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Data as of .

AGMI vs RING: which is really different?

AGMI and RING hold 25% of their weight in the same names, and AGMI returned more over the year.

Themes Silver Miners ETF and iShares MSCI Global Gold Miners ETF.

12.4%AGMI in the S&P 500
16.4%RING in the S&P 500
+64.5%AGMI total return, 1 year
+45.3%RING total return, 1 year

ETFIQ Off-Index Score: RING scores higher

How much of it is not the index it is sold as an alternative to?

AGMI 74RING 77.70.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

AGMI88% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
12%88%inof its weight outside the S&P 500active share 100% · top ten 63% of the fund · 38 holdings filed Jun 30, 2026 · Nasdaq-100: 0% in12%88%inof its weight outside the S&P 500active share 100% · top ten 63% of the fund
RING84% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
16%84%in the S&P 500of its weight outside the S&P 500active share 100% · top ten 67% of the fund · 55 holdings filed Sep 17, 2026 · Nasdaq-100: 0% in16%84%inof its weight outside the S&P 500active share 100% · top ten 67% of the fund

25% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, AGMI and RING hold 25% of their money in the same securities at the same weight.

Positions AGMI and RING both hold, largest shared weight first
HoldingAGMIRING
Newmont Corp9.72%16.36%
Wheaton Precious Metals Corp7.00%7.58%
Coeur Mining Inc3.24%3.38%
Pan American Silver Corp3.99%3.18%
SSR Mining Inc1.44%1.67%
Hochschild Mining PLC0.48%0.83%
Only in each
Only in AGMIOnly in RING
Fresnillo PLC 9.66%AGNICO EAGLE MINES 12.29%
Industrias Penoles SAB de CV 9.56%BARRICK MINING 8.16%
Discovery Silver Corp 6.31%GOLD FIELDS 4.35%
First Majestic Silver Corp 4.61%ANGLOGOLD ASHANTI PLC 4.28%
Aya Gold & Silver Inc 4.37%KINROSS GOLD 4.25%
Endeavour Silver Corp 4.16%ALAMOS GOLD CLASS A 2.50%
Silvercorp Metals Inc 3.80%EQUINOX GOLD 2.49%
Southern Copper Corp 3.65%IAMGOLD CORP 2.24%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 18, 2026.

Performance, window by window

AGMI and RING over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AGMIRINGAGMIRINGAGMIRING
3 months+12.8%+17.9%+10.6 pts+15.6 pts+15.3 pts+20.3 pts
6 months+25.8%+21.9%+7.7 pts+3.9 pts+1.5 pts−2.3 pts
1 year+64.5%+45.3%+47.9 pts+28.7 pts+42.7 pts+23.5 pts
3 yearsnot published+286.7%not published+208.3 ptsnot published+188.5 pts
Since launch+218.8%+97.9%+165.5 pts−543.5 pts+151.2 pts−1138.6 pts
Open the live comparison on ETFIQ
AGMI and RING on the same fields, as of Sep 18, 2026. Source: ETFIQ.
AGMI
Themes Silver Miners ETF
Holds 38 stocks in silver miners, 12% of its weight in S&P 500 companies
RING
iShares MSCI Global Gold Miners ETF
Holds 55 stocks in gold miners, 16% of its weight in S&P 500 companies
IssuerThemesiShares
ThemeSilver minersGold miners
In the S&P 50012.4%16.4%
Active share vs the S&P 50099.7%99.8%
In the Nasdaq-1000.0%0.0%
Holdings3855
Top ten, share of the fund63.2%67.0%
Expense ratio0.35%0.39%
Fee for the differing part0.35%0.39%
Total return, 1 year+64.5%+45.3%
vs the S&P 500+47.9 pts+28.7 pts
vs the Nasdaq-100+42.7 pts+23.5 pts
Below its high−16.1%−14.8%
Net assets$13m$2.5bn

AGMI in plain words

By weight, 12% of AGMI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 63% of the fund across 38 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned +64.5% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 47.9 pts. It sits 16.1% below its all-time high of Feb 27, 2026.

RING in plain words

By weight, 16% of RING's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 67% of the fund across 55 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +45.3% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 28.7 pts. It sits 14.8% below its all-time high of Feb 27, 2026.

Questions people ask

Do AGMI and RING hold the same stocks?
By their latest filings, 25% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, AGMI or RING?
AGMI has 12% of its weight in S&P 500 names and RING has 16%, so RING differs more from the index.
Which is cheaper, AGMI or RING?
AGMI charges 0.35% a year and RING charges 0.39%, so AGMI is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AGMI against RING, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AGMI against RING, data as of Sep 18, 2026. https://etfiq.com/compare/themes/agmi-vs-ring Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources