{"url":"https://etfiq.com/themes/nuclear","section":"themes","title":"Uranium and nuclear ETFs: All 10 Compared | ETFIQ","description":"Compare all 10 uranium and nuclear ETFs by net assets, fee, one-year return and what they hold, as of Oct 21, 2026. Measured by holdings, not by name.","as_of":"Oct 21, 2026","structured_data":[{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"How many nuclear and uranium ETFs are there?","acceptedAnswer":{"@type":"Answer","text":"ETFIQ covers 10 US listed nuclear and uranium ETFs as of Oct 21, 2026. That is every one it can measure from the fund\u2019s own published holdings."}},{"@type":"Question","name":"What is the largest nuclear and uranium ETF?","acceptedAnswer":{"@type":"Answer","text":"URA, Global X Uranium ETF, at $5.4bn in net assets as of Oct 12, 2026, the largest of the 10 nuclear and uranium ETFs with a published size."}},{"@type":"Question","name":"What is the cheapest nuclear and uranium ETF?","acceptedAnswer":{"@type":"Answer","text":"URAN, Themes Uranium & Nuclear ETF, at 0.35% a year by its prospectus filed Jan 27, 2026, the lowest fee of the 10 nuclear and uranium ETFs that publish one."}},{"@type":"Question","name":"Which nuclear and uranium ETF has performed best over the past year?","acceptedAnswer":{"@type":"Answer","text":"UX, Roundhill Uranium ETF, at +3.0% total return over the year to Oct 21, 2026, the highest of the 8 nuclear and uranium ETFs with a full year of trading behind them. Past returns do not predict future ones."}},{"@type":"Question","name":"What do nuclear and uranium ETFs hold?","acceptedAnswer":{"@type":"Answer","text":"Funds that hold uranium miners, reactor builders and the utilities that run nuclear plants. They are one category here because the funds are: the largest holding of the reactor funds and of the uranium funds is the same company, Cameco. Between them the 10 nuclear and uranium ETFs ETFIQ can read name 71 companies in their ten largest holdings, by holdings dated May 31, 2026 to Oct 21, 2026, most widely Oklo Inc, which is among the ten largest of 3 of them."}},{"@type":"Question","name":"Do nuclear and uranium ETFs hold the same companies?","acceptedAnswer":{"@type":"Answer","text":"It depends which two. Across the 45 pairs of the 10 nuclear and uranium ETFs with a full published book, by holdings dated May 31, 2026 to Oct 21, 2026, NLR and SMRF hold 55% of their weight in the same companies, URNJ and UX hold 0%, and the middle pair holds 27%. Two funds sold on one theme are not the same fund."}}]},{"@type":"ItemList","name":"Uranium and nuclear ETFs: All 10 Compared","numberOfItems":10,"itemListElement":[{"@type":"ListItem","position":1,"name":"URA","url":"https://etfiq.com/funds/ura"},{"@type":"ListItem","position":2,"name":"NLR","url":"https://etfiq.com/funds/nlr"},{"@type":"ListItem","position":3,"name":"URNM","url":"https://etfiq.com/funds/urnm"},{"@type":"ListItem","position":4,"name":"NUKZ","url":"https://etfiq.com/funds/nukz"},{"@type":"ListItem","position":5,"name":"URNJ","url":"https://etfiq.com/funds/urnj"},{"@type":"ListItem","position":6,"name":"RCTR","url":"https://etfiq.com/funds/rctr"},{"@type":"ListItem","position":7,"name":"URAN","url":"https://etfiq.com/funds/uran"},{"@type":"ListItem","position":8,"name":"SMRF","url":"https://etfiq.com/funds/smrf"},{"@type":"ListItem","position":9,"name":"UX","url":"https://etfiq.com/funds/ux"},{"@type":"ListItem","position":10,"name":"TNUK","url":"https://etfiq.com/funds/tnuk"}]},{"@type":"ItemList","name":"The 10 largest nuclear and uranium