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ETF comparison

GDXJ vs VAW

Both Materials.

VanEck Junior Gold Miners ETF · Vanguard Materials Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
2.5 %

5 positions appear in both funds. Buying equal dollars of GDXJ and VAW would leave roughly 2.5% of each dollar exposed to the same underlying securities.

GDXJ unmatched 97.4% Shared 2.5% VAW unmatched 97.3%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In GDXJ only
110 positions
Shared
5 positions
In VAW only
105 positions

Side by side

GDXJ

VanEck Junior Gold Miners ETF

VanEck · Materials

67 composite / 100
Expense ratio
0.52%
Net assets
$7.08B
TTM yield
2.49%
Top-10 conc.
42.7%
VAW

Vanguard Materials Index Fund ETF Shares

Vanguard · Materials

79 composite / 100
Expense ratio
0.090%
Net assets
$4.38B
whole fund, 2 share classes
TTM yield
1.37%
Top-10 conc.
57.8%

Sub-score comparison

48
Cost
91
81
Tax efficiency
83
93
Liquidity
84
53
Concentration
32
—
Tracking quality
—
GDXJ sub-score VAW

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VAW is 43 bps cheaper than GDXJ. On a $100,000 position that's about $430/yr more in fees for GDXJ.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with GDXJ vs VAW.

Top shared holdings

5 shared in total
# Holding In GDXJ In VAW Overlap
1 Coeur Mining Inc 5.14% 1.39% 1.39%
2 Hecla Mining Co 2.63% 0.86% 0.86%
3 Perpetua Resources Corp 0.62% 0.14% 0.14%
4 Hycroft Mining Holding Corp 0.45% 0.08% 0.08%
5 McEwen Inc 0.33% 0.07% 0.07%

Only in GDXJ

110 total
  • Evolution Mining Ltd 6.37%
  • Equinox Gold Corp 6.28%
  • Alamos Gold Inc 6.23%
  • Endeavour Mining PLC 5.33%
  • Industrias Penoles SAB de CV 2.88%
  • First Majestic Silver Corp 2.72%
  • IAMGOLD Corp 2.62%
  • Eldorado Gold Corp 2.49%
  • Harmony Gold Mining Co Ltd 2.05%
  • Lundin Gold Inc 1.93%

Only in VAW

105 total
  • Linde PLC 14.62%
  • Newmont Corp 8.77%
  • Freeport-McMoRan Inc 7.01%
  • Sherwin-Williams Co/The 5.13%
  • Ecolab Inc 4.64%
  • CRH PLC 4.07%
  • Air Products and Chemicals Inc 4.03%
  • Corteva Inc 3.66%
  • Nucor Corp 3.57%
  • Vulcan Materials Co 2.27%

Percentages are holdings overlap with the named fund.

Open GDXJ or VAW at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.