Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
11%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
GOAU
28
HOLDINGS
11%
ALSO IN INFL
INFL
42
HOLDINGS
7%
ALSO IN GOAU
SECTOR DRIFT (GOAU minus INFL)
OVERLAPPING HOLDINGS
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| Company | Weight in GOAU |
Weight in INFL |
Overlap | |
|---|---|---|---|---|
 |
FRANCO-NEVADA CORP | 9.5% | 4.6% | 4.6% |
|
OSISKO GOLD ROYALTIES LTD | 8.3% | 3.5% | 3.5% |
|
SILVER WHEATON CORP | 3.1% | 6.2% | 3.1% |
GOAU Overweight Relative to INFL
 |
ROYAL GOLD INC | 8.9% |
|
FRANCO-NEVADA CORP | 4.9% |
|
OSISKO GOLD ROYALTIES LTD | 4.8% |
|
DPM METALS INC | 3.8% |
|
TOREX GOLD RESOURCES INC. | 3.5% |
|
COEUR D'ALENE MINES CORP | 3.4% |
 |
HARMONY GOLD MNG-SPON ADR | 3.4% |
|
WESDOME GOLD MINES LTD | 3.3% |
|
IAMGOLD CORP | 3.3% |
|
GOLD FIELDS LTD-SPONS ADR | 3.3% |
GOAU Underweight Relative to INFL
|
PRAIRIESKY ROYALTY LTD | -5.0% |
|
VIPER ENERGY PARTNERS LP | -4.6% |
|
TEXAS PACIFIC LAND CORPORATION | -4.3% |
|
INTERCONTINENTALEXCHANGE INC | -4.0% |
|
CAMECO CORP | -3.9% |
 |
SINGAPORE EXCHANGE LTD | -3.2% |
|
SILVER WHEATON CORP | -3.1% |
|
PERMIAN BASIN ROYALTY TRUST | -3.0% |
|
HAWAIIAN ELECTRIC INDS | -2.9% |
|
CHENIERE ENERGY INC | -2.7% |