Performance data is updated to 31 May 2026.
VanEck Uranium and Energy Innovation ETF (URAN) — Review & Analysis
URAN tracks the MarketVector Global Uranium and Energy Innovation Index — uranium miners plus broader nuclear and energy innovation names. AUM is $13.36 million with a 0.59% p.a. fee — meaningfully cheaper than URNM and ATOM which both charge 0.69%. Compare URAN against the uranium cohort on our commodities and resources ETF page.
URAN is the broadest of the three uranium ETFs on the ASX. URNM and ATOM are pure-play uranium exposures; URAN widens the lens to include nuclear infrastructure, energy innovation and adjacent themes.
That makes URAN less of a pure uranium price proxy but a more diversified clean-energy thesis. The 10bp fee saving versus URNM and ATOM compounds materially over long holding periods, though the smaller AUM means trading spreads can be wider than the bigger funds.
Uranium and clean-energy innovation are high-beta themes — URAN swings meaningfully with both the uranium price and broader risk-on/off cycles. The fund is unhedged. Our AI boom beyond NDQ guide covers how uranium and nuclear connect to AI power demand.
Performance (% return)
Investment Focus
Themes
Exposure Regions
Portfolio Breakdown
| Symbol | Company Name | % assets |
|---|---|---|
| CCJ US | Cameco Corp | 16.23% |
| OKLO US | Oklo Inc | 6.31% |
| NXE US | Nexgen Energy Ltd | 6.08% |
| Ihi Corp | 5.85% | |
| U-U CN | Sprott Physical Uranium Trust | 5.65% |
| ATRL CN | Atkinsrealis Group Inc | 5.41% |
| Samsung C&T Corp | 5.23% | |
| Mitsubishi Heavy Industries Ltd | 5.05% | |
| J US | Jacobs Solutions Inc | 4.91% |
| Hitachi Ltd | 4.89% |
Related Reads
The AI Boom Goes Beyond NDQ: Every ASX ETF Riding the Theme — From Chips to Copper to Uranium
Every ASX ETF with AI exposure — chips, robotics, uranium, copper, defence, batteries. The full AI value chain ranked by 3-year returns to March 2026.
Commodity & Resource ETFs on the ASX: Every Way to Access Gold, Silver, Copper, Uranium, and More
There are 28 commodity and resource ETFs listed on the ASX, collectively managing $21.6 billion in assets. They span five broad categories: Precious Metals, Australian Resources, Specialty & Transition Metals, Uranium & Energy, and Soft Commodities.
Similar ETFs
| Stock | Name | 1 Year % |
|---|---|---|
| URNM | Betashares Global Uranium ETF | +47.02% |
| ATOM | Global X Uranium ETF | +47.43% |
| HGEN | Global X Hydrogen ETF | +187.34% |
| VOLT | ETFS Global Lithium Miners ETF |
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Last updated: January 2026
