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Why These 3 Uranium ETFs Could Be 2026's Most Overlooked Winners
Authored by Nathan Reiff. 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 resurgence in domestic nuclear power, several prominent uranium miners have seen their shares surge over the past year. Canadian producer Cameco Corp. (NYSE: CCJ), one of the largest uranium companies globally, has risen about 161% in the last year, for example.
Heading into 2026, the uranium industry faces a supply/demand imbalance: demand has outpaced production. Indeed, U.S. uranium production remains far below domestic consumption. That persistent supply squeeze is likely to keep upward pressure on uranium prices even as producers accelerate efforts to raise output. For investors, this creates potential upside both from company-level gains and from higher commodity prices supporting producers' revenues.
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The exchange-traded funds (ETFs) below could benefit from these trends while helping investors spread risk across a diversified basket of uranium-related assets.
Unique Focus on Smaller Uranium Companies Poised For Growth
The Sprott Junior Uranium Miners ETF (NASDAQ: URNJ) has climbed roughly 89% over the last year and is one of the few ways to gain broad exposure to smaller uranium miners (mid-cap and below). These junior producers may be well positioned to capitalize on easing regulations that can make expansion more attainable.
URNJ provides access to lesser-known firms such as Energy Fuels Inc. (NYSEAMERICAN: UUUU), a U.S. uranium producer with operations in Wyoming and Texas. The universe of junior uranium companies is limited, so URNJ is not the most diversified uranium ETF. Still, its 35 holdings are fairly evenly weighted, aside from a few larger positions — UUUU, for instance, receives more than 14% of the portfolio.
Investors bullish on growth in the uranium sector may appreciate URNJ's concentrated focus. The fund also pays a dividend yield of 2.25%. Its expense ratio of 0.80% is higher than some alternatives, but reasonable given the niche exposure it delivers.
Combining Uranium Miners and Physical Holdings
The larger sibling, the Sprott Uranium Miners ETF (NYSEARCA: URNM), manages roughly five times the assets of URNJ and has about twice the one-month average trading volume. It holds a somewhat narrower portfolio of 27 names, with sizable allocations to Cameco (around 20%) and Uranium Energy Corp. (NYSEAMERICAN: UEC) (about 14%).
Because the two Sprott funds overlap, investors may choose one or the other for uranium exposure rather than holding both. A distinguishing feature of URNM is its allocation to physical uranium, which provides direct commodity exposure. Physical uranium is a relatively small portion of the fund (about 11.6%), but it may appeal to investors seeking a closer link to spot uranium prices.
URNM has modestly outperformed URNJ over the past year, rising more than 93%, and charges a slightly lower expense ratio of 0.75%. It also pays a dividend, though at a slightly lower yield of 1.69%, which may be a consideration for income-focused investors.
Strong Portfolio, Performance, and Fees
The Global X Uranium ETF (NYSEARCA: URA) is the largest of the three by assets and trading volume and is one of the longest-established uranium ETFs. It has delivered the strongest performance among the group, rising about 110% over the last year, and it offers the highest dividend yield at 3.65%.
URA's 49 holdings span the uranium industry across market caps and geographies. The fund even includes some major electronics and automotive companies that contribute to the nuclear supply chain by manufacturing components or related equipment. URA is reasonably diversified, though Cameco still represents nearly a quarter of the portfolio.
For investors seeking a single uranium-focused fund that combines broad exposure, a track record of strong performance, and competitive fees (URA's expense ratio is 0.69%), URA is a compelling option.
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