Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
44.9%
% of URA's 50 holdings also in URNJ
84.6%
% of URNJ's 26 holdings also in URA
Overlap by Weight
Sector Drift (URA minus URNJ)
Overlapping Holdings
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| Company | Weight in URA |
Weight in URNJ |
Overlap | |
|---|---|---|---|---|
 |
URANIUM ENERGY CORP | 5.9% | 17.4% | 5.9% |
 |
PALADIN ENERGY LIMITED | 2.6% | 5.2% | 2.6% |
|
BOSS ENERGY LIMITED | 1.4% | 3.9% | 1.4% |
|
DEEP YELLOW LTD | 1.3% | 4.3% | 1.3% |
 |
CGN MINING CO LTD | 0.9% | 3.7% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
URA Overweight Relative to URNJ
 |
CAMECO CORP | 25.9% |
|
NEXGEN ENERGY LTD. | 7.2% |
|
DENISON MINES CORP | 3.6% |
|
NUSCALE POWER CORPORATION CLASS A | 3.6% |
 |
YELLOW CAKE PLC | 3.0% |
|
AECON GROUP INC | 2.5% |
 |
MITSUBISHI HEAVY INDUSTRIES | 2.5% |
|
ALTC ACQUISITION CORP. CLASS A | 2.5% |
|
ENERGY FUELS INC. | 2.1% |
 |
DOOSAN HEAVY INDUSTRIES | 2.1% |
URA Underweight Relative to URNJ
|
NEXGEN ENERGY LTD. | -15.9% |
|
DENISON MINES CORP | -13.5% |
|
URANIUM ENERGY CORP | -11.5% |
|
ENERGY FUELS INC. | -6.2% |
|
DEEP YELLOW LTD | -3.0% |
|
CGN MINING CO LTD | -2.8% |
|
PALADIN ENERGY LIMITED | -2.6% |
|
BOSS ENERGY LIMITED | -2.5% |
|
UR-ENERGY INC | -2.2% |
|
ISOENERGY LTD. | -1.7% |