Nuclear & Uranium−38.1%

By assets, past year10 ETFsthe 7th largest of Thematic’s nine themes

Data as of Nov 3, 2026 · a scoreboard, not advice

Rank
9th of 9
Funds
10
Assets
$10.5B
Of Thematic
3%
All Thematic
+20.2%
−20%0%+20%Jan 1Nov 3NUKZ−11.1%$604MURA−22.9%$4.7BURNM−24.3%$1.7BNLR−27.8%$3.1BS&P 500+11.2%VOOThe 4 largest Nuclear & uranium funds against the S&P 500 · YTDStory of the year · Largest fundsYTDThe Four LargestURA · NLR · URNM · NUKZ · $10.1B of $10.5B97%of the theme’s money is in these 4
02 / 04

Nuclear & Uranium ETFs

YTD
−20%0%+20%+40%Jan 1Nov 3Thematic avg +6.5%NUKZ −11.1%URA −22.9%URNM −24.3%
−20%0%+20%+40%Jan 1Nov 3Thematic avg +6.5%NUKZ −11.1%URA −22.9%URNM −24.3%
−24.2%10 funds · $10.5B
asset-weighted
Share of Thematic money3%
Largest fundsYTD
URA$4.7B−22.9%
NLR$3.1B−27.8%
URNM$1.7B−24.3%
NUKZ$604M−11.1%
6 more funds$364M
End-of-day Nov 3, 2026 · theme YTD is asset-weighted
@TheETFTracker·etftracker.io

URA vs NLR

YTD
URANLR3–1URA first
Jan 1Nov 3−22.9%−27.8%
−22.9%Year to date−27.8%
−38.6%Past year−41.8%
0.69%Fee0.52%
$4.7BAssets$3.1B
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Largest Nuclear & Uranium ETFs

Today
#Trend
1URAGlobal X - Uranium ETFGlobal XReadDesk0.69%6.3%−2.4%−17.2%−22.5%−22.9%−38.6%+45.7%+38.6%$4.7B
2NLRVanEck Uranium and Nuclear ETFVanEckReadDesk0.52%3.5%−2.3%−12.7%−21.3%−27.8%−41.8%+41.1%+77.1%$3.1B
3URNMSprott Uranium Miners ETFSprottReadDesk0.75%4.2%−1.9%−12.4%−19.9%−24.3%−34.6%+2.2%+2.0%$1.7B
4NUKZRange Nuclear Renaissance Index ETFRangeReadDesk0.85%1.0%−0.7%−7.3%−15.6%−11.1%−22.8%——$604M
5URNJSprott Junior Uranium Miners ETFSprottReadDesk0.80%9.8%−2.3%−16.2%−26.7%−33.0%−44.0%−12.7%—$293M
6RCTRFirst Trust Exchange-Traded Fund II - First Trust Bloomberg Nuclear Power ETFFirst TrustReadDesk0.70%0.9%−0.5%−5.9%−11.2%−6.5%−16.5%——$29M
7URANThemes Uranium & Nuclear ETFThemesReadDesk0.35%3.4%−0.7%−8.5%−16.8%−24.2%−37.5%——$22M
8SMRFALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFALPS · new fundReadDesk0.65%1.9%−2.6%−17.3%−23.9%new———$14M
9UXRoundhill Investments - Uranium ETFRoundhillReadDesk0.75%1.6%−0.6%−2.0%+0.2%−6.2%−7.7%——$4M
10TNUKTortoise Nuclear Renaissance ETFTortoiseReadDesk0.75%0.0%−0.6%−5.3%−14.8%−16.2%———$1M
1–10 of 10 · 10 Nuclear & uranium funds
VOOS&P 500, for referenceFee 0.03%YTD +11.2%1Y +11.8%3Y +89.5%Assets $1.70TOpen all 10 in desk
End-of-day Nov 3, 2026 · total returns · fee and yield per year
@TheETFTracker·etftracker.io

