Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
GOAU
28
HOLDINGS
14%
ALSO IN INFL
INFL
40
HOLDINGS
10%
ALSO IN GOAU
SECTOR DRIFT (GOAU minus INFL)
OVERLAPPING HOLDINGS
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| Company | Weight in GOAU |
Weight in INFL |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 10.3% | 5.8% | 5.8% |
|
FRANCO-NEVADA CORP | 10.2% | 4.7% | 4.7% |
|
OSISKO GOLD ROYALTIES LTD | 8.8% | 3.2% | 3.2% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 2.0% | 0.8% | 0.8% |
GOAU Overweight Relative to INFL
|
OSISKO GOLD ROYALTIES LTD | 5.7% |
|
FRANCO-NEVADA CORP | 5.5% |
|
SILVER WHEATON CORP | 4.5% |
|
AYA GOLD & SILVER INC. | 4.2% |
 |
HARMONY GOLD MNG-SPON ADR | 4.1% |
|
FORTUNA SILVER MINES INC. | 3.9% |
 |
GENESIS MINERALS LIMITED | 3.6% |
|
ENDEAVOUR MINING CORPORATION | 3.6% |
|
ENDEAVOUR SILVER CORP | 3.5% |
|
CAPRICORN METALS LTD | 3.1% |
GOAU Underweight Relative to INFL
|
PRAIRIESKY ROYALTY LTD | -5.2% |
 |
TEXAS PACIFIC LAND CORPORATION | -4.7% |
|
VIPER ENERGY PARTNERS LP | -4.4% |
|
INTERCONTINENTALEXCHANGE INC | -4.3% |
 |
SINGAPORE EXCHANGE LTD | -3.6% |
|
CAMECO CORP | -3.5% |
|
PERMIAN BASIN ROYALTY TRUST | -3.3% |
|
HAWAIIAN ELECTRIC INDS | -3.0% |
|
CHENIERE ENERGY INC | -2.8% |
 |
DEUTSCHE BOERSE AG | -2.7% |