Top 5 nuclear energy ETFs to watch in 2026
'Nuclear energy ETF' has no standard definition, so each fund's index decides what counts. Some focus tightly on uranium mining and others extend to power generation.
Nuclear energy ETFs hold shares in companies that mine uranium or operate across the wider nuclear fuel and energy industry. The five funds here take different slices of that chain – Sprott Junior Uranium Miners ETF ($URNJ) focuses specifically on smaller-scale uranium mining companies, while VanEck Uranium and Nuclear ETF ($NLR) covers uranium and nuclear energy more broadly and carries the lowest fee on this list at 0.52%.
How we built this list: We selected these funds based on their industry or investment category and ordered them by assets under management. Prices are updated daily, and the list and supporting content are reviewed roughly every quarter. All data is sourced from Stake. This list isn't a recommendation and isn't ordered by suitability.
ETF Name | Ticker | Share Price | AUM | Expense Ratio | In Watchlists |
|---|---|---|---|---|---|
Global X Uranium ETF | URA | $45.17 | $6.23B | 0.69% | 4044 |
VanEck Uranium and Nuclear ETF | NLR | $119.18 | $4.13B | 0.52% | 1472 |
Sprott Uranium Miners ETF | URNM | $55.37 | $2.01B | 0.75% | 1319 |
Range Nuclear Renaissance Index ETF | NUKZ | $67.49 | $793.4M | 0.85% | 346 |
Sprott Junior Uranium Miners ETF | URNJ | $24.87 | $360.3M | 0.80% | 317 |
Past performance is not a reliable indicator of future performance.
Source: Stake market data. Figures in US$. Data updated as of 11 August 2026.
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1. Global X Uranium ETF ($URA)
Global X Uranium ETF (URA) share price over the last year: started at US$39.63, ended at US$45.17, a change of +14.0%. Range over the period: high US$61.81, low US$36.45. Source: Stake market data. Past performance is not a reliable indicator of future performance.
Price: US$45.17 · Daily: 1.8% · AUM: US$6.23B · MER: 0.69%
Global X Uranium ETF ($URA) is designed to track the Solactive Global Uranium Index, which covers companies active across the uranium industry. The fund aims to hold at least 80% of its assets in index securities, with the remainder able to include other uranium-related companies.
The index draws from the broader uranium supply chain rather than narrowing to a single part of it. That means the fund's holdings can include uranium miners, processors and other businesses tied to the nuclear fuel cycle, according to the fund's mandate.
2. VanEck Uranium and Nuclear ETF ($NLR)
VanEck Uranium and Nuclear ETF (NLR) share price over the last year: started at US$117.37, ended at US$119.18, a change of +1.5%. Range over the period: high US$164.37, low US$102.70. Source: Stake market data. Past performance is not a reliable indicator of future performance.
Price: US$119.18 · Daily: 1.9% · AUM: US$4.13B · MER: 0.52%
Uranium and nuclear energy companies form the basis of the MVIS Global Uranium & Nuclear Energy Index, which VanEck Uranium and Nuclear ETF ($NLR) is designed to track in price and yield performance. The index holds equity securities of companies involved across that sector, going beyond uranium production to cover nuclear energy more broadly. The fund commits at least 80% of its assets to index securities, according to its stated objective.
That breadth means the portfolio isn't confined to any single part of the nuclear energy chain. Companies with a role in nuclear energy beyond uranium mining may also feature in the index, giving $NLR a wider reach across the sector.
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3. Sprott Uranium Miners ETF ($URNM)
Sprott Uranium Miners ETF (URNM) share price over the last year: started at US$47.11, ended at US$55.37, a change of +17.5%. Range over the period: high US$83.99, low US$44.14. Source: Stake market data. Past performance is not a reliable indicator of future performance.
Price: US$55.37 · Daily: 1.4% · AUM: US$2.01B · MER: 0.75%
The North Shore Global Uranium Mining Index anchors Sprott Uranium Miners ETF ($URNM), a fund designed to correspond to that benchmark's total return performance across uranium mining companies. At least 80% of the fund's net assets are committed to securities of uranium mining companies under its mandate. The portfolio's scope stays close to the mining segment of the uranium fuel chain.
4. Range Nuclear Renaissance Index ETF ($NUKZ)
Range Nuclear Renaissance Index ETF (NUKZ) share price over the last year: started at US$59.70, ended at US$67.49, a change of +13.0%. Range over the period: high US$76.23, low US$56.70. Source: Stake market data. Past performance is not a reliable indicator of future performance.
