Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SPGP.L
91
HOLDINGS
13%
ALSO IN WELV.DE
WELV.DE
77
HOLDINGS
12%
ALSO IN SPGP.L
SECTOR DRIFT (SPGP.L minus WELV.DE)
OVERLAPPING HOLDINGS
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| Company | Weight in SPGP.L |
Weight in WELV.DE |
Overlap | |
|---|---|---|---|---|
 |
NEWMONT MINING CORP | 11.2% | 4.5% | 4.5% |
 |
AGNICO-EAGLE MINES LTD | 9.6% | 3.4% | 3.4% |
|
BARRICK MINING CORP | 8.3% | 2.6% | 2.6% |
|
SILVER WHEATON CORP | 6.0% | 1.8% | 1.8% |
|
KINROSS GOLD CORP | 4.4% | 1.2% | 1.2% |
SPGP.L Overweight Relative to WELV.DE
|
NEWMONT MINING CORP | 6.8% |
|
AGNICO-EAGLE MINES LTD | 6.3% |
|
BARRICK MINING CORP | 5.8% |
|
FRANCO-NEVADA CORP | 5.6% |
 |
GOLD FIELDS LTD-SPONS ADR | 4.8% |
|
SILVER WHEATON CORP | 4.1% |
 |
ZIJIN MINING GROUP CO LTD-H | 3.5% |
|
KINROSS GOLD CORP | 3.2% |
|
ROYAL GOLD INC | 2.3% |
|
COEUR D'ALENE MINES CORP | 2.3% |
SPGP.L Underweight Relative to WELV.DE
 |
LINDE PLC | -8.7% |
 |
BHP BILLITON LTD | -8.7% |
 |
AIR LIQUIDE SA | -4.6% |
|
RIO TINTO PLC | -4.3% |
|
FREEPORT-MCMORAN COPPER | -4.0% |
 |
SHIN-ETSU CHEMICAL CO LTD | -4.0% |
|
SHERWIN-WILLIAMS CO/THE | -3.4% |
|
ECOLAB INC | -3.1% |
|
AIR PRODUCTS & CHEMICALS INC | -3.1% |
 |
CRH PLC | -3.1% |