Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
80.0%
% of URNJ's 26 holdings also in URA
43.5%
% 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 | 11.4% | 4.6% | 4.6% |
 |
BOSS ENERGY LIMITED | 4.9% | 2.7% | 2.7% |
|
DEEP YELLOW LTD | 4.9% | 1.4% | 1.4% |
 |
CGN MINING CO LTD | 4.2% | 1.2% | 1.2% |
 |
FISSION URANIUM CORP. | 3.7% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
URNJ Overweight Relative to URA
|
PALADIN ENERGY LIMITED | 14.9% |
|
NEXGEN ENERGY LTD. | 12.7% |
|
DENISON MINES CORP | 11.1% |
|
URANIUM ENERGY CORP | 6.8% |
|
DEEP YELLOW LTD | 3.5% |
|
ENERGY FUELS INC. | 3.3% |
|
CGN MINING CO LTD | 3.0% |
|
FISSION URANIUM CORP. | 2.6% |
|
UR-ENERGY INC | 2.2% |
|
BOSS ENERGY LIMITED | 2.2% |
URNJ Underweight Relative to URA
|
CAMECO CORP | -24.8% |
|
NEXGEN ENERGY LTD. | -6.2% |
 |
NATIONAL ATOMIC COMPANY KAZATOMPROM | -4.4% |
|
DENISON MINES CORP | -3.9% |
 |
YELLOW CAKE PLC | -3.6% |
 |
MITSUBISHI HEAVY INDUSTRIES | -3.1% |
 |
SIBANYE GOLD LTD | -2.6% |
 |
CHEIL INDUSTRIES INC | -2.5% |
|
DOOSAN HEAVY INDUSTRIES | -2.4% |
|
HYUNDAI ENGINEERING & CONST | -2.1% |