ETF comparison
NLR vs VPU
Both Utilities.
VanEck Uranium and Nuclear ETF · Vanguard Utilities Index Fund ETF Shares
Holdings overlap
3 positions appear in both funds. Buying equal dollars of NLR and VPU would leave roughly 8.8% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VPU is 43 bps cheaper than NLR. On a $100,000 position that's about $430/yr more in fees for NLR.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with NLR vs VPU.
Top shared holdings
3 shared in total| # | Holding | In NLR | In VPU | Overlap |
|---|---|---|---|---|
| 1 | Constellation Energy Corp | 8.04% | 5.83% | 5.83% |
| 2 | Public Service Enterprise Group Inc | 7.09% | 2.58% | 2.58% |
| 3 | Oklo Inc | 5.22% | 0.39% | 0.39% |
Only in NLR
22 total- Cameco Corp 8.41%
- BWX Technologies Inc 6.78%
- Fortum Oyj 5.75%
- Centrus Energy Corp 5.05%
- Uranium Energy Corp 4.99%
- NexGen Energy Ltd 4.97%
- Denison Mines Corp 4.77%
- NuScale Power Corp 4.76%
- Energy Fuels Inc/Canada 4.67%
- NAC Kazatomprom JSC 4.38%
Only in VPU
63 total- NextEra Energy Inc 11.79%
- Southern Co/The 6.67%
- Duke Energy Corp 6.28%
- American Electric Power Co Inc 4.45%
- Sempra 3.83%
- Dominion Energy Inc 3.76%
- Vistra Corp 3.57%
- Entergy Corp 3.21%
- Xcel Energy Inc 3.09%
- Exelon Corp 3.03%
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- VPU vs XLU · State Street Utilities Select Sector SPDR ETF 89.4%
Percentages are holdings overlap with the named fund.
Open NLR or VPU at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.