Price: US$67.49 · Daily: 1.3% · AUM: US$793.4M · MER: 0.85%
Range Nuclear Renaissance Index ETF ($NUKZ) is designed to track the Range Nuclear Renaissance Index, which covers companies involved across the nuclear fuel and energy industry. The mandate requires at least 80% of the fund's net assets to sit in what the index classifies as Nuclear Companies, according to the fund's stated criteria.
That broad scope means $NUKZ isn't limited to uranium miners alone – it aims to reflect the wider nuclear chain, from fuel production through to energy generation. The index construction does the work of defining what counts, so the holdings can shift as the industry's composition changes.
5. Sprott Junior Uranium Miners ETF ($URNJ)
Sprott Junior Uranium Miners ETF (URNJ) share price over the last year: started at US$21.25, ended at US$24.87, a change of +17.0%. Range over the period: high US$40.43, low US$19.71. Source: Stake market data. Past performance is not a reliable indicator of future performance.
Price: US$24.87 · Daily: 1.5% · AUM: US$360.3M · MER: 0.80%
The Sprott Junior Uranium Miners ETF ($URNJ) is designed to track the Nasdaq Sprott Junior Uranium Miners Index. The index covers smaller-scale companies in the uranium mining industry, and the fund keeps at least 80% of its total assets in index securities.
The portfolio typically holds between 30 and 40 stocks. The junior designation keeps $URNJ anchored to a specific part of the uranium sector rather than the broader nuclear energy chain. That narrower scope means the fund's composition reflects this one corner of the uranium market rather than the full range of companies involved in nuclear energy.
Common questions
How do I invest in nuclear energy ETFs in Australia?
All five ETFs in this list trade on U.S. exchanges, so you buy them through a platform that offers access to U.S. markets. Prices are quoted in USD, and you search by ticker the same way you would any U.S.-listed stock. Because these funds trade in USD, movements between the Australian dollar and the USD affect how returns translate back to AUD.
What are the key risks of nuclear energy ETFs?
Uranium prices can swing sharply based on supply disruptions, shifts in government energy policy, or changes in the pace of reactor construction and commissioning – and those moves flow directly through to the miners and developers these funds hold. Nuclear energy also carries regulatory and political risk; policy changes in major markets can affect the economics of both existing plants and projects in development. For Australian investors, currency exposure adds another layer – these funds trade in USD, so AUD/USD movements affect the value of holdings when converted back to Australian dollars. Smaller, earlier-stage companies carry additional company-specific risk on top of commodity exposure, which is worth keeping in mind for funds that focus on that segment of the market.
What's the difference between uranium ETFs and nuclear energy ETFs?
The distinction is about where in the industry each fund focuses. Uranium-oriented funds concentrate on companies that mine and process uranium – the fuel itself. Broader nuclear energy funds extend further, including companies involved in building, operating, or supplying nuclear power plants, which introduces a different mix of business models and revenue sources. Both approaches appear across this list, so the choice shapes what kind of company exposure a fund carries.
What's the difference between uranium miners and junior uranium miners ETFs?
Junior uranium miners are generally smaller, earlier-stage companies – often developing projects rather than producing uranium at scale. $URNJ focuses specifically on this segment, whereas $URNM covers uranium mining companies more broadly. Earlier-stage companies can be more sensitive to uranium price moves, but they also carry more company-specific risk, since a project delay or capital shortfall tends to weigh more heavily on a small developer than on a larger, diversified miner.
Disclaimer
Past performance is not a reliable indicator of future performance. When you invest, your capital is at risk. You should consider your own investment objectives, financial situation, and particular needs before making an investment decision. The value of your investments can go down as well as up and you may receive back less than your original investment. As always, do your own research and consider seeking appropriate financial advice before investing.
This is not personal financial advice nor a recommendation to invest in the securities listed. Any advice provided by Stake is of general nature only and does not take into account your specific circumstances. Trading and volume data from the Stake investing platform is for reference purposes only, the investment choices of others may not be appropriate for your needs and is not a reliable indicator of performance.
Please refer to hellostake.com/pricing for the fees that apply. When you trade securities priced in another currency, currency conversion fees may apply and movements in the exchange rate may affect your returns.
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