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
TNUK
24
HOLDINGS
58%
ALSO IN SMRF
SMRF
65
HOLDINGS
22%
ALSO IN TNUK
SECTOR DRIFT (TNUK minus SMRF)
OVERLAPPING HOLDINGS
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| Company | Weight in TNUK |
Weight in SMRF |
Overlap | |
|---|---|---|---|---|
 |
BWX TECHNOLOGIES, INC. | 6.4% | 4.7% | 4.7% |
 |
NATIONAL ATOMIC COMPANY KAZATOMPROM JSC SPONSORED GDR REGS | 4.3% | 4.7% | 4.3% |
|
URANIUM ENERGY CORP | 3.1% | 4.2% | 3.1% |
|
CENTRUS ENERGY CORP. CLASS A | 2.9% | 2.2% | 2.2% |
|
CONSTELLATION ENERGY CORPORATION | 6.0% | 2.2% | 2.2% |
TNUK Overweight Relative to SMRF
|
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% |
TNUK Underweight Relative to SMRF
|
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% |