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Why These 3 Uranium ETFs Could Be 2026's Most Overlooked Winners
Author: Nathan Reiff. Originally Published: 1/27/2026.
Summary
- Many uranium mining companies have seen shares more than double in the last year amid easing regulations and a supply squeeze.
- To capitalize on continued strong demand, investors might consider an ETF like URNJ or URNM, each of which provides access to a variety of uranium producers and offers an attractive dividend yield.
- For a more mainstream uranium investment, URA is among the oldest and largest uranium ETFs, but its recent performance record, fees, and dividend yield all continue to justify its appeal.
With favorable regulations encouraging a boom in domestic nuclear power, several prominent uranium miners have seen shares surge over the past year. Canadian producer Cameco Corp. (NYSE: CCJ), one of the world's largest uranium companies, for example, has risen about 161% year over year.
Heading into 2026, the uranium industry faces a supply-demand imbalance: demand has outpaced production, and domestic production still lags consumption. That supply squeeze could continue to push uranium prices higher even as producers accelerate efforts to increase output. In other words, investors in uranium stocks may benefit both from the operating gains of producers and from the broader lift in commodity prices.
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Get the full story on this opportunity now.The exchange-traded funds (ETFs) below are well positioned to capitalize on these dynamics while helping distribute risk through diversified portfolios.
Unique Focus on Smaller Uranium Companies Poised For Growth
The Sprott Junior Uranium Miners ETF (NASDAQ: URNJ) is up an impressive 89% over the past year and is one of the few ETFs that gives investors broad exposure to smaller uranium miners (mid-cap and below). Smaller producers may be especially well positioned to take advantage of easing regulations that make expansion more attainable.
URNJ offers access to lesser-known companies such as Energy Fuels Inc. (NYSEAMERICAN: UUUU), a roughly $6 billion U.S. uranium producer with operations in Wyoming and Texas. The universe of smaller uranium firms is limited, so URNJ is not the most diversified uranium ETF, but its 35 holdings are fairly evenly weighted apart from a few larger positions—UUUU, for example, accounts for more than 14% of the portfolio.
Investors bullish on growth in the uranium space may appreciate URNJ's focus. The fund also pays an attractive dividend yield of 2.25%. Its expense ratio of 0.80% is higher than some peers but may be reasonable given the niche exposure it provides.
Combining Uranium Miners and Physical Holdings
The sibling fund, the Sprott Uranium Miners ETF (NYSEARCA: URNM), manages roughly five times the assets of URNJ and has about twice the average trading volume. It holds a narrower portfolio of 27 names, including sizable stakes in Cameco (around 20% of assets) and Uranium Energy Corp. (NYSEAMERICAN: UEC) (about 14%).
Because the two Sprott funds overlap significantly, investors may choose one or the other based on their priorities. A distinguishing feature of URNM is its allocation to physical uranium, which provides direct commodity exposure. At roughly 11.6% of the portfolio, physical uranium is a meaningful but not dominant holding and may appeal to investors looking for closer tracking of the metal's price.
URNM has slightly outperformed URNJ over the past year, rising more than 93%, and charges a modestly lower fee of 0.75%. It also pays a dividend, though with a slightly lower yield of 1.69%, which may matter to income-focused investors.
Strong Portfolio, Performance, and Fees
By far the largest of the three by assets and trading volume, the Global X Uranium ETF (NYSEARCA: URA) is one of the oldest and most established uranium ETFs. It posted the strongest performance among these funds, rising about 110% over the past year, and offers the highest dividend yield at 3.65%.
URA's 49 holdings give investors broad exposure across market caps and developed markets. The fund includes major companies—some in electronics and automotive sectors—that play roles in the nuclear supply chain. While URA is diversified, Cameco alone represents nearly a quarter of the portfolio.
For investors seeking a single uranium-focused holding with broad exposure, a record of strong performance, and competitive fees (URA's expense ratio is a relatively low 0.69%), URA is a compelling option.
Ultimately, the right ETF depends on your goals: URNJ for concentrated exposure to junior miners, URNM for a miners-plus-physical blend, and URA for the broadest, most liquid play on the uranium complex.
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