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
NLR
29
HOLDINGS
30%
ALSO IN URNJ
URNJ
25
HOLDINGS
32%
ALSO IN NLR
SECTOR DRIFT (NLR minus URNJ)
OVERLAPPING HOLDINGS

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Company Weight
in NLR
Weight
in URNJ
Overlap
DENISON MINES CORP 5.6% 13.6% 5.6%
PALADIN ENERGY LIMITED 4.5% 13.7% 4.5%
ENERGY FUELS INC. 4.3% 13.9% 4.3%
CGN MINING CO LTD 3.6% 5.2% 3.6%
NEXGEN ENERGY LTD. 2.7% 11.6% 2.7%
NLR Overweight Relative to URNJ
CAMECO CORP 8.9%
BWX TECHNOLOGIES, INC. 5.5%
URANIUM ENERGY CORP 5.2%
CONSTELLATION ENERGY CORPORATION 5.2%
PUBLIC SERVICE ENTERPRISE GP 4.8%
P G & E CORP 4.7%
CENTRUS ENERGY CORP. CLASS A 4.1%
ALTC ACQUISITION CORP. CLASS A 3.9%
NUSCALE POWER CORPORATION CLASS A 3.6%
CEZ AS 3.3%
NLR Underweight Relative to URNJ
ENERGY FUELS INC. -9.6%
PALADIN ENERGY LIMITED -9.2%
NEXGEN ENERGY LTD. -9.0%
DENISON MINES CORP -7.9%
UR-ENERGY INC -3.4%
DEEP YELLOW LTD -3.2%
BANNERMAN RESOURCES LTD -3.0%
BOSS ENERGY LIMITED -3.0%
LOTUS RESOURCES LIMITED -2.3%
GLOBAL ATOMIC CORPORATION -1.6%
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