Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
79.2%
% of URNJ's 24 holdings also in URA
40.4%
% of URA's 47 holdings also in URNJ
Overlap by Weight
Sector Drift (URNJ minus URA)
Overlapping Holdings
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| Company | Weight in URNJ |
Weight in URA |
Overlap | |
|---|---|---|---|---|
 |
URANIUM ENERGY CORP | 11.3% | 4.8% | 4.8% |
 |
PALADIN ENERGY LIMITED | 10.4% | 2.5% | 2.5% |
|
BOSS ENERGY LIMITED | 6.9% | 1.4% | 1.4% |
|
DEEP YELLOW LTD | 5.5% | 1.2% | 1.2% |
 |
CGN MINING CO LTD | 5.7% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
URNJ Overweight Relative to URA
 |
DENISON MINES CORP | 10.9% |
|
NEXGEN ENERGY LTD. | 10.5% |
|
PALADIN ENERGY LIMITED | 7.9% |
|
URANIUM ENERGY CORP | 6.6% |
|
BOSS ENERGY LIMITED | 5.5% |
|
ENERGY FUELS INC. | 5.0% |
|
CGN MINING CO LTD | 4.7% |
|
DEEP YELLOW LTD | 4.3% |
|
UR-ENERGY INC | 3.3% |
|
BANNERMAN RESOURCES LTD | 2.7% |
URNJ Underweight Relative to URA
|
CAMECO CORP | -22.2% |
|
NEXGEN ENERGY LTD. | -5.6% |
 |
NATIONAL ATOMIC COMPANY KAZATOMPROM | -4.4% |
 |
HYUNDAI ENGINEERING & CONST | -3.6% |
|
ALTC ACQUISITION CORP. CLASS A | -3.5% |
|
NUSCALE POWER CORPORATION CLASS A | -3.4% |
 |
MITSUBISHI HEAVY INDUSTRIES | -3.2% |
 |
SIBANYE GOLD LTD | -3.2% |
|
DOOSAN HEAVY INDUSTRIES | -2.9% |
|
DENISON MINES CORP | -2.7% |