Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
42.6%
% of URA's 48 holdings also in URNJ
80.0%
% of URNJ's 25 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 | 4.3% | 10.3% | 4.3% |
 |
PALADIN ENERGY LIMITED | 2.6% | 10.8% | 2.6% |
|
BOSS ENERGY LIMITED | 1.3% | 6.3% | 1.3% |
|
DEEP YELLOW LTD | 1.2% | 5.7% | 1.2% |
 |
CGN MINING CO LTD | 1.2% | 6.7% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
URA Overweight Relative to URNJ
 |
CAMECO CORP | 22.2% |
|
NEXGEN ENERGY LTD. | 5.3% |
 |
NATIONAL ATOMIC COMPANY KAZATOMPROM | 5.3% |
 |
HYUNDAI ENGINEERING & CONST | 3.5% |
|
ALTC ACQUISITION CORP. CLASS A | 3.4% |
|
NUSCALE POWER CORPORATION CLASS A | 3.2% |
 |
MITSUBISHI HEAVY INDUSTRIES | 3.1% |
|
DOOSAN HEAVY INDUSTRIES | 2.9% |
 |
YELLOW CAKE PLC | 2.7% |
|
DENISON MINES CORP | 2.6% |
URA Underweight Relative to URNJ
|
DENISON MINES CORP | -10.3% |
|
NEXGEN ENERGY LTD. | -10.1% |
|
PALADIN ENERGY LIMITED | -8.2% |
|
URANIUM ENERGY CORP | -6.0% |
|
CGN MINING CO LTD | -5.6% |
|
BOSS ENERGY LIMITED | -5.0% |
|
DEEP YELLOW LTD | -4.5% |
|
ENERGY FUELS INC. | -3.8% |
|
BANNERMAN RESOURCES LTD | -3.1% |
|
UR-ENERGY INC | -3.1% |