Compare URA vs. NUKL ETF performance

Comparing 2 ETFs

Performance (December 29, 2025 - March 27, 2026)
URA
+7.65%
NUKL
+1.95%
010203040%JANFEBMAR0
Comparison analysis

Global X Uranium ETF (URA) provides exposure to the Alternative Energy segment. VanEck Uranium and Nuclear Technologies UCITS ETF (NUKL) belongs to the World Blended Cap and Alternative Energy segments. Both funds use a Direct (Physical) replication method to follow their index and a replication model of Full replication. Energy, Industrials and Materials are URA’s top sector exposures, while NUKL invests in Energy, Industrials and Financials as its top 3. URA’s top underlying securities are CAMECO (22.56%), ALTC ACQUISITION (7.06%) and NEXGEN ENERGY LTD (6.45%). NUKL’s top underlying securities are CAMECO (16.35%), NEXGEN ENERGY LTD (6.80%) and SAMSUNG C&T CORP (6.25%). With a Total Expense Ratio (TER) of 0.69%, URA is more expensive than NUKL, with 0.55%. URA has a 3M average daily volume (ADV) of +$270M vs. +$21M for NUKL.  The recorded 1Y bid-ask spread is +6.68bps (URA) and +31.71bps (NUKL). The table below shows the full side-by-side ETF comparison of URA and NUKL, with detailed data on performance, flows, liquidity, exposure to individual stocks, segments, sectors, and geographies, helping you select the best ETFs.

URA
Global X Uranium ETF - USDThis ETF provides exposure to Global Equities
ISIN
US37954Y8710
NUKL
VanEck Uranium and Nuclear Technologies UCITS ETF - USDThis ETF provides exposure to Global Equities
ISIN
IE000M7V94E1
Product Type
Passive ETF
Passive ETF
 
Strategy
Long only
Long only
 
NAV
$46.89
$55.85
 
AuM
-
-
 
E/R
0.69%
0.55%
 
Rating
Not rated
 
 
Provider
 
Investment strategy
The Global X Uranium ETF (URA) provides investors access to a broad range of companies involved in uranium mining and the production of nuclear components, including those in extraction, refining, exploration, or manufacturing of equipment for the uranium and nuclear industries.
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 MarketVector™ Global Uranium and Nuclear Energy Infrastructure Index provides exposure to companies operating in the global uranium and nuclear energy infrastructure sector.
 
Dividend policy
Distribution
Capitalization
 
 
 
Tax optimisation
 
PEA
 
UK Reporting
 
 
Performance and flows
Perf.
Flows
Perf.
Flows
 
1 month
-13.67%
To view, create a free account
-15.20%
To view, create a free account
 
3 months
+7.65%
+1.95%
 
1 year
+106.91%
+93.76%
 
3 years
+185.81%
+224.67%
 
5 years
+206.60%
-
 
Month to date
-13.67%
-15.20%
 
Quarter to date
+9.49%
+3.75%
 
Year to date
+9.49%
+3.75%
 
 
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
49
25
 
Weight of top 15 holdings
 
Top 15 holdings
CAMECO
ALTC ACQUISITION
NEXGEN ENERGY LTD
URANIUM ENERGY
ENERGY FUELS
US63253R2013
SPROTT PHYSICAL URANIUM UNIT
PALADIN ENERGY
DENISON MINES
HYUNDAI ENGINEERING & CONSTRUCTION CO LTD
CENTRUS ENERGY CORP
SAMSUNG C&T CORP
BHP GROUP LTD
DOOSAN ENERBILITY
ITOCHU
To view, create a free account
CAMECO
NEXGEN ENERGY LTD
SAMSUNG C&T CORP
IHI CORP
ALTC ACQUISITION
SPROTT PHYSICAL URANIUM UNIT
FUJI ELECTRIC
MITSUBISHI HVY
CA04764T1049
HITACHI
US46982L1089
URANIUM ENERGY
ENERGY FUELS
DENISON MINES
JGC HOLDINGS CORPORATION
To view, create a free account
 
 
Replication
 
Benchmark
 
Replication method
 
Replication model
 
Trackinsight replication rating
Not rated
 
Tracking error (1Y)
 
Tracking difference (1Y)
 
 
Sustainability
 
ESG Consensus®
esg grade icon
esg grade icon
 
SDG
 

Frequently asked questions about URA and NUKL

How did URA and NUKL perform in 2026?

As of 3/27/2026, URA has delivered a year-to-date performance of 9.49%, while NUKL has returned 3.75%.

Which ETF is seeing higher flows: URA or NUKL?

As of 3/27/2026, URA has recorded +€643M in net flows YTD, compared to +€457M for NUKL since the beginning of the year.

Which ETF shows higher volatility: URA or NUKL?

As of 3/27/2026, URA reported a 1-year volatility of 42.69%, whereas NUKL registered volatility 38.71% over the same period.

How do URA and NUKL differ in sector exposure?

As of 3/27/2026, URA is primarily exposed to sectors such as Energy, weight 54.62%, Industrials, weight 21.08% and Materials, weight 4.83%. The top sectors in NUKL feature Energy, weight 42.29%, Industrials, weight 35.49% and Financials, weight 5.34%.

How do URA and NUKL differ in geographic exposure?

As of 3/27/2026, URA has its largest country exposures in Canada, weight 45.11%, USA, weight 23.37% and Republic of Korea, weight 12.03%. The top countries in NUKL feature Canada, weight 40.10%, Japan, weight 24.01% and USA, weight 20.01%.

How do URA and NUKL differ in terms of holdings?

As of 3/27/2026, URA include CAMECO, weight 22.56%, ALTC ACQUISITION, weight 7.06% and NEXGEN ENERGY LTD, weight 6.45%. The top positions in NUKL feature CAMECO, weight 16.35%, NEXGEN ENERGY LTD, weight 6.80% and SAMSUNG C&T CORP, weight 6.25%.

Is URA or NUKL more diversified?

As of 3/27/2026, URA holds 49 securities, with 77.69% of its assets allocated to its top 15 positions. NUKL, by comparison, includes 25 holdings and has 84.28% concentrated in its top 15.

Which ETF has a higher distribution yield: URA or NUKL?

As of 3/27/2026, URA has a trailing 12-month yield of 4.44%, while NUKL offers 0.00%.

Advertisement

Trackinsight

About Trackinsight

Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.

Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.

In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.

This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.

Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.

More about Trackinsight
© 2014-2026 Trackinsight SA. All rights reserved.
Privacy policy  |  Cookie policy  |    |  Terms of use  |  Imprint
Trackinsight