Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SGDM
33
HOLDINGS
20%
ALSO IN GOAU
GOAU
24
HOLDINGS
29%
ALSO IN SGDM
SECTOR DRIFT (SGDM minus GOAU)
OVERLAPPING HOLDINGS
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| Company | Weight in SGDM |
Weight in GOAU |
Overlap | |
|---|---|---|---|---|
 |
SILVER WHEATON CORP | 7.5% | 7.9% | 7.5% |
 |
ROYAL GOLD INC | 4.4% | 11.0% | 4.4% |
|
K92 MINING, INC. | 2.9% | 3.7% | 2.9% |
|
CENTERRA GOLD INC | 2.8% | 4.4% | 2.8% |
 |
HARMONY GOLD MNG-SPON ADR | 3.1% | 2.7% | 2.7% |
SGDM Overweight Relative to GOAU
|
AGNICO-EAGLE MINES LTD | 10.4% |
|
NEWMONT MINING CORP | 7.9% |
|
FRANCO-NEVADA CORP | 5.9% |
|
KINROSS GOLD CORP | 5.5% |
|
LUNDIN GOLD INC. | 3.4% |
|
NEW GOLD INC | 3.4% |
|
DPM METALS INC | 3.2% |
|
ORLA MINING LTD. | 2.9% |
|
B2GOLD CORP | 2.7% |
|
WESDOME GOLD MINES LTD | 2.2% |
SGDM Underweight Relative to GOAU
|
FRANCO-NEVADA CORP | -10.1% |
|
ROYAL GOLD INC | -6.6% |
|
SANTACRUZ SILVER MINING LTD | -4.5% |
|
OSISKO GOLD ROYALTIES LTD | -3.9% |
 |
OCEANAGOLD CORP | -3.3% |
|
METALLA ROYALTY & STREAMING LTD. | -3.2% |
|
CHINA GOLD INTERNATIONAL RESOURCES C | -3.0% |
|
FORTUNA SILVER MINES INC. | -2.9% |
|
KEEGAN RESOURCES INC | -2.9% |
|
DRDGOLD LTD-SPONSORED ADR | -2.8% |