Nuclear and uranium ETFs in the power constraint
Uranium miners and nuclear power companies. Driven by uranium contracts, and approvals for new and restarted reactors.
9ETFs in this category
$11.1bnmoney in them
16.5%of the power constraint’s money
URAlargest unleveraged ETF, 45.2%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | −8.5% | −22.9% | −35.1% |
| Its story | −0.8% | −0.3% | −6.2% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | URA | Global X Uranium ETF | $5.0bn | 45.2% | −37.3% | 0.69% |
| 2 | NLR | VanEck Uranium and Nuclear ETF | $3.2bn | 29.1% | −40.8% | 0.52% |
| 3 | URNM | Sprott Uranium Miners ETF | $1.8bn | 16.7% | −33.3% | 0.75% |
| 4 | NUKZ | Range Nuclear Renaissance Index ETF | $628m | 5.7% | −22.3% | 0.85% |
| 5 | URNJ | Sprott Junior Uranium Miners ETF | $314m | 2.8% | −42.3% | 0.80% |
| 6 | RCTR | First Trust Bloomberg Nuclear Power ETF | $29m | 0.3% | −15.7% | 0.70% |
| 7 | URAN | Themes Uranium & Nuclear ETF | $23m | 0.2% | −36.9% | 0.35% |
| 8 | UX | Roundhill Uranium ETF | $5m | 0.0% | −8.5% | 0.77% |
| 9 | TNUK | Tortoise Nuclear Renaissance ETF | $1m | 0.0% | – | 0.75% |
Other categories in the power constraint
Common questions
Which ETFs are nuclear and uranium ETFs?9 US ETFs sit in this category of the power constraint. Uranium miners and nuclear power companies. Driven by uranium contracts, and approvals for new and restarted reactors.
What is the largest nuclear and uranium ETF?URA, Global X Uranium ETF, with $5.0bn, 45.2% of the category's money.
How have nuclear and uranium ETFs performed?The median unleveraged ETF here returned -35.1% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.