ETFs","itemListOrder":"https://schema.org/ItemListOrderDescending","numberOfItems":10,"itemListElement":[{"@type":"ListItem","position":1,"name":"URA","url":"https://etfiq.com/funds/ura"},{"@type":"ListItem","position":2,"name":"NLR","url":"https://etfiq.com/funds/nlr"},{"@type":"ListItem","position":3,"name":"URNM","url":"https://etfiq.com/funds/urnm"},{"@type":"ListItem","position":4,"name":"NUKZ","url":"https://etfiq.com/funds/nukz"},{"@type":"ListItem","position":5,"name":"URNJ","url":"https://etfiq.com/funds/urnj"},{"@type":"ListItem","position":6,"name":"RCTR","url":"https://etfiq.com/funds/rctr"},{"@type":"ListItem","position":7,"name":"URAN","url":"https://etfiq.com/funds/uran"},{"@type":"ListItem","position":8,"name":"SMRF","url":"https://etfiq.com/funds/smrf"},{"@type":"ListItem","position":9,"name":"UX","url":"https://etfiq.com/funds/ux"},{"@type":"ListItem","position":10,"name":"TNUK","url":"https://etfiq.com/funds/tnuk"}]},{"@type":"Dataset","name":"Uranium and nuclear ETFs: all 10 compared","description":"Compare all 10 uranium and nuclear ETFs by net assets, fee, one-year return and what they hold, as of Oct 21, 2026. Measured by holdings, not by name.","url":"https://etfiq.com/themes/nuclear","dateModified":"2026-10-21","inLanguage":"en","creator":{"@id":"https://etfiq.com/#org"},"publisher":{"@id":"https://etfiq.com/#org"},"license":"https://etfiq.com/license/","isAccessibleForFree":true,"creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}],"variableMeasured":["Weight overlap with the S&P 500","Active share","Holdings","Top ten share of the fund","Total return","Fee for the differing part","Expense ratio"],"keywords":["exchange-traded funds","ETF","Thematic ETFs","fund data","SEC filings"]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Thematic ETFs","item":"https://etfiq.com/themes/"},{"@type":"ListItem","position":3,"name":"Nuclear and uranium","item":"https://etfiq.com/themes/nuclear"}]},{"@type":"WebPage","name":"Uranium and nuclear ETFs: All 10 Compared","description":"Compare all 10 uranium and nuclear ETFs by net assets, fee, one-year return and what they hold, as of Oct 21, 2026. Measured by holdings, not by name.","url":"https://etfiq.com/themes/nuclear","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":9506,"truncated":false,"content":"ETFIQ / Thematic ETFs / Nuclear and uranium \n \n Data as of Oct 21, 2026 .\n Uranium and nuclear ETFs: all 10 compared\n See every nuclear and uranium ETF by what it holds, not by its name. Funds that hold uranium miners, reactor builders and the utilities that run nuclear plants. They are one category here because the funds are: the largest holding of the reactor funds and of the uranium funds is the same company, Cameco. 10 funds, largest first. Updated Oct 21, 2026. The typical fund carries 16% of its weight in S&P 500 names, the 41st most of the 53 themes with filed books.\n 10 US listed nuclear and uranium ETFs \n $5.4bn The largest, URA \n 0.35% The cheapest, URAN \n +3.0% Best one year, UX \n\n The short answers\n Least like the S&P 500 URA , Global X Uranium ETF, 0.0% of its weight in S&P 500 companies. Closest pair NLR and SMRF , 55% of their weight in the same companies. What these funds actually own\n Between them the 10 funds' ten largest holdings name 71 companies, of which 19 appear in more than one. Oklo Inc is among the ten largest of 3 of them, at an average of 5.2% of the fund.\n Nuclear and uranium ETFs, the companies their ten largest holdings name. Source: each fund's latest SEC filing or its issuer\u2019s own daily holdings file, read by ETFIQ. Company Among the ten largest of Average weight where it is Largest, and in which fund \n Oklo Inc 3 of 10 5.2% 6.1% in URA \n CAMECO CORPORATION 2 of 10 15.6% 22.2% in URA \n Cameco Corp. CCJ 2 of 10 14.3% 21.1% in URNM \n Sprott Physical Uranium Trust 2 of 10 11.8% 16.8% in URNM \n NexGen Energy Ltd. NXE 2 of 10 8.2% 13.2% in URNM \n Denison Mines Corp. DNN 2 of 10 8.1% 12.0% in URNJ \n Paladin Energy Ltd. PDN 2 of 10 7.3% 10.9% in URNJ \n Constellation Energy Corporation CEG 2 of 10 7.1% 9.6% in URAN \n Energy Fuels Inc. UUUU 2 of 10 6.6% 9.7% in URNJ \n Cameco Corp 2 of 10 6.4% 8.4% in NLR \n Talen Energy Corporation TLN 2 of 10 5.9% 6.9% in TNUK \n BWX Technologies, Inc. BWXT 2 of 10 5.6% 6.6% in TNUK \n CGN Mining Co. Ltd. 2 of 10 5.3% 5.5% in URNJ \n Vistra Corp. VST 2 of 10 4.8% 5.0% in RCTR \n Uranium Energy Corp. UEC 2 of 10 4.6% 5.0% in TNUK \n \n The 15 most widely held of 71. Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.\n The 10 largest nuclear and uranium ETFs\n ETFIQ covers 10 nuclear and uranium ETFs. The largest are URA ( $5.4bn ), NLR ( $3.1bn ) and URNM ( $1.7bn ); fees run 0.35% to 0.85% , as of Oct 12 to 21, 2026 .\n URA Global X Uranium ETF $5.4bn 0.69% \n NLR VanEck Uranium and Nuclear ETF $3.1bn 0.52% \n URNM Sprott Uranium Miners ETF $1.7bn 0.75% \n NUKZ Range Nuclear Renaissance Index ETF $890m 0.85% \n URNJ Sprott Junior Uranium Miners ETF $293m 0.80% \n RCTR First Trust Bloomberg Nuclear Power ETF $29m 0.70% \n URAN Themes Uranium & Nuclear ETF $28m 0.35% \n SMRF ALPS Nautilus SMR, Nuclear & Technology ETF $11m 0.65% \n UX Roundhill Uranium ETF $4m 0.77% \n TNUK Tortoise Nuclear Renaissance ETF $2m 0.75% \n \n Uranium and nuclear ETFs: all 10 compared, as of Oct 21, 2026. Source: ETFIQ. Ticker Fund Issuer Net assets In the S&P 500 Active share Total return 1Y vs its benchmark 1Y Fee \n URA Global X Uranium ETF Global X $5.4bn 0.0% 100.0% \u221225.3% \u221241.3 pts vs ACWI 0.69% \n NLR VanEck Uranium and Nuclear ETF VanEck $3.1bn 15.1% 99.8% \u221232.7% \u221248.8 pts vs ACWI 0.52% \n URNM Sprott Uranium Miners ETF Sprott $1.7bn 0.0% 100.0% \u221219.7% not measured 0.75% \n NUKZ Range Nuclear Renaissance Index ETF Range $890m 23.0% 98.7% \u221214.3% \u221230.4 pts vs ACWI 0.85% \n URNJ Sprott Junior Uranium Miners ETF Sprott $293m 0.0% 100.0% \u221231.5% not measured 0.80% \n RCTR First Trust Bloomberg Nuclear Power ETF First Trust $29m 30.5% 98.9% \u22128.0% \u221224.1 pts vs ACWI 0.70% \n URAN Themes Uranium & Nuclear ETF Themes $28m 24.1% 99.5% \u221229.3% \u221245.4 pts vs ACWI 0.35% \n SMRF ALPS Nautilus SMR, Nuclear & Technology ETF ALPS $11m 27.8% 92.5% first traded 244 days ago \u00b7 0.65% \n UX Roundhill Uranium ETF Roundhill $4m 0.0% 100.0% +3.0% not measured 0.77% \n TNUK Tortoise Nuclear Renaissance ETF Tortoise $2m 17.4% 99.2% first traded 307 days ago \u00b7 0.75% \n \n How much of each pair is the same fund\n The closest pair is NLR and SMRF , which hold 55% of their weight in the same companies. The furthest apart is URNJ and UX at 0%. The middle pair of the 45 is 27%.\n Nuclear and uranium ETFs, the share of each pair\u2019s weight held in the same companies. Read across or down; the figure is the same either way. Cells are shaded against the closest pair here, 55%. Source: each fund\u2019s own filed or daily holdings, read by ETFIQ. URA NLR URNM NUKZ URNJ RCTR URAN SMRF UX TNUK \n URA \u00b7 53% 54% 24% 21% 22% 35% 44% 7% 27% \n NLR 53% \u00b7 42% 27% 24% 26% 52% 55% 0% 46% \n URNM 54% 42% \u00b7 11% 48% 11% 38% 33% 17% 17% \n NUKZ 24% 27% 11% \u00b7 0% 40% 28% 28% 0% 35% \n URNJ 21% 24% 48% 0% \u00b7 5% 30% 19% 0% 3% \n RCTR 22% 26% 11% 40% 5% \u00b7 27% 29% 0% 40% \n URAN 35% 52% 38% 28% 30% 27% \u00b7 42% 0% 30% \n SMRF 44% 55% 33% 28% 19% 29% 42% \u00b7 0% 30% \n UX 7% 0% 17% 0% 0% 0% 0% 0% \u00b7 0% \n TNUK 27% 46% 17% 35% 3% 40% 30% 30% 0% \u00b7 \n \n Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.