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
84.6%
% of URNJ's 26 holdings also in URA
44.9%
% of URA's 50 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 | 17.4% | 5.9% | 5.9% |
 |
PALADIN ENERGY LIMITED | 5.2% | 2.6% | 2.6% |
|
BOSS ENERGY LIMITED | 3.9% | 1.4% | 1.4% |
|
DEEP YELLOW LTD | 4.3% | 1.3% | 1.3% |
 |
CGN MINING CO LTD | 3.7% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
URNJ Overweight Relative to URA
 |
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% |
URNJ Underweight Relative to URA
|
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% |