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
17%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
GOAU
27
HOLDINGS
17%
ALSO IN INFL
INFL
39
HOLDINGS
10%
ALSO IN GOAU
SECTOR DRIFT (GOAU minus INFL)
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 GOAU |
Weight in INFL |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 8.7% | 7.6% | 7.6% |
|
FRANCO-NEVADA CORP | 9.2% | 5.0% | 5.0% |
|
OSISKO GOLD ROYALTIES LTD | 8.7% | 4.1% | 4.1% |
|
METALLA ROYALTY & STREAMING LTD. | 3.5% | 0.2% | 0.2% |
GOAU Overweight Relative to INFL
|
SILVERCORP METALS INC | 5.8% |
|
OSISKO GOLD ROYALTIES LTD | 4.7% |
 |
OCEANAGOLD CORP | 4.6% |
|
KINROSS GOLD CORP | 4.3% |
|
FRANCO-NEVADA CORP | 4.2% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 4.1% |
|
ORLA MINING LTD. | 4.0% |
 |
SIBANYE GOLD- SPON ADR | 3.9% |
|
DRDGOLD LTD-SPONSORED ADR | 3.6% |
|
ANGLOGOLD ASHANTI-SPON ADR | 3.6% |
GOAU Underweight Relative to INFL
 |
VIPER ENERGY PARTNERS LP | -4.8% |
|
PRAIRIESKY ROYALTY LTD | -4.8% |
|
TEXAS PACIFIC LAND CORPORATION | -4.3% |
|
CAMECO CORP | -4.1% |
|
INTERCONTINENTALEXCHANGE INC | -4.0% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -3.0% |
|
CME GROUP INC | -3.0% |
|
HAWAIIAN ELECTRIC INDS | -2.9% |
 |
SINGAPORE EXCHANGE LTD | -2.8% |
|
CHENIERE ENERGY INC | -2.7% |