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
URNJ
22
HOLDINGS
33%
ALSO IN NLR
NLR
29
HOLDINGS
30%
ALSO IN URNJ
SECTOR DRIFT (URNJ minus NLR)
OVERLAPPING HOLDINGS
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| Company | Weight in URNJ |
Weight in NLR |
Overlap | |
|---|---|---|---|---|
 |
DENISON MINES CORP | 12.3% | 5.6% | 5.6% |
 |
PALADIN ENERGY LIMITED | 13.9% | 5.0% | 5.0% |
|
ENERGY FUELS INC. | 14.3% | 4.8% | 4.8% |
 |
CGN MINING CO LTD | 4.6% | 3.5% | 3.5% |
|
NEXGEN ENERGY LTD. | 11.3% | 2.5% | 2.5% |
URNJ Overweight Relative to NLR
|
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% |
URNJ Underweight Relative to NLR
|
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% |