\n What each fund holds alone\n Nuclear and uranium ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ. Fund Largest holding it alone has Weight All of its own names \n URA SIBANYE STILLWATER LIMITED 2.1% 7.8% \n NUKZ EMERSON ELECTRIC CO. 2.5% 21.6% \n URNJ DevEx Resources Ltd. DEV 0.9% 4.7% \n RCTR The Southern Company SO 5.0% 20.0% \n URAN American Electric Power Co Inc AEP 4.1% 13.7% \n SMRF Astera Labs Inc 2.8% 30.9% \n TNUK Rolls-Royce Holdings PLC RYCEY 5.0% 9.1% \n \n Questions people ask\n How many nuclear and uranium ETFs are there? ETFIQ covers 10 US listed nuclear and uranium ETFs as of Oct 21, 2026. That is every one it can measure from the fund\u2019s own published holdings. What is the largest nuclear and uranium ETF? URA , Global X Uranium ETF, at $5.4bn in net assets as of Oct 12, 2026, the largest of the 10 nuclear and uranium ETFs with a published size. What is the cheapest nuclear and uranium ETF? URAN , Themes Uranium & Nuclear ETF, at 0.35% a year by its prospectus filed Jan 27, 2026, the lowest fee of the 10 nuclear and uranium ETFs that publish one. Which nuclear and uranium ETF has performed best over the past year? UX , Roundhill Uranium ETF, at +3.0% total return over the year to Oct 21, 2026, the highest of the 8 nuclear and uranium ETFs with a full year of trading behind them. Past returns do not predict future ones. What do nuclear and uranium ETFs hold? Funds that hold uranium miners, reactor builders and the utilities that run nuclear plants. They are one category here because the funds are: the largest holding of the reactor funds and of the uranium funds is the same company, Cameco. Between them the 10 nuclear and uranium ETFs ETFIQ can read name 71 companies in their ten largest holdings, by holdings dated May 31, 2026 to Oct 21, 2026, most widely Oklo Inc, which is among the ten largest of 3 of them. Do nuclear and uranium ETFs hold the same companies? It depends which two. Across the 45 pairs of the 10 nuclear and uranium ETFs with a full published book, by holdings dated May 31, 2026 to Oct 21, 2026, NLR and SMRF hold 55% of their weight in the same companies, URNJ and UX hold 0%, and the middle pair holds 27%. Two funds sold on one theme are not the same fund. What the issuers say about this theme\n The issuers behind these nuclear and uranium funds publish their own work on this theme. These are their pages and words, not ETFIQ\u2019s. A fund company writing about a theme it sells is making a case.\n Issuer material on this theme. Links leave ETFIQ. Source: each issuer\u2019s own site. Issuer What they publish Kind \n Global X Global X Insights, including The Next Big Theme Their research index \n VanEck VanEck Insights Their research index \n Sprott Sprott Uranium Watch On this theme \n First Trust First Trust Investment Insights Their research index \n Themes Themes ETFs research insights Their research index \n Roundhill Roundhill research blog Their research index \n \n Where to next\n The largest nuclear and uranium ETFs The cheapest nuclear and uranium ETFs The nuclear and uranium ETFs least like the S&P 500 The nuclear and uranium ETFs that returned most The most concentrated nuclear and uranium ETFs Every thematic ETF Compare two funds The vocabulary Where these figures came from\n Fund holdings from SEC Form N-PORT and from the issuers own daily files SEC EDGAR, full-text search of fund filings SEC Form N-PORT, what a fund filed it holds Rule 19a-1, what a distribution notice must say ETFIQ links to the documents behind every figure; a link is not an endorsement.\n ETFIQ is an independent publisher and makes no recommendations. Standards and sources \n Cite this page. ETFIQ, Uranium and nuclear ETFs: all 10 compared, data as of Oct 21, 2026. https://etfiq.com/themes/nuclear Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, Uranium and nuclear ETFs: all 10 compared, data as of Oct 21, 2026. https://etfiq.com/themes/nuclear APA ETFIQ. (Oct 21, 2026). Uranium and nuclear ETFs: all 10 compared. Retrieved from https://etfiq.com/themes/nuclear Markdown [Uranium and nuclear ETFs: all 10 compared (ETFIQ, Oct 21, 2026)](https://etfiq.com/themes/nuclear)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, Uranium and nuclear ETFs: all 10 compared, data as of Oct 21, 2026. https://etfiq.com/themes/nuclear"}