# Uranium and nuclear ETFs: All 10 Compared

> 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.

Data as of Oct 21, 2026. Rebuilt every trading night.

Data as of Oct 21, 2026 .

## Uranium and nuclear ETFs: all 10 compared

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.

10 US listed nuclear and uranium ETFs

$5.4bn The largest, URA

0.35% The cheapest, URAN

+3.0% Best one year, UX

### The short answers

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

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.

| Company | Among the ten largest of | Average weight where it is | Largest, and in which fund |
| --- | --- | --- | --- |
| Oklo Inc | 3 of 10 | 5.2% | 6.1% in URA |
| CAMECO CORPORATION | 2 of 10 | 15.6% | 22.2% in URA |
| Cameco Corp. CCJ | 2 of 10 | 14.3% | 21.1% in URNM |
| Sprott Physical Uranium Trust | 2 of 10 | 11.8% | 16.8% in URNM |
| NexGen Energy Ltd. NXE | 2 of 10 | 8.2% | 13.2% in URNM |
| Denison Mines Corp. DNN | 2 of 10 | 8.1% | 12.0% in URNJ |
| Paladin Energy Ltd. PDN | 2 of 10 | 7.3% | 10.9% in URNJ |
| Constellation Energy Corporation CEG | 2 of 10 | 7.1% | 9.6% in URAN |
| Energy Fuels Inc. UUUU | 2 of 10 | 6.6% | 9.7% in URNJ |
| Cameco Corp | 2 of 10 | 6.4% | 8.4% in NLR |
| Talen Energy Corporation TLN | 2 of 10 | 5.9% | 6.9% in TNUK |
| BWX Technologies, Inc. BWXT | 2 of 10 | 5.6% | 6.6% in TNUK |
| CGN Mining Co. Ltd. | 2 of 10 | 5.3% | 5.5% in URNJ |
| Vistra Corp. VST | 2 of 10 | 4.8% | 5.0% in RCTR |
| Uranium Energy Corp. UEC | 2 of 10 | 4.6% | 5.0% in TNUK |

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.

### The 10 largest nuclear and uranium ETFs

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 .

- URA Global X Uranium ETF $5.4bn 0.69%

- NLR VanEck Uranium and Nuclear ETF $3.1bn 0.52%

- URNM Sprott Uranium Miners ETF $1.7bn 0.75%

- NUKZ Range Nuclear Renaissance Index ETF $890m 0.85%

- URNJ Sprott Junior Uranium Miners ETF $293m 0.80%

- RCTR First Trust Bloomberg Nuclear Power ETF $29m 0.70%

- URAN Themes Uranium & Nuclear ETF $28m 0.35%

- SMRF ALPS Nautilus SMR, Nuclear & Technology ETF $11m 0.65%

- UX Roundhill Uranium ETF $4m 0.77%

- TNUK Tortoise Nuclear Renaissance ETF $2m 0.75%

| Ticker | Fund | Issuer | Net assets | In the S&P 500 | Active share | Total return 1Y | vs its benchmark 1Y | Fee |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| URA | Global X Uranium ETF | Global X | $5.4bn | 0.0% | 100.0% | −25.3% | −41.3 pts vs ACWI | 0.69% |
| NLR | VanEck Uranium and Nuclear ETF | VanEck | $3.1bn | 15.1% | 99.8% | −32.7% | −48.8 pts vs ACWI | 0.52% |
| URNM | Sprott Uranium Miners ETF | Sprott | $1.7bn | 0.0% | 100.0% | −19.7% | not measured | 0.75% |
| NUKZ | Range Nuclear Renaissance Index ETF | Range | $890m | 23.0% | 98.7% | −14.3% | −30.4 pts vs ACWI | 0.85% |
| URNJ | Sprott Junior Uranium Miners ETF | Sprott | $293m | 0.0% | 100.0% | −31.5% | not measured | 0.80% |
| RCTR | First Trust Bloomberg Nuclear Power ETF | First Trust | $29m | 30.5% | 98.9% | −8.0% | −24.1 pts vs ACWI | 0.70% |
| URAN | Themes Uranium & Nuclear ETF | Themes | $28m | 24.1% | 99.5% | −29.3% | −45.4 pts vs ACWI | 0.35% |
| SMRF | ALPS Nautilus SMR, Nuclear & Technology ETF | ALPS | $11m | 27.8% | 92.5% | first traded 244 days ago | · | 0.65% |
| UX | Roundhill Uranium ETF | Roundhill | $4m | 0.0% | 100.0% | +3.0% | not measured | 0.77% |
| TNUK | Tortoise Nuclear Renaissance ETF | Tortoise | $2m | 17.4% | 99.2% | first traded 307 days ago | · | 0.75% |

### How much of each pair is the same fund

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%.

| | URA | NLR | URNM | NUKZ | URNJ | RCTR | URAN | SMRF | UX | TNUK |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| URA | · | 53% | 54% | 24% | 21% | 22% | 35% | 44% | 7% | 27% |
| NLR | 53% | · | 42% | 27% | 24% | 26% | 52% | 55% | 0% | 46% |
| URNM | 54% | 42% | · | 11% | 48% | 11% | 38% | 33% | 17% | 17% |
| NUKZ | 24% | 27% | 11% | · | 0% | 40% | 28% | 28% | 0% | 35% |
| URNJ | 21% | 24% | 48% | 0% | · | 5% | 30% | 19% | 0% | 3% |
| RCTR | 22% | 26% | 11% | 40% | 5% | · | 27% | 29% | 0% | 40% |
| URAN | 35% | 52% | 38% | 28% | 30% | 27% | · | 42% | 0% | 30% |
| SMRF | 44% | 55% | 33% | 28% | 19% | 29% | 42% | · | 0% | 30% |
| UX | 7% | 0% | 17% | 0% | 0% | 0% | 0% | 0% | · | 0% |
| TNUK | 27% | 46% | 17% | 35% | 3% | 40% | 30% | 30% | 0% | · |

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.

### What each fund holds alone

| Fund | Largest holding it alone has | Weight | All of its own names |
| --- | --- | --- | --- |
| URA | SIBANYE STILLWATER LIMITED | 2.1% | 7.8% |
| NUKZ | EMERSON ELECTRIC CO. | 2.5% | 21.6% |
| URNJ | DevEx Resources Ltd. DEV | 0.9% | 4.7% |
| RCTR | The Southern Company SO | 5.0% | 20.0% |
| URAN | American Electric Power Co Inc AEP | 4.1% | 13.7% |
| SMRF | Astera Labs Inc | 2.8% | 30.9% |
| TNUK | Rolls-Royce Holdings PLC RYCEY | 5.0% | 9.1% |

### Questions people ask

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’s 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

The issuers behind these nuclear and uranium funds publish their own work on this theme. These are their pages and words, not ETFIQ’s. A fund company writing about a theme it sells is making a case.

| Issuer | What they publish | Kind |
| --- | --- | --- |
| Global X | Global X Insights, including The Next Big Theme | Their research index |
| VanEck | VanEck Insights | Their research index |
| Sprott | Sprott Uranium Watch | On this theme |
| First Trust | First Trust Investment Insights | Their research index |
| Themes | Themes ETFs research insights | Their research index |
| Roundhill | Roundhill research blog | Their research index |

### Where to next

### Where these figures came from

ETFIQ links to the documents behind every figure; a link is not an endorsement.

ETFIQ is an independent publisher and makes no recommendations. Standards and sources

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Uranium and nuclear ETFs: all 10 compared, data as of Oct 21, 2026. https://etfiq.com/themes/nuclear
Licence: https://etfiq.com/license/ Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/themes/nuclear