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
80.0%
% of URNJ's 25 holdings also in URA
42.6%
% of URA's 48 holdings also in URNJ
Overlap by Weight
Sector Drift (URNJ minus URA)
Overlapping Holdings
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| Company | Weight in URNJ | Weight in URA | Overlap | |
|---|---|---|---|---|
 |
URANIUM ENERGY CORP | 10.3% | 4.3% | 4.3% |
 |
PALADIN ENERGY LIMITED | 10.8% | 2.6% | 2.6% |
|
BOSS ENERGY LIMITED | 6.3% | 1.3% | 1.3% |
|
DEEP YELLOW LTD | 5.7% | 1.2% | 1.2% |
 |
CGN MINING CO LTD | 6.7% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
URNJ Overweight Relative to URA
 |
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% |
URNJ Underweight Relative to URA
|
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% |