Because professionals trade the company strenghts & weaknesses, not the commodity underlying the company. If they like the commodity they will trade it. Fact: a weak company is a weak company, event if they are in a good sector. Why would you expect companies with poor financial performance to track the industry they are in.
Besides the OTC startup business, has little to do with large cap sectors, industries, or commodities. They have no history of success at all.
It's like someone thinking your rich, because your neighbor has a Rolls Royce in the driveway.
Gold has more value then mining companies. That simple. ETF's don't always track either.