Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SMRF
65
HOLDINGS
33%
ALSO IN URA
URA
57
HOLDINGS
37%
ALSO IN SMRF
SECTOR DRIFT (SMRF minus URA)
OVERLAPPING HOLDINGS
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| Company | Weight in SMRF |
Weight in URA |
Overlap | |
|---|---|---|---|---|
 |
NATIONAL ATOMIC COMPANY KAZATOMPROM JSC SPONSORED GDR REGS | 4.7% | 4.9% | 4.7% |
 |
URANIUM ENERGY CORP | 4.2% | 4.5% | 4.2% |
|
ALTC ACQUISITION CORP. CLASS A | 3.8% | 4.6% | 3.8% |
 |
PALADIN ENERGY LIMITED | 2.6% | 2.9% | 2.6% |
|
NUSCALE POWER CORPORATION CLASS A | 2.6% | 2.4% | 2.4% |
SMRF Overweight Relative to URA
 |
NEXGEN ENERGY LTD. | 4.9% |
|
BWX TECHNOLOGIES, INC. | 4.7% |
|
CAMECO CORP | 4.5% |
|
DUKE ENERGY CORP | 2.6% |
|
DOMINION RESOURCES INC/VA | 2.5% |
|
ENTERGY CORP | 2.3% |
|
CONSTELLATION ENERGY CORPORATION | 2.2% |
 |
ROLLS-ROYCE GROUP PLC | 2.2% |
|
ENERGY FUELS INC. | 2.2% |
|
DENISON MINES CORP | 2.2% |
SMRF Underweight Relative to URA
|
CAMECO CORP | -23.1% |
|
NEXGEN ENERGY LTD. | -6.4% |
 |
ITOCHU CORP | -2.9% |
|
DENISON MINES CORP | -2.5% |
 |
SIBANYE GOLD LTD | -2.5% |
|
ENERGY FUELS INC. | -2.4% |
|
BHP BILLITON LTD | -2.3% |
 |
CHEIL INDUSTRIES INC | -2.3% |
|
MITSUBISHI HEAVY INDUSTRIES | -2.2% |
|
HYUNDAI ENGINEERING & CONST | -2.1% |