Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
URNJ
25
HOLDINGS
33%
ALSO IN NLR
NLR
29
HOLDINGS
35%
ALSO IN URNJ
SECTOR DRIFT (URNJ minus NLR)
OVERLAPPING HOLDINGS
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| Company | Weight in URNJ |
Weight in NLR |
Overlap | |
|---|---|---|---|---|
 |
URANIUM ENERGY CORP | 17.5% | 7.1% | 7.1% |
 |
DENISON MINES CORP | 12.9% | 5.4% | 5.4% |
 |
PALADIN ENERGY LIMITED | 11.3% | 3.7% | 3.7% |
|
NEXGEN ENERGY LTD. | 10.8% | 3.4% | 3.4% |
|
ENERGY FUELS INC. | 8.4% | 3.3% | 3.3% |
URNJ Overweight Relative to NLR
|
URANIUM ENERGY CORP | 10.4% |
|
PALADIN ENERGY LIMITED | 7.5% |
|
DENISON MINES CORP | 7.5% |
|
NEXGEN ENERGY LTD. | 7.4% |
|
ENERGY FUELS INC. | 5.2% |
|
UR-ENERGY INC | 4.0% |
 |
CGN MINING CO LTD | 3.0% |
|
BANNERMAN RESOURCES LTD | 2.8% |
|
DEEP YELLOW LTD | 2.2% |
|
LOTUS RESOURCES LIMITED | 1.8% |
URNJ Underweight Relative to NLR
|
CONSTELLATION ENERGY CORPORATION | -7.4% |
|
CAMECO CORP | -6.9% |
|
BWX TECHNOLOGIES, INC. | -6.2% |
|
CENTRUS ENERGY CORP. CLASS A | -5.3% |
|
PUBLIC SERVICE ENTERPRISE GP | -5.0% |
|
ALTC ACQUISITION CORP. CLASS A | -4.6% |
|
P G & E CORP | -4.3% |
 |
YELLOW CAKE PLC | -3.4% |
|
NUSCALE POWER CORPORATION CLASS A | -3.3% |
 |
CEZ AS | -3.1% |