Global X Uranium ETF

URA

Market cap $5.68B

Uranium equities have quietly compounded at rates most sectors would envy, and the Global X Uranium ETF (NYSE:URA) sits at the center of that story.

More than a year after the federal government renewed a push toward nuclear energy, the industry is building momentum thanks to a streamlined process for reactor authorization, an ambitious goal of 300 additional gigawatts of capacity by 2050, and more. The timing is crucial, as AI electricity demand continues to grow and low-carbon energy generation via nuclear facilities is particularly appealing in these contexts.

Vanguard Energy ETF offers significantly lower ownership costs with a 0.09% expense ratio compared to 0.52% for VanEck Uranium and Nuclear ETF VanEck Uranium and Nuclear ETF focuses on a concentrated portfolio of 29 nuclear-related companies while Vanguard Energy ETF holds 111 diversified energy stocks Vanguard Energy ETF has delivered higher 1-year total returns but VanEck Uranium and Nuclear ETF has generated more growth over a five-year period

Power demand is the bottleneck of the AI buildout, and nuclear is the only zero-carbon source that can run a hyperscaler 24 hours a day without weather risk.

AI energy demand, energy security and policy support are fueling a nuclear renaissance. ETFs like NLR & NUKZ stand to benefit.

The Trump administration's goal is to have 10 new large nuclear reactors completed by 2030. This will be centered on reactor technology from Westinghouse.

SAN FRANCISCO & INDIANAPOLIS--(BUSINESS WIRE)--ŌURA, maker of the world's most trusted smart ring, Oura Ring, and LillyDirect, Eli Lilly and Company's digital health platform designed to connect people living with chronic conditions to the care, support, and prescribed medicines they need, today announced a collaboration enabling savings on the Oura Ring sizing kit. The companies will coordinate to improve access to prescribed treatment and integrated behavioral support tools that complement pre.

Alerian MLP ETF offers a significantly higher dividend yield than VanEck Uranium and Nuclear ETF, but it carries a much higher expense ratio of 1.01%. While the VanEck ETF focuses on the nuclear power ecosystem, Alerian's fund concentrates almost exclusively on energy infrastructure through master limited partnerships.

The choice between the Global X Uranium ETF (NYSEARCA:URA) and the Sprott Uranium Miners ETF (NYSEARCA:URNM) looks academic until the uranium spot price moves.

Middle East conflict-led energy volatility, AI power demand and energy security concerns are driving a nuclear comeback. ETFs like NLR & NUKZ stand to benefit.