Closer In

Inside URA

Today
23.0%of URA is in CCO.TO alone · 60 holdings
By sector
EnergyCCO.TO · NXE.TO56.1%
Industrials8001.T · XE24.0%
Financial ServicesU-U.TO8.2%
Basic MaterialsSSW.JO · BHP.AX5.1%
UtilitiesOKLO · IMSR4.9%
TechnologySLX.AX0.7%
Other holdingsASN.AX1.1%
Top 8 holdings
CCO.TOCameco23.0%
U-U.TOSprott Physical Uranium TR8.2%
NXE.TONexgen Energy6.4%
KAP.ILNAC Kazatomprom JSC-GDR Regs4.9%
OKLOOKLO4.6%
UECUranium Energy4.5%
PDN.AXPaladin Energy2.9%
8001.TItochu2.9%
End-of-day Nov 3, 2026 · top 10 holdings: 62% of the fund
@TheETFTracker·etftracker.io

CCO.TO Inside Nuclear & Uranium ETFs

Today
Of every $1,000 you put in, this much buys Cameco.
URA$230
23.0% of the fund is CCO.TO
RCTR$43
4.3% of the fund is CCO.TO
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Nuclear & Uranium ETF Fees

Today
$52a year on $10,000,
the cheapest, NLR
NLR0.52% a year$52
URA0.69% a year$69
URNM0.75% a year$75
NUKZ0.85% a year$85
NUKZ costs 1.6× what NLR does.
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

URA Among Thematic ETFs

YTD
YTD return −22.9%beats9%
Fee 0.69%cheaper than34%
Income 6.3%beats96%
AUM $4.7Bbeats93%
Share of thematic ETFs URA beats · Nov 3, 2026
@TheETFTracker·etftracker.io

URA’s 52-Week Range

1Y
$32.93−2.4% today
Low $32.90High $62.28
47.1% below its 52-week high
Past year−38.6%
Volatility, 1Y50.84%
Worst drop, 1Y−46.7%
Risk indicator4 of 5
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Nuclear & Uranium Share of Thematic ETFs

Today
Money
Nuclear & uranium runs 3% of the money in Thematic.
Funds
It is 4% of the funds, so its average fund is smaller than the rest: $1.1B against $1.5B.
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Nuclear vs Market

YTD
Jan 1Nov 3−22.9%+11.2%
Past year−38.6%+11.8%
Fee0.69%0.03%
Assets$4.7B$1.70T
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

Nuclear & Uranium vs China

YTD
Nuclear & uranium
10 ETFs
−24.2%
China
25 ETFs
−19.6%
$10.5BAssets$18.5B
URA −22.9%Biggest fundMCHI −16.9%
−38.6%Biggest, past year−21.5%
3–0measures won · China
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

URA vs VOO

YTD
URA · Global X - Uranium
−22.9%
VOO · S&P 500
+11.2%
Gap
34.1 pts
−20%0%+20%−22.9% URA+11.2% VOOJan 1Nov 3−20%0%+20%−22.9% URA+11.2% VOOJan 1Nov 3
End-of-day Nov 3, 2026 · total return, dividends in
@TheETFTracker·etftracker.io

Nuclear & Uranium vs Thematic

Average · YTD
URA
−22.9%
NLR
−27.8%
Thematic average
+6.5%
−20%0%+20%Thematic average +6.5%NLRURAJan 1Nov 3
End-of-day Nov 3, 2026
@TheETFTracker·etftracker.io

URA vs NLR

YTD
URAGlobal X · Nuclear & uraniumNLRVanEck · Nuclear & uranium
Year to date
URA wins+4.9 pts
Past year
URA wins+3.2 pts
Fee
NLR winslower fee
Yield
URA wins+2.8 pts
AUM
URA1.5× more
3–1URA wins
End-of-day Nov 3, 2026 · AUM not scored
@TheETFTracker·etftracker.io