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Data as of .

AUMI vs FMTL: which is really different?

AUMI and FMTL hold 5% of their weight in the same names.

Themes Gold Miners ETF and First Trust Indxx Critical Metals ETF.

0.0%AUMI in the S&P 500
13.2%FMTL in the S&P 500
+38.2%AUMI total return, 1 year
+50.9%FMTL total return, 1 year

ETFIQ Off-Index Score: AUMI scores higher

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

AUMI 91.8FMTL 740.1, 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

AUMI100% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 47% of the fund · 31 holdings filed Jun 30, 2026 · Nasdaq-100: 0% in0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 47% of the fund
FMTL87% of its weight is outside the S&P 500 · 6 months to Sep 18, 2026
13%87%inof its weight outside the S&P 500active share 100% · top ten 61% of the fund · 52 holdings filed Sep 18, 2026 · Nasdaq-100: 0% in13%87%inof its weight outside the S&P 500active share 100% · top ten 61% of the fund

5% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, AUMI and FMTL hold 5% of their money in the same securities at the same weight.

Positions AUMI and FMTL both hold, largest shared weight first
HoldingAUMIFMTL
Anglogold Ashanti Plc4.91%4.25%
OceanaGold Corp4.32%0.76%
Only in each
Only in AUMIOnly in FMTL
Endeavour Mining PLC 5.33%BHP Group Limited 8.97%
DPM Metals Inc 5.26%Freeport-McMoRan Inc. 8.55%
IAMGOLD Corp 4.86%Glencore Plc 7.88%
Agnico Eagle Mines Ltd 4.76%Anglo American Plc 6.70%
Kinross Gold Corp 4.59%Sumitomo Corporation 5.23%
Alamos Gold Inc 4.45%Wheaton Precious Metals Corp. 4.79%
Northern Star Resources Ltd 4.34%Cameco Corporation 4.72%
Gold Fields Ltd 4.10%Newmont Corporation 4.63%

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

AUMI and FMTL over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AUMIFMTLAUMIFMTLAUMIFMTL
3 months+17.9%+0.7%+15.7 pts−1.5 pts+20.4 pts+3.2 pts
6 months+18.6%+20.3%+0.6 pts+2.3 pts−5.6 pts−3.9 pts
1 year+38.2%not published+21.6 ptsnot published+16.4 ptsnot published
Since launch+286.4%+50.9%+218.6 pts+37.3 pts+204.9 pts+34.7 pts
Open the live comparison on ETFIQ
AUMI and FMTL on the same fields, as of Sep 18, 2026. Source: ETFIQ.
AUMI
Themes Gold Miners ETF
Holds 31 stocks in gold miners, 0% of its weight in S&P 500 companies
FMTL
First Trust Indxx Critical Metals ETF
Holds 52 stocks in rare earth and critical materials, 13% of its weight in S&P 500 companies
IssuerThemesFirst Trust
ThemeGold minersRare earth and critical materials
In the S&P 5000.0%13.2%
Active share vs the S&P 500100.0%99.7%
In the Nasdaq-1000.0%0.0%
Holdings3152
Top ten, share of the fund46.9%60.6%
Expense ratio0.35%0.65%
Fee for the differing part0.35%0.65%
Total return, 1 year+38.2%+50.9% (since launch on Nov 5, 2025)
vs the S&P 500+21.6 pts+37.3 pts
vs the Nasdaq-100+16.4 pts+34.7 pts
Below its high−19.2%−9.5%
Net assets$26m$30m

AUMI in plain words

By weight, 0% of AUMI'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 47% of the fund across 31 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned +38.2% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 21.6 pts. It sits 19.2% below its all-time high of Feb 27, 2026.

FMTL in plain words

By weight, 13% of FMTL'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 61% of the fund across 52 positions, as published by its issuer for Sep 18, 2026. Since it launched on Nov 5, 2025 the fund returned +50.9% with distributions reinvested against +13.6% for the S&P 500, so a holder was ahead by 37.2 pts. It sits 9.5% below its all-time high of Aug 25, 2026.

Questions people ask

Do AUMI and FMTL hold the same stocks?
By their latest filings, 5% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, AUMI or FMTL?
AUMI has 0% of its weight in S&P 500 names and FMTL has 13%, so AUMI differs more from the index.
Which is cheaper, AUMI or FMTL?
AUMI charges 0.35% a year and FMTL charges 0.65%, so AUMI 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.

AUMI against FMTL, 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, AUMI against FMTL, data as of Sep 18, 2026. https://etfiq.com/compare/themes/aumi-vs-fmtl Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources