Compare URNG vs. NUKL ETF performance

Comparing 2 ETFs

Performance (December 19, 2025 - March 19, 2026)
URNG
+11.28%
NUKL
+6.72%
010203040%JANFEBMAR0
Comparison analysis

Global X Uranium UCITS ETF (URNG) and VanEck Uranium and Nuclear Technologies UCITS ETF (NUKL) 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 Materials are URNG’s top sector exposures, while NUKL invests in Energy, Industrials and Financials as its top 3. URNG’s top underlying securities are CAMECO (15.05%), ALTC ACQUISITION (8.69%) and NEXGEN ENERGY LTD (7.95%). 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 0.65%, URNG is more expensive than NUKL, with 0.55%. URNG has a 3M average daily volume (ADV) of +$8.6M vs. +$21M for NUKL.  The recorded 1Y bid-ask spread is +44.69bps (URNG) and +32.10bps (NUKL). The table below shows the full side-by-side ETF comparison of URNG and NUKL, with detailed data on performance, flows, liquidity, exposure to individual stocks, segments, sectors, and geographies, helping you select the best ETFs.

URNG
Global X Uranium UCITS ETF (Acc) - USDThis ETF provides exposure to Equities
Share class
Acc
USD
ISIN
IE000NDWFGA5
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
$29.53
$57.99
 
AuM
-
-
 
Total AuM of fund
€553M
 
Base currency
USD
USD
 
E/R
0.65%
0.55%
 
Rating
Not rated
 
 
Provider
 
Investment strategy
The Global X Uranium UCITS ETF (URNU) 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
Capitalization
Capitalization
 
 
 
Tax optimisation
 
PEA
 
UK Reporting
 
 
Performance and flows
Perf.
Flows
Perf.
Flows
 
1 month
-10.27%
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-11.36%
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3 months
+11.28%
+6.72%
 
1 year
+105.89%
+90.08%
 
3 years
+191.68%
+233.75%
 
5 years
-
-
 
Month to date
-11.52%
-11.94%
 
Quarter to date
+13.36%
+7.73%
 
Year to date
+13.36%
+7.73%
 
 
Volatility and risk
1 year
3 years
5 years
1 year
3 years
5 years
 
Volatility
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Perf./Volatility
 
Max drawdown
 
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Exposure
 
Countries
 
Sectors or issuer types
 
Number of holdings
48
25
 
Weight of top 15 holdings
 
Top 15 holdings
CAMECO
ALTC ACQUISITION
NEXGEN ENERGY LTD
URANIUM ENERGY
ENERGY FUELS
US63253R2013
PALADIN ENERGY
DENISON MINES
CENTRUS ENERGY CORP
HYUNDAI ENGINEERING & CONSTRUCTION CO LTD
SAMSUNG C&T CORP
BHP GROUP LTD
DOOSAN ENERBILITY
KEPCO E&C
YELLOW CAKE PLC
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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
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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 URNG and NUKL

How did URNG and NUKL perform in 2026?

As of yesterday, URNG has delivered a year-to-date performance of 13.36%, while NUKL has returned 7.73%.

Which ETF is seeing higher flows: URNG or NUKL?

As of yesterday, URNG has recorded +€107M in net flows YTD, compared to +€386M for NUKL since the beginning of the year.

Which ETF shows higher volatility: URNG or NUKL?

As of yesterday, URNG reported a 1-year volatility of 45.10%, whereas NUKL registered volatility 38.65% over the same period.

How do URNG and NUKL differ in sector exposure?

As of yesterday, URNG is primarily exposed to sectors such as Energy, weight 53.75%, Industrials, weight 22.78% and Materials, weight 4.97%. The top sectors in NUKL feature Energy, weight 42.29%, Industrials, weight 35.49% and Financials, weight 5.34%.

How do URNG and NUKL differ in geographic exposure?

As of yesterday, URNG has its largest country exposures in Canada, weight 37.09%, USA, weight 28.38% and Republic of Korea, weight 12.78%. The top countries in NUKL feature Canada, weight 40.10%, Japan, weight 24.01% and USA, weight 20.01%.

How do URNG and NUKL differ in terms of holdings?

As of yesterday, URNG include CAMECO, weight 15.05%, ALTC ACQUISITION, weight 8.69% and NEXGEN ENERGY LTD, weight 7.95%. 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 URNG or NUKL more diversified?

As of yesterday, URNG holds 48 securities, with 76.37% of its assets allocated to its top 15 positions. NUKL, by comparison, includes 25 holdings and has 84.28% concentrated in its top 15.

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