Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
25%
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 | |
|---|---|---|---|---|
 |
DENISON MINES CORP | 13.3% | 4.6% | 4.6% |
 |
URANIUM ENERGY CORP | 17.3% | 4.2% | 4.2% |
|
ENERGY FUELS INC. | 11.3% | 4.1% | 4.1% |
 |
PALADIN ENERGY LIMITED | 10.7% | 3.7% | 3.7% |
 |
CGN MINING CO LTD | 6.2% | 2.9% | 2.9% |
URNJ Overweight Relative to NLR
|
URANIUM ENERGY CORP | 13.1% |
|
DENISON MINES CORP | 8.8% |
|
NEXGEN ENERGY LTD. | 8.1% |
|
ENERGY FUELS INC. | 7.2% |
|
PALADIN ENERGY LIMITED | 7.1% |
|
UR-ENERGY INC | 3.6% |
|
CGN MINING CO LTD | 3.2% |
|
BANNERMAN RESOURCES LTD | 2.3% |
|
DEEP YELLOW LTD | 1.9% |
|
LOTUS RESOURCES LIMITED | 1.5% |
URNJ Underweight Relative to NLR
|
CAMECO CORP | -8.1% |
|
CONSTELLATION ENERGY CORPORATION | -7.4% |
|
ALTC ACQUISITION CORP. CLASS A | -7.0% |
|
BWX TECHNOLOGIES, INC. | -6.0% |
|
CENTRUS ENERGY CORP. CLASS A | -5.9% |
|
NUSCALE POWER CORPORATION CLASS A | -4.6% |
|
PUBLIC SERVICE ENTERPRISE GP | -3.9% |
|
P G & E CORP | -3.8% |
|
SILEX SYSTEMS LIMITED | -3.2% |
 |
FORTUM OYJ | -3.2% |