GDXJ vs SIL overlap - what they share and where they differ
GDXJ and SIL share 24.3% of their weight across 23 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
GDXJ and SIL
24.3%
23 shared positions
GDXJ
VanEck Junior Gold Miners ETF
Reported positions cover 100% of the fund, 114 positions · Jun 30, 2026
Top 10: 42.7%·Holdings of GDXJ
SIL
Global X Silver Miners ETF
Reported positions cover 100% of the fund, 39 positions · Jul 31, 2026
Top 10: 76.3%·Holdings of SIL
Reported positions cover GDXJ 100%, SIL 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SIL vs GDXJ side by side
GDXJVanEck Junior Gold Miners ETF
114
stock positions reported to the SEC
75.7% of its weight is in 91 names SIL does not hold
SILGlobal X Silver Miners ETF
39
stock positions reported to the SEC
51.1% of its weight is in 16 names GDXJ does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Basic Materials: SIL has 21.1 points more of it.
The figures side by side
| GDXJ | SIL | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jul 31, 2026 |
| Stock positions reported | 114 | 39 |
| Weight of the ten largest | 42.7% | 76.3% |
| Largest position | EVOLUTION MINING LIMITED 6.4% | WPM 22.4% |
| Held alone | 91 positions, 75.7% | 16 positions, 51.1% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In GDXJ | In SIL | Counted |
|---|---|---|---|
| CDECoeur Mining Inc | 5.14% | 10.59% | 5.14% |
| INDUSTRIAS PENOLES, S.A.B. DE C.V.Industrias Penoles SAB de CV | 2.88% | 5.21% | 2.88% |
| AGFirst Majestic Silver Corp | 2.72% | 4.47% | 2.72% |
| HLHecla Mining Co | 2.63% | 4.63% | 2.63% |
| SSRMSSR Mining Inc | 1.60% | 3.85% | 1.60% |
| OROR Royalties Inc | 1.38% | 4.16% | 1.38% |
| AYAAya Gold & Silver Inc | 0.86% | 2.01% | 0.86% |
| FSMFortuna Mining Corp | 0.79% | 1.92% | 0.79% |
| TFPMTriple Flag Precious Metals Corp | 0.77% | 1.50% | 0.77% |
| EXKEndeavour Silver Corp | 0.75% | 1.66% | 0.75% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in GDXJ
Only in SIL
Questions people ask
Is GDXJ the same as SIL?
24.3% of their weight sits in the same 23 holdings. GDXJ also reports EVOLUTION MINING LIMITED, EQX, AGI, which the other does not. SIL also reports WPM, PAAS, FRESNILLO PLC, which the other does not.
How is the overlap between GDXJ and SIL measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of GDXJ and 100% of SIL, so the number cannot exceed the smaller coverage.
Which holds more, SIL or GDXJ?
GDXJ reports 114 stock positions and SIL reports 39. 75.7% of GDXJ's weight sits in names SIL does not hold, and 51.1% of SIL's weight in names GDXJ does not hold. The ten largest positions are 42.7% of GDXJ and 76.3% of SIL.
How do GDXJ and SIL differ by sector?
The widest gap is Basic Materials: SIL has 21.1 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.