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Exclusive Story Why These 3 Uranium ETFs Could Be 2026's Most Overlooked WinnersBy Nathan Reiff. First Published: 1/27/2026. 
Key Takeaways - 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 boom in domestic nuclear power, several prominent uranium miners have seen shares surge over the past year. Canadian producer Cameco Corp. (NYSE: CCJ), one of the world's largest uranium companies, has climbed about 161% year over year. As of 2026, the uranium industry faces a supply/demand imbalance: demand has outpaced production, and in the United States consumption far exceeds domestic output. That supply squeeze is likely to continue pushing uranium prices higher even as producers work to increase output. Investors in uranium stocks could therefore benefit both from the companies' operational gains and from higher commodity prices. The former CEO of Google calls it the most important thing to happen in 500, maybe 1,000 years of human society. A former U.S. Treasury Secretary says when your great-grandchildren write the history of this period, the political headlines will be the second or third story. The first story is something none of us have seen before. The dot-com collapse, global financial crisis, and COVID-19 pandemic don't compare to what's coming next. We may be entering a period of dramatic, almost unimaginable change. See the full warning and how to prepare now. The exchange-traded funds (ETFs) below could emerge as strong ways to capitalize on those gains while reducing single-company risk through diversified portfolios. Unique Focus on Smaller Uranium Companies Poised for Growth The Sprott Junior Uranium Miners ETF (NASDAQ: URNJ) is up an impressive 89% over the last year and is one of the few vehicles that gives broad exposure to smaller uranium miners (mid-cap and below). Easing regulations may make expansion more attainable for these smaller producers. URNJ can be a convenient way to access lesser-known firms such as Energy Fuels Inc. (NYSEAMERICAN: UUUU), a U.S. uranium producer with operations in Wyoming and Texas. The universe of smaller uranium companies is limited, so URNJ is not the most diversified uranium ETF available. Still, its 35 holdings are fairly evenly weighted, aside from a few larger positions like UUUU, which receives more than 14% of the portfolio. Investors bullish on uranium's outlook may appreciate URNJ's focus on companies with higher growth potential. The fund also pays a dividend yield of 2.25%. Its expense ratio of 0.80% is higher than some peers but may be reasonable given its niche exposure. Combining Uranium Miners and Physical Holdings Its cousin, the Sprott Uranium Miners ETF (NYSEARCA: URNM), has roughly five times URNJ's assets under management and about twice its average one-month trading volume. Interestingly, it holds a narrower portfolio of 27 names, with heavy allocations to Cameco (about 20% of assets) and Uranium Energy Corp. (NYSEAMERICAN: UEC) (14%). There is notable overlap between these two Sprott funds, which may lead investors to pick one or the other for exposure to the sector. One distinguishing feature of URNM is that it includes physical uranium, giving direct commodity exposure. Physical uranium represents 11.6% of the portfolio—a meaningful, but not dominant, allocation for investors who want closer tracking to the metal's price. URNM has slightly outperformed URNJ over the past year, rising about 93%, and charges a modestly lower fee of 0.75%. It also pays a dividend, though with a slightly lower yield of 1.69%, which may steer income-focused investors elsewhere. Strong Portfolio, Performance, and Fees By far the largest of the three by assets and trading volume, the Global X Uranium ETF (NYSEARCA: URA) is one of the most established uranium funds. It has also delivered the strongest performance here, rising about 110% over the last year, and offers the highest dividend yield at 3.65%. URA's 49 holdings provide broad coverage across the uranium industry, spanning market caps and developed markets. The fund even includes some large electronics and automotive companies that, while not traditionally thought of as nuclear firms, are involved in manufacturing components or providing services relevant to nuclear energy. URA is relatively diversified, though Cameco still represents nearly a quarter of the portfolio. For a single uranium investment offering wide exposure, a solid performance history, and competitive costs (URA's expense ratio is 0.69%), URA is a compelling option.
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