Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
URA
51
HOLDINGS
29%
ALSO IN NLR
NLR
30
HOLDINGS
60%
ALSO IN URA
SECTOR DRIFT (URA minus NLR)
OVERLAPPING HOLDINGS
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| Company | Weight in URA |
Weight in NLR |
Overlap | |
|---|---|---|---|---|
 |
URANIUM ENERGY CORP | 5.4% | 4.2% | 4.2% |
|
CENTRUS ENERGY CORP. CLASS A | 3.1% | 4.1% | 3.1% |
 |
PALADIN ENERGY LIMITED | 3.1% | 3.9% | 3.1% |
|
NUSCALE POWER CORPORATION CLASS A | 1.8% | 4.2% | 1.8% |
 |
YELLOW CAKE PLC | 1.7% | 2.7% | 1.7% |
URA Overweight Relative to NLR
 |
CAMECO CORP | 23.2% |
|
NEXGEN ENERGY LTD. | 6.2% |
|
ALTC ACQUISITION CORP. CLASS A | 5.7% |
 |
NATIONAL ATOMIC COMPANY KAZATOMPROM | 4.5% |
|
ENERGY FUELS INC. | 3.8% |
 |
CHEIL INDUSTRIES INC | 3.6% |
|
BHP BILLITON LTD | 3.0% |
|
DAEWOO ENGINEERING & CONSTR | 3.0% |
|
DENISON MINES CORP | 2.9% |
|
HYUNDAI ENGINEERING & CONST | 2.8% |
URA Underweight Relative to NLR
|
CAMECO CORP | -8.1% |
|
CONSTELLATION ENERGY CORPORATION | -8.1% |
|
BWX TECHNOLOGIES, INC. | -7.0% |
|
PUBLIC SERVICE ENTERPRISE GP | -6.3% |
|
P G & E CORP | -5.4% |
 |
FORTUM OYJ | -4.8% |
|
DENISON MINES CORP | -4.1% |
|
ENERGY FUELS INC. | -4.1% |
 |
CEZ AS | -3.1% |
|
NUSCALE POWER CORPORATION CLASS A | -2.4% |