Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
URA
56
HOLDINGS
29%
ALSO IN NLR
NLR
28
HOLDINGS
67%
ALSO IN URA
SECTOR DRIFT (URA minus NLR)
OVERLAPPING HOLDINGS
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| Company | Weight in URA |
Weight in NLR |
Overlap | |
|---|---|---|---|---|
 |
URANIUM ENERGY CORP | 5.0% | 5.2% | 5.0% |
 |
NATIONAL ATOMIC COMPANY KAZATOMPROM JSC SPONSORED GDR REGS | 4.6% | 4.7% | 4.6% |
|
ALTC ACQUISITION CORP. CLASS A | 5.6% | 4.0% | 4.0% |
 |
PALADIN ENERGY LIMITED | 3.4% | 5.4% | 3.4% |
|
NUSCALE POWER CORPORATION CLASS A | 3.0% | 4.5% | 3.0% |
URA Overweight Relative to NLR
 |
CAMECO CORP | 22.4% |
|
NEXGEN ENERGY LTD. | 6.2% |
|
ENERGY FUELS INC. | 3.3% |
|
DENISON MINES CORP | 2.9% |
 |
SIBANYE GOLD LTD | 2.8% |
 |
HYUNDAI ENGINEERING & CONST | 2.2% |
|
DOOSAN HEAVY INDUSTRIES | 2.1% |
|
DAEWOO ENGINEERING & CONSTR | 2.1% |
 |
ITOCHU CORP | 2.0% |
|
CHEIL INDUSTRIES INC | 2.0% |
URA Underweight Relative to NLR
|
CONSTELLATION ENERGY CORPORATION | -9.4% |
|
CAMECO CORP | -8.0% |
|
PUBLIC SERVICE ENTERPRISE GP | -6.2% |
 |
FORTUM OYJ | -5.9% |
|
NEXGEN ENERGY LTD. | -5.5% |
|
BWX TECHNOLOGIES, INC. | -5.3% |
|
DENISON MINES CORP | -5.2% |
|
ENERGY FUELS INC. | -4.5% |
|
CENTRUS ENERGY CORP. CLASS A | -2.1% |
|
PALADIN ENERGY LIMITED | -2.0% |