Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
NUKZ
59
HOLDINGS
50%
ALSO IN SMRF
SMRF
64
HOLDINGS
39%
ALSO IN NUKZ
SECTOR DRIFT (NUKZ minus SMRF)
OVERLAPPING HOLDINGS
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| Company | Weight in NUKZ |
Weight in SMRF |
Overlap | |
|---|---|---|---|---|
 |
ALTC ACQUISITION CORP. CLASS A | 3.4% | 4.1% | 3.4% |
|
DUKE ENERGY CORP | 2.9% | 2.6% | 2.6% |
|
BWX TECHNOLOGIES, INC. | 2.6% | 4.7% | 2.6% |
|
DOMINION RESOURCES INC/VA | 2.9% | 2.5% | 2.5% |
|
URANIUM ENERGY CORP | 2.3% | 4.1% | 2.3% |
NUKZ Overweight Relative to SMRF
 |
CAMECO CORP | 9.1% |
 |
KOREA ELECTRIC POWER CORP | 2.7% |
|
EMERSON ELECTRIC CO | 2.6% |
 |
HITACHI LTD | 2.5% |
 |
FORTUM OYJ | 2.5% |
 |
ENDESA SA | 2.5% |
|
MITSUBISHI HEAVY INDUSTRIES | 2.4% |
|
JACOBS SOLUTIONS INC. | 2.4% |
|
LOCKHEED MARTIN CORP | 2.4% |
|
FUJI ELECTRIC HOLDINGS CO LT | 2.4% |
NUKZ Underweight Relative to SMRF
|
NEXGEN ENERGY LTD. | -4.9% |
|
CAMECO CORP | -4.7% |
 |
NATIONAL ATOMIC COMPANY KAZATOMPROM | -4.6% |
 |
PALADIN ENERGY LIMITED | -2.6% |
|
ENERGY FUELS INC. | -2.3% |
|
ENTERGY CORP | -2.2% |
|
DENISON MINES CORP | -2.2% |
|
BWX TECHNOLOGIES, INC. | -2.1% |
 |
YELLOW CAKE PLC | -1.9% |
|
URANIUM ENERGY CORP | -1.8% |