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Sunday, August 23, 2026The Morning Brief →Sign in

VanEck Gold Miners ETF

$102.83+2.98% today
6011652-WK

The fund normally invests at least 80% of its total assets in common stocks and depositary receipts of companies involved in the gold mining industry. The index is a modified market-capitalization weighted index primarily comprised of publicly traded companies involved in the mining for gold and silver. The fund is non-diversified.

Price & daily flows
103.988.072.1Tue Aug 18 · Gold-mining ETFs outrun the metal as Sprott and Global X lead with 25% gains102.83DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +19.9% so far this year. At 0.51% a year it is not the cheapest way in — VAW runs the same ground at 0.10%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$52.3Bassets under management
0.51%expense ratio · $51 per $10,000 a year
net flow, trailing month
23.7Mavg daily volume, 30 days
55holdings · US-domiciled
2006listed May 21, 2006 · beta 1.75
Sector weights
Basic Materials100%
Materials100%
Non-Energy Minerals99.99%
Other6.9%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
Canada50.62%
United States19.99%
South Africa10.95%
Australia9.84%
China5.22%
United Kingdom1.61%
Hong Kong1.31%
Peru1.2%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week+14.3%
1 month+37.1%
3 months+20.9%
6 months+0.3%
YTD+19.9%
1 year+70.9%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
AugSepOctNovDecJanFebMarAprMayJunJul
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
53%realized volatility, 30 days (annualized)
51%realized volatility, 1 year
-38.9%deepest fall from a peak, 1 year
-11.2%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
311Kcalls today
130Kputs today
0.42put/call ratio
29.5Mshares traded
The case against GDX

Due diligence cuts both ways. These funds sit on the same shelf and beat GDX on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
GLD SPDR Gold Shares0.40%$146B+$4.4B-11bp on fee · 3× the assets · +$4.4B in over the monthHead-to-head
RING iShares MSCI Global Gold Miners ETF0.39%$2.4B−$386M-12bp on feeHead-to-head
SLVP iShares MSCI Global Silver and Metals Miners ETF0.39%$978M−$10M-12bp on feeHead-to-head
SLV iShares Silver Trust0.50%$38.5B-1bp on feeHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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