Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
SMRF
65
HOLDINGS
22%
ALSO IN TNUK
TNUK
24
HOLDINGS
58%
ALSO IN SMRF
SECTOR DRIFT (SMRF minus TNUK)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SMRF |
Weight in TNUK |
Overlap | |
|---|---|---|---|---|
 |
BWX TECHNOLOGIES, INC. | 4.7% | 6.4% | 4.7% |
 |
NATIONAL ATOMIC COMPANY KAZATOMPROM JSC SPONSORED GDR REGS | 4.7% | 4.3% | 4.3% |
|
URANIUM ENERGY CORP | 4.2% | 3.1% | 3.1% |
|
CENTRUS ENERGY CORP. CLASS A | 2.2% | 2.9% | 2.2% |
|
CONSTELLATION ENERGY CORPORATION | 2.2% | 6.0% | 2.2% |
SMRF Overweight Relative to TNUK
 |
NEXGEN ENERGY LTD. | 4.9% |
|
CAMECO CORP | 4.5% |
|
ALTC ACQUISITION CORP. CLASS A | 3.3% |
 |
PALADIN ENERGY LIMITED | 2.6% |
|
DUKE ENERGY CORP | 2.6% |
|
DOMINION RESOURCES INC/VA | 2.5% |
|
ENTERGY CORP | 2.3% |
 |
ROLLS-ROYCE GROUP PLC | 2.2% |
|
ENERGY FUELS INC. | 2.2% |
|
DENISON MINES CORP | 2.2% |
SMRF Underweight Relative to TNUK
|
MIRION TECHNOLOGIES, INC. CLASS A | -9.0% |
|
CURTISS-WRIGHT CORP | -6.3% |
|
CAMECO CORP | -6.2% |
|
AMENTUM HOLDINGS INC | -6.2% |
|
ATKINSREALIS GROUP INC | -5.8% |
 |
FORTUM OYJ | -5.5% |
|
ROLLS-ROYCE HOLDINGS-SP ADR | -5.5% |
 |
DOOSAN HEAVY INDUSTRIES | -5.4% |
|
TALEN ENERGY CORP | -4.7% |
|
JACOBS SOLUTIONS INC. | -3.9% |