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Data as of .

AUMI vs GOEX: which is really different?

AUMI and GOEX hold 46% of their weight in the same names, and GOEX returned more over the year.

Themes Gold Miners ETF and Global X Gold Explorers ETF.

0.0%AUMI in the S&P 500
0.0%GOEX in the S&P 500
+38.2%AUMI total return, 1 year
+50.3%GOEX 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 91.8GOEX 91.80.1, 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
GOEX100% 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 39% of the fund · 55 holdings filed Sep 18, 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 39% of the fund

46% 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 GOEX hold 46% of their money in the same securities at the same weight.

Positions AUMI and GOEX both hold, largest shared weight first
HoldingAUMIGOEX
DPM Metals Inc5.26%4.56%
Equinox Gold Corp4.09%5.33%
OceanaGold Corp4.32%3.24%
Lundin Gold Inc4.03%3.19%
Perseus Mining Ltd3.35%3.08%
Genesis Minerals Ltd2.65%2.60%
Ramelius Resources Ltd2.85%2.33%
Torex Gold Resources Inc2.86%2.27%
Vault Minerals Ltd2.10%2.14%
Capricorn Metals Ltd2.58%2.07%
Regis Resources Ltd2.30%2.00%
Aris Mining Corp2.21%1.89%
Only in each
Only in AUMIOnly in GOEX
Endeavour Mining PLC 5.33%HECLA MINING CO 5.06%
Anglogold Ashanti Plc 4.91%ELDORADO GOLD CORP 4.16%
IAMGOLD Corp 4.86%COEUR MINING INC 4.14%
Agnico Eagle Mines Ltd 4.76%SSR MINING INC 3.56%
Kinross Gold Corp 4.59%G MINING VENTURE CORP 3.08%
Alamos Gold Inc 4.45%ALAMOS GOLD INC-CLASS A 3.02%
Northern Star Resources Ltd 4.34%DISCOVERY MINING LTD 2.75%
Gold Fields Ltd 4.10%K92 MINING 2.46%

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 GOEX over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AUMIGOEXAUMIGOEXAUMIGOEX
3 months+17.9%+18.7%+15.7 pts+16.4 pts+20.4 pts+21.2 pts
6 months+18.6%+22.1%+0.6 pts+4.1 pts−5.6 pts−2.1 pts
1 year+38.2%+50.3%+21.6 pts+33.7 pts+16.4 pts+28.5 pts
3 yearsnot published+294.9%not published+216.6 ptsnot published+196.8 pts
Since launch+286.4%+29.5%+218.6 pts−696.3 pts+204.9 pts−1410.7 pts
Open the live comparison on ETFIQ
AUMI and GOEX 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
GOEX
Global X Gold Explorers ETF
Holds 55 stocks in gold miners, 0% of its weight in S&P 500 companies
IssuerThemesGlobal X
ThemeGold minersGold miners
In the S&P 5000.0%0.0%
Active share vs the S&P 500100.0%100.0%
In the Nasdaq-1000.0%0.0%
Holdings3155
Top ten, share of the fund46.9%39.4%
Expense ratio0.35%0.65%
Fee for the differing part0.35%0.65%
Total return, 1 year+38.2%+50.3%
vs the S&P 500+21.6 pts+33.7 pts
vs the Nasdaq-100+16.4 pts+28.5 pts
Below its high−19.2%−17.9%
Net assets$26m$131m

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.

GOEX in plain words

By weight, 0% of GOEX'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 39% 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 +50.3% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 33.7 pts. It sits 17.9% below its all-time high of Mar 2, 2026.

Questions people ask

Do AUMI and GOEX hold the same stocks?
By their latest filings, 46% 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, AUMI or GOEX?
AUMI has 0% of its weight in S&P 500 names and GOEX has 0%, so AUMI differs more from the index.
Which is cheaper, AUMI or GOEX?
AUMI charges 0.35% a year and GOEX 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 GOEX, 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 GOEX, data as of Sep 18, 2026. https://etfiq.com/compare/themes/aumi-vs-goex Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources