Two nuclear ETFs differ: one focuses on uranium price, the other on the full nuclear supply chain.

Two nuclear-focused ETFs, Global X Uranium ETF (URA) and VanEck Uranium & Nuclear ETF (NLR), offer distinct investment approaches. URA is heavily concentrated in uranium mining, especially Cameco, making it sensitive to uranium prices. NLR diversifies across the entire nuclear supply chain, including utilities, miners, and reactor builders, spreading risk beyond just uranium prices. While URA has a stronger 10-year performance, NLR offers broader industrial exposure, appealing to investors seeking a diversified nuclear energy play. Recent market selloffs affected both funds similarly, and investors should choose based on their preference for commodity concentration versus industrial diversification.

As of Oct 02, 2026 06:41 WIB, URA trades at USD 39.59 with a 1-day decline of 0.65%. Meanwhile, NLR is slightly up by 0.04% at USD 103.50, showing more stability. Cameco (CCJ), a major holding in URA, fell 1.02% to USD 85.79, reflecting some pressure on uranium miners on Pluang.