Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
30.8%
% of URNJ's 26 holdings also in URAN
25.0%
% of URAN's 32 holdings also in URNJ
Overlap by Weight
Sector Drift (URNJ minus URAN)
Overlapping Holdings
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| Company | Weight in URNJ |
Weight in URAN |
Overlap | |
|---|---|---|---|---|
 |
URANIUM ENERGY CORP | 17.4% | 5.7% | 5.7% |
 |
CGN MINING CO LTD | 3.7% | 3.6% | 3.6% |
 |
BOSS ENERGY LIMITED | 3.9% | 2.9% | 2.9% |
|
PALADIN ENERGY LIMITED | 5.2% | 2.7% | 2.7% |
 |
FISSION URANIUM CORP. | 2.4% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
URNJ Overweight Relative to URAN
|
NEXGEN ENERGY LTD. | 15.9% |
|
DENISON MINES CORP | 13.5% |
|
URANIUM ENERGY CORP | 11.7% |
|
ENERGY FUELS INC. | 6.2% |
|
DEEP YELLOW LTD | 4.3% |
|
UR-ENERGY INC | 2.9% |
|
PALADIN ENERGY LIMITED | 2.5% |
|
BANNERMAN RESOURCES LTD | 2.1% |
|
ISOENERGY LTD. | 1.8% |
|
GLOBAL ATOMIC CORPORATION | 1.2% |
URNJ Underweight Relative to URAN
|
NUSCALE POWER CORPORATION CLASS A | -10.6% |
|
CAMECO CORP | -8.7% |
|
CONSTELLATION ENERGY CORPORATION | -8.5% |
|
CENTRUS ENERGY CORP. CLASS A | -5.3% |
|
P G & E CORP | -5.0% |
|
NEXGEN ENERGY LTD. | -4.7% |
|
DENISON MINES CORP | -3.9% |
 |
CHINA NATIONAL NUCLEAR POWER CO., LT | -3.7% |
 |
YELLOW CAKE PLC | -3.6% |
|
MIRION TECHNOLOGIES, INC. CLASS A | -3.4% |