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
5

# OF OVERLAPPING
HOLDINGS
INFL
41
HOLDINGS
13%
ALSO IN GOAU
GOAU
24
HOLDINGS
24%
ALSO IN INFL
SECTOR DRIFT (INFL minus GOAU)
OVERLAPPING HOLDINGS

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Company Weight
in INFL
Weight
in GOAU
Overlap
SILVER WHEATON CORP 5.4% 7.9% 5.4%
FRANCO-NEVADA CORP 5.2% 10.1% 5.2%
OSISKO GOLD ROYALTIES LTD 4.4% 3.9% 3.9%
TRIPLE FLAG PRECIOUS METALS CORP. 0.9% 3.6% 0.9%
METALLA ROYALTY & STREAMING LTD. 0.2% 3.2% 0.2%
INFL Overweight Relative to GOAU
PRAIRIESKY ROYALTY LTD 4.8%
TEXAS PACIFIC LAND CORPORATION 4.7%
VIPER ENERGY PARTNERS LP 4.6%
CAMECO CORP 4.6%
HAWAIIAN ELECTRIC INDS 3.9%
INTERCONTINENTALEXCHANGE INC 3.9%
DIGITALBRIDGE GROUP, INC. CLASS A 3.2%
CME GROUP INC 3.0%
CHENIERE ENERGY INC 2.6%
SINGAPORE EXCHANGE LTD 2.6%
INFL Underweight Relative to GOAU
ROYAL GOLD INC -11.0%
FRANCO-NEVADA CORP -4.9%
SANTACRUZ SILVER MINING LTD -4.5%
CENTERRA GOLD INC -4.4%
K92 MINING, INC. -3.7%
OCEANAGOLD CORP -3.3%
METALLA ROYALTY & STREAMING LTD. -3.0%
CHINA GOLD INTERNATIONAL RESOURCES C -3.0%
FORTUNA SILVER MINES INC. -2.9%
KEEGAN RESOURCES INC -2.9%
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