INC | 3.1% |
|
B2GOLD CORP | 2.7% |
|
WESDOME GOLD MINES LTD | 2.2% |
SGDM Underweight Relative to GOAU
|
FRANCO-NEVADA CORP | -10.2% |
|
ROYAL GOLD INC | -6.3% |
|
SANTACRUZ SILVER MINING LTD | -4.3% |
|
OSISKO GOLD ROYALTIES LTD | -3.9% |
 |
OCEANAGOLD CORP | -3.4% |
|
METALLA ROYALTY & STREAMING LTD. | -3.3% |
|
KEEGAN RESOURCES INC | -3.2% |
|
FORTUNA SILVER MINES INC. | -3.2% |
 |
DRDGOLD LTD-SPONSORED ADR | -2.8% |
|
CHINA GOLD INTERNATIONAL RESOURCES C | -2.7% |