Nuclear & Uranium−24.0%

By assets, year to date10 ETFsthe 7th largest of Thematic’s nine themes

Data as of Nov 4, 2026 · a scoreboard, not advice

Rank: 9th of 9
Funds: 10
Assets: $10.3B
Of Thematic: 3%
All Thematic: +21.8%

Open Nuclear & uranium in desk All 9 themes

Story of the year · Largest fundsYTDThe Four LargestURA · NLR · URNM · NUKZ · $9.9B of $10.3B96%of the theme’s money is in these 4

02 / 04

Nuclear & Uranium ETFs by AUM

YTD

URA$4.6B · 45%Global X - Uranium ETF−22.7%NLR$3.0B · 29%VanEck Uranium and Nuclear ETF−27.5%URNM$1.7B · 17%Sprott Uranium Miners ETF−24.7%NUKZ$600M · 6%−10.0%6 more funds$363M · 4% of the theme

End-of-day Nov 4, 2026 · 4 largest named · the other 6 open in the table

Nuclear & Uranium ETFs

YTD

−24.0%10 funds · $10.3B
asset-weighted

Share of Thematic money3%

Largest fundsYTD

URA$4.6B−22.7%

NLR$3.0B−27.5%

URNM$1.7B−24.7%

NUKZ$600M−10.0%

6 more funds$363M

End-of-day Nov 4, 2026 · theme YTD is asset-weighted

URA vs NLR

YTD

URANLR3–1URA first

−22.7%Year to date−27.5%

−37.2%Past year−40.5%

0.69%Fee0.52%

$4.6BAssets$3.0B

End-of-day Nov 3, 2026

Largest Nuclear & Uranium ETFs

Today

#
1	URA	Global X - Uranium ETFGlobal XRead Desk	0.69%	6.3%	+0.4%	−17.8%	−22.9%	−22.7%	−37.2%	+49.3%	+39.0%	$4.6B
2	NLR	VanEck Uranium and Nuclear ETFVanEckRead Desk	0.52%	3.5%	+0.4%	−13.2%	−20.9%	−27.5%	−40.5%	+44.5%	+78.1%	$3.0B
3	URNM	Sprott Uranium Miners ETFSprottRead Desk	0.75%	4.2%	−0.6%	−13.8%	−21.3%	−24.7%	−33.6%	+4.7%	+2.3%	$1.7B
4	NUKZ	Range Nuclear Renaissance Index ETFRangeRead Desk	0.85%	1.0%	+1.2%	−6.7%	−13.8%	−10.0%	−21.4%	—	—	$600M
5	URNJ	Sprott Junior Uranium Miners ETFSprottRead Desk	0.80%	10.0%	−1.4%	−18.1%	−28.8%	−33.9%	−43.0%	−12.1%	—	$293M
6	RCTR	First Trust Exchange-Traded Fund II - First Trust Bloomberg Nuclear Power ETFFirst TrustRead Desk	0.70%	0.9%	+0.6%	−6.1%	−9.9%	−5.9%	−15.2%	—	—	$29M
7	URAN	Themes Uranium & Nuclear ETFThemesRead Desk	0.35%	3.4%	−0.9%	−10.0%	−18.0%	−24.8%	−37.4%	—	—	$22M
8	SMRF	ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFALPS · new fundRead Desk	0.65%	1.8%	+0.5%	−17.2%	−22.6%	new	—	—	—	$14M
9	UX	Roundhill Investments - Uranium ETFRoundhillRead Desk	0.77%	1.6%	+1.3%	−0.4%	+1.9%	−4.9%	−7.3%	—	—	$4M
10	TNUK	Tortoise Nuclear Renaissance ETFTortoiseRead Desk	0.75%	0.0%	+1.3%	−4.9%	−12.9%	−15.1%	—	—	—	$1M

1–10 of 10 · 10 Nuclear & uranium funds

VOOS&P 500, for referenceFee 0.03%YTD +11.5%1Y +11.9%3Y +90.9%Assets $1.00TOpen all 10 in desk

End-of-day Nov 4, 2026 · total returns · fee and yield per year

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 4, 2026 · top 10 holdings: 62% of the fund

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 4, 2026

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 4, 2026

URA Among Thematic ETFs

YTD

YTD return −22.7%beats7%

Fee 0.69%cheaper than34%

Income 6.3%beats96%

AUM $4.6Bbeats93%

Share of thematic ETFs URA beats · Nov 4, 2026

URA’s 52-Week Range

$33.05+0.4% today

Low $32.82High $62.28

46.9% below its 52-week high

Past year−37.2%

Volatility, 1Y50.81%

Worst drop, 1Y−46.7%

Risk indicator4 of 5

End-of-day Nov 4, 2026

Nuclear & Uranium Share of Thematic ETFs

Today

Money

$10.3BOther 8 themes$377.3B

Nuclear & uranium runs 3% of the money in Thematic.

Funds

10Other 8 themes258

It is 4% of the funds, so its average fund is smaller than the rest: $1.0B against $1.5B.

End-of-day Nov 4, 2026

Nuclear vs Market

YTD

URAVOO

Past year−37.2%+11.9%

Fee0.69%0.03%

Assets$4.6B$1.00T

End-of-day Nov 3, 2026

Nuclear & Uranium vs China

YTD

Nuclear & uranium

10 ETFs

−24.0%

China

25 ETFs

−19.8%

$10.3BAssets$18.6B

URA −22.7%Biggest fundMCHI −17.2%

−37.2%Biggest, past year−20.8%

3–0measures won · China

End-of-day Nov 3, 2026

URA vs VOO

YTD

URA · Global X - Uranium

−22.7%

VOO · S&P 500

+11.5%

Gap

34.2 pts

End-of-day Nov 3, 2026 · total return, dividends in

Nuclear & Uranium vs Thematic

Average · YTD

URA

−22.7%

NLR

−27.5%

Thematic average

+7.7%

End-of-day Nov 3, 2026

URA vs NLR

YTD

URAGlobal X · Nuclear & uraniumNLRVanEck · Nuclear & uranium

Year to date

−22.7%

−27.5%

URA wins+4.9 pts

Past year

−37.2%

−40.5%

URA wins+3.3 pts

Fee

0.69%

0.52%

NLR winslower fee

Yield

6.3%

3.5%

URA wins+2.8 pts

AUM

$4.6B

$3.0B

URA1.5× more

3–1URA wins

End-of-day Nov 3, 2026 · AUM not scored

The Other Eight Themes

AI & semis1st of 9+41.6%100 funds · $171.5BSMHSOXXDRAM Cyber & cloud2nd of 9+37.7%15 funds · $27.9BCIBRHACKSKYY Quantum3rd of 9+20.2%5 funds · $5.2BQTUMWQTMQTUP Infrastructure4th of 9+13.6%39 funds · $57.8BPAVEGRIDIGF Disruptive tech5th of 9+7.5%26 funds · $50.6BIGVBAIIGM Defense & space6th of 9+0.5%33 funds · $40.6BITAPPASHLD Clean energy & EV7th of 9−6.0%15 funds · $5.1BICLNLITTAN China8th of 9−19.8%25 funds · $18.6BMCHIKWEBFXI