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Data as of .

GDX vs URA: which is really different?

GDX and URA hold 0% of their weight in the same names, and GDX returned more over the year.

VanEck Gold Miners ETF and Global X Uranium ETF, side by side, thematic ETFs on ETFIQ.

11.0%GDX in the S&P 500
0.0%URA in the S&P 500
+40.2%GDX total return, 1 year
+7.0%URA total return, 1 year

ETFIQ Off-Index Score: URA scores higher

How much of it is not the index it is sold as an alternative to?

GDX 76.8URA 91.40.1, the lowest in this set91.4, the highest

A percentile among the 349 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

GDX89% of its weight is outside the S&P 500 · 1 year to Sep 11, 2026
11%89%inof its weight outside the S&P 500active share 100% · top ten 58% of the fund · 59 holdings filed Sep 10, 2026 · Nasdaq-100: 0% in11%89%inof its weight outside the S&P 500active share 100% · top ten 58% of the fund
URA100% of its weight is outside the S&P 500 · 1 year to Sep 11, 2026
0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 61% of the fund · 58 holdings filed Sep 11, 2026 · Nasdaq-100: 0% in0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 61% of the fund

0% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, GDX and URA hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in GDXOnly in URA
Agnico Eagle Mines Ltd 10.67%CAMECO CORP 22.39%
Newmont Corp 10.42%SPROTT PHYSICAL URANIUM TR 6.46%
Barrick Mining Corp 7.95%NEXGEN ENERGY LTD 5.88%
Wheaton Precious Metals Corp 5.61%OKLO INC 5.12%
Anglogold Ashanti Plc 5.04%URANIUM ENERGY CORP 4.72%
Franco-Nevada Corp 4.89%NAC KAZATOMPROM JSC-GDR REGS 4.42%
Kinross Gold Corp 4.40%PALADIN ENERGY LTD 3.15%
Gold Fields Ltd 4.07%ENERGY FUELS INC 3.09%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 11, 2026.

Performance, window by window

GDX and URA over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
GDXURAGDXURAGDXURA
3 months+21.3%−4.4%+18.0 pts−7.7 pts+22.1 pts−3.6 pts
6 months+4.1%−11.7%−11.9 pts−27.7 pts−16.6 pts−32.4 pts
1 year+40.2%+7.0%+22.7 pts−10.5 pts+17.2 pts−15.9 pts
3 years+249.2%+100.1%+171.3 pts+22.2 pts+154.1 pts+5.0 pts
Since launch+137.2%−34.6%−667.2 pts−758.0 pts−1536.8 pts−1460.8 pts
Open the live comparison on ETFIQ
GDX and URA on the same fields, as of Sep 11, 2026. Source: ETFIQ.
GDX
VanEck Gold Miners ETF
Holds 59 stocks in miners and metals, 11% of its weight in S&P 500 companies
URA
Global X Uranium ETF
Holds 58 stocks in nuclear and uranium, 0% of its weight in S&P 500 companies
IssuerVanEckGlobal X
ThemeMiners and metalsNuclear and uranium
In the S&P 50011.0%0.0%
Active share vs the S&P 50099.8%100.0%
In the Nasdaq-1000.0%0.0%
Holdings5958
Top ten, share of the fund58.2%60.9%
Expense ratio0.51%0.69%
Fee for the differing part0.51%0.69%
Total return, 1 year+40.2%+7.0%
vs the S&P 500+22.7 pts−10.5 pts
vs the Nasdaq-100+17.2 pts−15.9 pts
Below its high−16.2%−50.4%

GDX in plain words

By weight, 11% of GDX's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 58% of the fund across 59 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned +40.2% with distributions reinvested against +17.5% for the S&P 500, so a holder was ahead by 22.7 pts. It sits 16.2% below its all-time high of Feb 27, 2026.

URA in plain words

By weight, 0% of URA's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 61% of the fund across 58 positions, as published by its issuer for Sep 11, 2026. Over the year to Sep 11, 2026 the fund returned +7.0% with distributions reinvested against +17.5% for the S&P 500, so a holder was behind by 10.5 pts. It sits 50.4% below its all-time high of Feb 2, 2011.

Questions people ask

Do GDX and URA hold the same stocks?
By their latest filings, 0% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, GDX or URA?
GDX has 11% of its weight in S&P 500 names and URA has 0%, so URA differs more from the index.
Which is cheaper, GDX or URA?
GDX charges 0.51% a year and URA charges 0.69%, so GDX is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

GDX against URA, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, GDX against URA, data as of Sep 11, 2026. https://etfiq.com/compare/themes/GDX-URA Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources