ETF comparison
NLRvsXLU
Both Utilities.
VanEck Uranium and Nuclear ETF · State Street Utilities Select Sector SPDR ETF
Holdings overlap
3 positions appear in both funds. Buying equal dollars of NLR and XLU would leave roughly8.4%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
XLU is 44 bps cheaper than NLR. On a $100,000 position that's about $440/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 thecost calculator pre-filled with NLR vs XLU.
Top shared holdings
3 shared in total| # | Holding | In NLR | In XLU | Overlap |
|---|---|---|---|---|
| 1 | Constellation Energy Corp | 8.04% | 5.59% | 5.59% |
| 2 | Public Service Enterprise Group Inc | 7.09% | 2.85% | 2.85% |
| 3 | State Street Global Advisors | 2.13% | 0.00% | 0.00% |
Only in NLR
23 total- Cameco Corp8.41%
- BWX Technologies Inc6.78%
- Fortum Oyj5.75%
- Oklo Inc5.22%
- Centrus Energy Corp5.05%
- Uranium Energy Corp4.99%
- NexGen Energy Ltd4.97%
- Denison Mines Corp4.77%
- NuScale Power Corp4.76%
- Energy Fuels Inc/Canada4.67%
Only in XLU
29 total- NextEra Energy Inc12.89%
- Southern Co/The7.60%
- Duke Energy Corp6.95%
- American Electric Power Co Inc5.24%
- Sempra4.27%
- Dominion Energy Inc4.23%
- Entergy Corp3.70%
- Vistra Corp3.54%
- Xcel Energy Inc3.53%
- Exelon Corp3.36%
Open NLR or XLU 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 methodologyand 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.