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EART vs SETM

Shared holdings
13
EART covered by SETM
22.92%
SETM covered by EART
22.92%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

EART (April 30, 2026)

SecurityWeight
ALBEMARLE CORP COMMON STOCK4.46%
ANGLO AMERICAN PLC COMMON STOCK4.44%
PLS GROUP LTD4.24%
RIO TINTO PLC4.23%
ZHEJIANG HUAYO-A4.16%
CHINA NORTHERN-A4.10%
ANTOFAGASTA PLC3.92%
FREEPORT MCMORAN INC3.92%
GRUPO MEXICO-B3.89%
Southern Copper Corporation COM USD0.013.87%
EVE ENERGY-A3.83%
SUMITOMO MET MIN3.60%
LYNAS RARE EARTH3.56%
IMPALA PLATINUM3.54%
VALTERRA PLATINU3.45%
SINOMINE RESOU-A3.01%
BOLIDEN AB2.98%
MP MATERIALS CORP2.97%
HUDBAY MINERALS2.77%
SIBANYE STILLWAT2.64%
HEXCEL CORPORATION2.22%
NORTHAM PLATINUM HOLDINGS LTD2.20%
SHENGHE RESOUC-A2.08%
WESTERN MINING-A2.05%
GEM CO LTD-A1.93%
CHINA RARE EARTH RESOURCES AND TECHNOLOGY CO LTD1.79%
MMG1.32%
WEIHAI GUANGWE-A1.26%
YUNNAN CHIHONG-A1.22%
IGO LTD1.00%
YOUNGY CO LTD-A0.98%
XTC NEW ENERGY M0.96%
NANJING HANRUI-A0.69%
FANGDA CARBON-A0.68%
LITHIUM AMERICAS0.58%
SINOFIBERS TEC-A0.51%
MINMETALS NEW EN0.48%
NICKEL INDUSTRIE0.47%
TOKAI CARBON CO0.46%
GRAFTECH INTERNATIONAL LTD0.41%
AFRICAN RAINBOW0.38%
MERSEN0.37%
GUIZHOU ZHENHU-A0.34%
ERAMET0.33%
AMERICAN BATTERY TECHNOLOGY CO0.31%
Sylvania Platinum Ltd0.31%
XIANGTAN ELECTROCHEMICAL SCIENTIFIC CO LTD0.30%
NIPPON CARBON0.29%
JIANGXI BLACK CAT CARBON BLACK CO LTD0.28%
Zhongfu Shenying Carbon Fiber Co Ltd0.27%

SETM (March 31, 2026)

SecurityWeight
NAC KAZATOMPROM JSC GDR RGS5.55%
ALBEMARLE CORP5.44%
LYNAS RARE EARTH5.43%
FREEPORT MCMORAN INC5.38%
PLS GROUP LTD5.24%
CAMECO CORP4.83%
FIRST MAJESTIC S4.12%
URANIUM ENERGY CORP3.55%
MP MATERIALS CORP3.07%
TECK RESOURCES-B2.73%
PALADIN ENERGY L2.66%
LUNDIN MINING CORP2.61%
NEXGEN ENERGY LT2.47%
ANTOFAGASTA PLC2.45%
DENISON MINES CO2.31%
IGO LTD2.28%
FIRST QUANTUM2.14%
Southern Copper Corporation COM USD0.012.07%
LIONTOWN RESOURC1.91%
GANFENG LITHIU-H1.67%
ENERGY FUELS INC1.60%
ILUKA RESOURCES1.56%
AYA GOLD & SILVE1.42%
CGN MINING1.25%
KGHM1.24%
SILVERCORP METAL1.05%
ENDEAVOUR SILVER1.04%
Compania de Minas Buenaventura S.A.A. SPONSORED ADR0.95%
CAPSTONE COPPER0.87%
HUDBAY MINERALS0.85%
Lindian Resources, Ltd.0.74%
ELEVRA LITHIUM L0.72%
SIGMA LITHIUM CORP COMMON STOCK0.63%
ANEKA TAMBANG TB0.60%
Merdeka Battery Materials Tbk. PT0.59%
ARAFURA RARE EAR0.58%
AVINO SILVER GOLD MINES LTD0.54%
NICKEL INDUSTRIE0.53%
AMERICAS GOLD AN0.52%
MMG0.52%
NIOCORP DEVELOPM0.51%
IVANHOE MINES LTD0.50%
VALE INDONESIA T0.48%
TIANQI LITHIUM C0.48%
AbraSilver Resource Corp.0.47%
SUNRISE ENERGY METALS LTD0.44%
LITHIUM AMERICAS0.42%
VIZSLA SILVER CO0.40%
UR-ENERGY INC0.39%
LITHIUM ARGENTINA AG0.35%

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