ETF comparison
NLR vs VPU
Both Utilities.
VanEck Uranium and Nuclear ETF · Vanguard Utilities Index Fund ETF Shares
Holdings overlap
4 positions appear in both funds. Buying equal dollars of NLR and VPU would leave roughly 12.0% of each dollar exposed to the same underlying securities.
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
4 shared in total| # | Holding | In NLR | In VPU | Overlap |
|---|---|---|---|---|
| 1 | Constellation Energy Corp | 7.90% | 6.36% | 6.36% |
| 2 | Public Service Enterprise Group Inc | 6.10% | 2.65% | 2.65% |
| 3 | PG&E Corp | 5.58% | 2.58% | 2.58% |
| 4 | Oklo Inc | 3.78% | 0.43% | 0.43% |
Only in NLR
22 total- Cameco Corp 7.97%
- BWX Technologies Inc 6.66%
- Fortum Oyj 5.25%
- CGN Power Co Ltd 4.84%
- NAC Kazatomprom JSC 4.58%
- Uranium Energy Corp 4.55%
- CEZ AS 4.43%
- NexGen Energy Ltd 4.37%
- Energy Fuels Inc/Canada 4.35%
- Paladin Energy Ltd 4.24%
Only in VPU
63 total- NextEra Energy Inc 11.92%
- Southern Co/The 6.36%
- Duke Energy Corp 6.28%
- American Electric Power Co Inc 4.42%
- Sempra 3.88%
- Vistra Corp 3.64%
- Dominion Energy Inc 3.32%
- Xcel Energy Inc 3.04%
- Entergy Corp 2.95%
- Exelon Corp 2.81%
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.