Compare NUKL vs. U3O8 ETF performance
Comparing 2 ETFs | Performance (March 24, 2026 - April 24, 2026) |
NUKL U3O8 |
Comparison analysis VanEck Uranium and Nuclear Technologies UCITS ETF (NUKL) and Sprott Uranium Miners UCITS ETF (U3O8) belong to the World Blended Cap and Alternative Energy industry segments. Both funds use a Direct (Physical) replication method to follow their index and a replication model of Full replication. Energy, Industrials and Financials are NUKL’s top sector exposures, while U3O8 invests in Energy, Financials and Industrials as its top 3. NUKL’s top underlying securities are CAMECO (15.46%), NEXGEN ENERGY LTD (7.24%) and SPROTT PHYSICAL URANIUM UNIT (6.69%). U3O8’s top underlying securities are US63253R2013 (18.53%), CAMECO (16.55%) and SPROTT PHYSICAL URANIUM UNIT (9.96%). With a Total Expense Ratio (TER) of 0.55%, NUKL is cheaper than U3O8, with 0.85%. NUKL has a 3M average daily volume (ADV) of +$20M vs. +$4.5M for U3O8. The recorded 1Y bid-ask spread is +27.69bps (NUKL) and +57.75bps (U3O8). The table below shows the full side-by-side ETF comparison of NUKL and U3O8, with detailed data on performance, flows, liquidity, exposure to individual stocks, segments, sectors, and geographies, helping you select the best ETFs. |
NUKL VanEck Uranium and Nuclear Technologies UCITS ETF - USDThis ETF provides exposure to Global Equities ISIN IE000M7V94E1 | U3O8 Sprott Uranium Miners UCITS ETF (Acc) - USDThis ETF provides exposure to Global Equities ISIN IE0005YK6564 |
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Product Type | Passive ETF | Passive ETF | ||
Strategy | Long only | Long only | ||
NAV | $62.48 | $16.72 | ||
AuM | - | - | ||
E/R | 0.55% | 0.85% | ||
Rating | Not rated | |||
Provider | ||||
Investment strategy | Nuclear energy is a dependable and efficient source of low-carbon electricity. A reliable and consistent source of energy, nuclear is crucial for transition away from the hydrocarbon economy.
VanEck’s Uranium and Nuclear Technologies UCITS ETF invests in companies contributing to nuclear innovation and development of necessary resources.
The MarketVectorâ„¢ Global Uranium and Nuclear Energy Infrastructure Index provides exposure to companies operating in the global uranium and nuclear energy infrastructure sector. | The Sprott Uranium Miners UCITS ETF (URNM) seeks to provide investors with a way to invest in the growth of nuclear power through exposure to uranium miners. This comprises companies involved in the uranium industry, spanning the mining, exploration, development and production of uranium. | ||
Dividend policy | Capitalization | Capitalization | ||
Tax optimisation | ||||
PEA | ||||
UK Reporting | ||||
Performance and flows | Perf. Flows | Perf. Flows | ||
1 month | +9.30% To view, create a free account | +11.99% To view, create a free account | ||
3 months | -5.72% | -4.79% | ||
1 year | +111.36% | +117.00% | ||
3 years | +256.25% | +171.20% | ||
5 years | - | - | ||
Month to date | +11.78% | +9.79% | ||
Quarter to date | +11.78% | +9.79% | ||
Year to date | +16.07% | +28.51% | ||
Volatility and risk | 1 year 3 years 5 years | 1 year 3 years 5 years | ||
Volatility | To view, create a free account | To view, create a free account | ||
Perf./Volatility | ||||
Max drawdown | ||||
Create a free Trackinsight Essentials account to unlock insights Access exclusive metrics and features to support your investment decisions. | ||||
Exposure | ||||
Countries | ||||
Sectors or issuer types | ||||
Number of holdings | 25 | 39 | ||
Weight of top 15 holdings | ||||
Top 15 holdings | CAMECO NEXGEN ENERGY LTD SPROTT PHYSICAL URANIUM UNIT ALTC ACQUISITION US46982L1089 FUJI ELECTRIC CA04764T1049 HITACHI MITSUBISHI HVY URANIUM ENERGY SAMSUNG C&T CORP IHI CORP ENERGY FUELS JGC HOLDINGS CORPORATION DENISON MINES To view, create a free account | US63253R2013 CAMECO SPROTT PHYSICAL URANIUM UNIT PALADIN ENERGY NEXGEN ENERGY LTD DENISON MINES ENERGY FUELS CGN MINING URANIUM ENERGY YELLOW CAKE PLC DEEP YELLOW CA46500E8678 UR ENERGY AU000000BMN9 BOSS ENERGY To view, create a free account | ||
Replication | ||||
Benchmark | ||||
Replication method | ||||
Replication model | ||||
Trackinsight replication rating | Not rated | |||
Tracking error (1Y) | ||||
Tracking difference (1Y) | ||||
1Y cumulative return difference | Best -65.07bps Worst -138.50bps | Best -32.10bps Worst -141.31bps | ||
Daily return difference | Avg -0.26bps Worst -19.53bps | Avg -0.26bps Worst -31.76bps | ||
Sustainability | ||||
ESG Consensus® |  | | ||
SDG |
Frequently asked questions about NUKL and U3O8
How did NUKL and U3O8 perform in 2026?
As of 4/24/2026, NUKL has delivered a year-to-date performance of 16.07%, while U3O8 has returned 28.51%.
Which ETF is seeing higher flows: NUKL or U3O8?
As of 4/24/2026, NUKL has recorded +€665M in net flows YTD, compared to +€67M for U3O8 since the beginning of the year.
Which ETF shows higher volatility: NUKL or U3O8?
As of 4/24/2026, NUKL reported a 1-year volatility of 37.83%, whereas U3O8 registered volatility 40.26% over the same period.
How do NUKL and U3O8 differ in sector exposure?
As of 4/24/2026, NUKL is primarily exposed to sectors such as Energy, weight 40.73%, Industrials, weight 32.86% and Financials, weight 6.69%. The top sectors in U3O8 feature Energy, weight 58.35%, Financials, weight 9.96% and Industrials, weight 3.33%.
How do NUKL and U3O8 differ in geographic exposure?
As of 4/24/2026, NUKL has its largest country exposures in Canada, weight 41.06%, USA, weight 22.64% and Japan, weight 22.62%. The top countries in U3O8 feature Canada, weight 52.89%, USA, weight 22.74% and Australia, weight 14.43%.
How do NUKL and U3O8 differ in terms of holdings?
As of 4/24/2026, NUKL include CAMECO, weight 15.46%, NEXGEN ENERGY LTD, weight 7.24% and SPROTT PHYSICAL URANIUM UNIT, weight 6.69%. The top positions in U3O8 feature US63253R2013, weight 18.53%, CAMECO, weight 16.55% and SPROTT PHYSICAL URANIUM UNIT, weight 9.96%.
Is NUKL or U3O8 more diversified?
As of 4/24/2026, NUKL holds 25 securities, with 84.02% of its assets allocated to its top 15 positions. U3O8, by comparison, includes 39 holdings and has 89.79% concentrated in its top 15.
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