NANR vs SGDM: holdings overlap, shared companies and scores
As of October 9, 2026, NANR and SGDM overlap 20.0% by weight. State Street SPDR S&P North American Natural Resources ETF (NANR): North American natural resources. Sprott Gold Miners ETF (SGDM): Mid-to-large-cap gold miners.
Updated October 9, 2026
What moved NANR and SGDM this week
NANR rose 2.5% in the week to October 9, 2026. The holdings that moved it most were Exxonmobil (+3.0%), Chevron (+2.5%) and Marathon Petroleum (+7.7%); Mosaic (−11.1%) pushed the other way.
SGDM rose 1.5% in the week to October 9, 2026. The holdings that moved it most were Lundin Gold (+9.0%), Galiano Gold (+10.7%) and DPM Metals (+7.3%); Discovery Silver (−6.4%) pushed the other way.
What do NANR and SGDM each hold?
41% of NANR is its ten largest holdings.
56% of SGDM is its ten largest holdings.
How much do NANR and SGDM overlap? 20.0% by weight
As of October 9, 2026, NANR and SGDM overlap 20.0% by weight.
21% of NANR is already inside SGDM.
90% of SGDM is already inside NANR.
NANR holds 202 companies and SGDM holds 49; 37 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score NANR and SGDM? 5.7 and 7.2 out of 10
As of October 9, 2026, ETF Copilot scores NANR 5.7 out of 10 and SGDM 7.2 out of 10.
They differ most on Quality: NANR 6.0 and SGDM 10.0.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | NANR | SGDM |
|---|---|---|
| Growth | 4.2 | 6.6 |
| Value | 6.1 | 9.2 |
| Risk | 4.0 | 0.4 |
| Quality | 6.0 | 10.0 |
| Return | 8.0 | 9.1 |
NANR is the cheaper of the two at 0.35% a year
As of October 9, 2026, NANR charges 0.35% a year, yields 1.62% and holds $819M in assets across 202 positions.
As of October 9, 2026, SGDM charges 0.46% a year, yields 0.97% and holds $638M in assets across 49 positions.
| Measure | NANR | SGDM |
|---|---|---|
| Expense ratio | 0.35% | 0.46% |
| Dividend yield | 1.62% | 0.97% |
| Assets under management | $819M | $638M |
| Holdings | 202 | 49 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Cite this
ETF Copilot, “NANR vs SGDM holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/nanr-vs-sgdm
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