Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
NLR
29
HOLDINGS
30%
ALSO IN URNJ
URNJ
22
HOLDINGS
33%
ALSO IN NLR
SECTOR DRIFT (NLR minus URNJ)
OVERLAPPING HOLDINGS
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| Company | Weight in NLR |
Weight in URNJ |
Overlap | |
|---|---|---|---|---|
 |
DENISON MINES CORP | 5.6% | 12.3% | 5.6% |
 |
PALADIN ENERGY LIMITED | 5.0% | 13.9% | 5.0% |
|
ENERGY FUELS INC. | 4.8% | 14.3% | 4.8% |
 |
CGN MINING CO LTD | 3.5% | 4.6% | 3.5% |
|
NEXGEN ENERGY LTD. | 2.5% | 11.3% | 2.5% |
NLR Overweight Relative to URNJ
|
CAMECO CORP | 9.1% |
 |
URANIUM ENERGY CORP | 5.6% |
|
CONSTELLATION ENERGY CORPORATION | 5.5% |
|
BWX TECHNOLOGIES, INC. | 5.5% |
|
ALTC ACQUISITION CORP. CLASS A | 4.5% |
|
PUBLIC SERVICE ENTERPRISE GP | 4.4% |
|
CENTRUS ENERGY CORP. CLASS A | 4.3% |
|
P G & E CORP | 4.0% |
|
NUSCALE POWER CORPORATION CLASS A | 3.8% |
 |
YELLOW CAKE PLC | 3.3% |
NLR Underweight Relative to URNJ
|
ENERGY FUELS INC. | -9.5% |
|
PALADIN ENERGY LIMITED | -8.9% |
|
NEXGEN ENERGY LTD. | -8.8% |
|
DENISON MINES CORP | -6.8% |
|
UR-ENERGY INC | -3.4% |
|
BOSS ENERGY LIMITED | -3.3% |
|
BANNERMAN RESOURCES LTD | -3.0% |
|
DEEP YELLOW LTD | -2.7% |
|
GLOBAL ATOMIC CORPORATION | -1.7% |
|
MEGA URANIUM LTD | -1.3% |