NUKZ vs URA

NUKZCRange Nuclear Renaissance Index ETF

URABGlobal X Uranium ETF

In short

NUKZ A 2024-vintage, rules-based take on the nuclear buildout: one purpose-built index covering the uranium-and-reactor theme in a plain equity ETF. It prices above the category median, but its portfolio build sits in the upper half of the pack.

URA The original US uranium ETF, trading since 2010, long before the nuclear theme got crowded. It holds roughly 50 names spanning miners and nuclear-component makers, so the reactor supply chain rides along with the yellowcake.

Stated mandate

NUKZ The fund seeks to track, before fees and expenses, the total return of the Range Nuclear Renaissance Index.

URA The fund seeks to track, before fees and expenses, the performance of the Solactive Global Uranium & Nuclear Components Total Return Index. It concentrates at least 80% of assets in companies involved in uranium or nuclear-component activities.

Why people hold it

• NUKZ Pure index mechanics. It tracks the Range Nuclear Renaissance Index before fees and expenses, so holdings follow published rules rather than a manager's discretion.
• Portfolio construction and risk profile both land in the upper half of the uranium and nuclear cohort, the sturdier side of a famously jumpy category.
• Straightforward plumbing: stocks in a standard 1940 Act fund wrapper, not a physical uranium trust or a futures structure.
• Live since January 2024 and now carries real assets with steady day-to-day volume, not the thin tape many thematic launches never grow out of.

• URA Launched in 2010, the first US fund on this theme, and today a multi-billion-dollar, actively traded name. Size and volume usually mean tighter spreads for the person clicking buy.
• 0.69% expense ratio sits below the typical fee among uranium and nuclear funds, which is rare for a single-theme product this specialized.
• Not a pure miner basket. The index reaches into nuclear components too, with at least 80% of assets in uranium or nuclear-component companies, worldwide.
• Rates as one of the stronger builds in its uranium and nuclear peer group on cost, tradability and staying power.

Worth knowing

• NUKZ It charges 0.85% a year, above the median for nuclear and uranium funds and well above the cheapest peer in the group, NLR at 0.52%.
• One theme, one corner of energy, and a 2024 start date. There is no long record here across a full market cycle.
• Distributions arrive once or twice a year. This is built as a thematic equity holding, not an income stream.

• URA One theme, about 50 stocks. Uranium prices, mine permits and reactor policy move the whole basket at once, and the ride has historically been bumpy.
• A cheaper shelf-mate exists: NLR charges 0.52% for a nearby uranium and nuclear mandate.
• Global mandate means overseas miners, so foreign currency and permitting regimes come with the package. Distributions arrive once or twice a year, not monthly.

Full NUKZ profile⁠

Full URA profile⁠