Latest news with #SprottUraniumMinersETF
Globe and Mail
16-06-2025
- Business
- Globe and Mail
3 Nuclear ETFs to Watch as U.S. Policy Sparks a Surge
While investors have generally been cautious regarding green energy since the presidential election last November, the Trump administration has recently provided multiple signals that it intends to boost domestic nuclear energy by a significant amount. In May, the president signed a series of executive orders aiming to facilitate the construction of nuclear plants on public lands, grow U.S. uranium mining operations, and, controversially, revisit exposure limits for ionizing radiation. The exact impact of these orders remains to be seen, but investors have good reason now to expect movement in companies linked to nuclear energy, particularly amid rising demand related to AI usage. Individual pure-play stocks like Denison Mines Corp. (TSE: DML) and even larger energy firms with a nuclear arm such as PG&E Corp. (NYSE: PCG) could benefit from recent government action. But investors may not wish to make a bet on individual companies while the regulatory landscape is shifting so dramatically. Instead, a number of high-quality nuclear energy exchange-traded funds (ETFs) provide a diversified alternative and excellent, broad exposure to the industry. This Uranium ETF Offers Growth and Dividends Too [content-module:CompanyOverview|NYSEARCA:URNM] Though it's down more than 2% in the last year, the Sprott Uranium Miners ETF (NYSEARCA: URNM) has surged by nearly 19% in the past month. With roughly 36 holdings, URNM is one of the more consolidated portfolios among the relatively small number of nuclear energy ETFs available. As such, investors should expect that a small number of positions will occupy outsized portions of the fund, the top two names are roughly 30% of invested assets, for example. As a uranium miners fund, URNM provides exposure to one corner of the broader nuclear energy space. The fund sets itself apart by investing a sizable portion of its asset base, nearly 12%, in the Sprott Physical Uranium Trust, a fund dedicated to holding physical uranium. Investors should also note that not every company in URNM's portfolio is exclusively dedicated to uranium mining; the fund's target index aims to include companies devoting at least 50% of their assets to the uranium mining industry. URNM's mix of assets allows it to pay an attractive dividend yield of 3.13%, making it a good choice for investors seeking both capital appreciation and passive income potential. And with an expense ratio of 0.75%, URNM is solidly in the middle when it comes to fees across the nuclear energy fund space. Global X Uranium ETF Powers Ahead With 29% Gain [content-module:CompanyOverview|NYSEARCA:URA] The Global X Uranium ETF (NYSEARCA: URA) has outperformed URNM above with one-year returns near 9% and a rally of 29% in the last month. It also enjoys substantially higher trading volumes, with a one-month average of more than 3.6 million shares. URA has close to 50 holdings and is not limited to uranium mining firms, although it is highly concentrated, with the top position occupying nearly a quarter of the portfolio. URA may be among the best options for exposure to the broad uranium industry, including both mining firms and companies involved in designing and building nuclear energy components. It has a focus across developed markets, so companies in countries heavily involved in the industry, including Canada and South Korea, among others, have prominent positions. Investors might need to know that URA has a history of fairly wide price swings, including a drop of roughly 50% from November 2024 through April 2025. Still, its expense ratio of 0.69% makes it one of the cheapest ETFs to focus exclusively on the nuclear energy space. This Nuclear ETF Is Quietly Crushing the Market [content-module:CompanyOverview|NYSEARCA:NUKZ] With an even more impressive return of 54% in the last year (and a very strong 21% boost in the past month), the Range Nuclear Renaissance Index ETF (NYSEARCA: NUKZ) targets a slightly different space than the two funds above. NUKZ is focused on companies operating within the advanced reactor, utilities, construction & services, and fuel industries. Its 45-holding portfolio is similarly focused, but assets are distributed somewhat more evenly across these positions: the largest holding is under 10% for NUKZ. NUKZ also has the advantage of a truly global focus, although its relatively smaller asset base and trading volume may offset this in comparison with URNM and URA. Investors should also not expect much by way of dividend payments from NUKZ, and its fee is slightly higher at 0.85%. Still, if it can maintain recent momentum, these other factors may not matter much to investors. 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Yahoo
23-05-2025
- Business
- Yahoo
URA, Uranium ETFs Surge as Trump Orders Nuclear Reforms
Nuclear energy and uranium ETFs leaped Friday, charged by expectations that President Donald Trump is poised to remove barriers to the industry's expansion. The biggest U.S. uranium exchange-traded fund, the $2.9 billion Global X Uranium ETF (URA) soared more than 12% Friday afternoon, adding to the past month's 26% gain. The No. 2 fund, the $1.4 billion Sprott Uranium Miners ETF (URNM) also gained more than 12%. The top holding in both funds is Canadian miner Cameco Corp. (CCJ), which rose 14%. Trump signed an executive order today making approvals for new reactors easier, opening federal lands to nuclear power plant construction and providing for more robust uranium supply lines. Artificial intelligence computing has created massive new demands for electricity, and Trump in his first day in office declared an energy emergency. 'Trump's embrace of nuclear energy is a tide that lifts the entire nuclear industry, adding a premium to nuclear stocks and increasing demand for uranium,' said Research Lead Kent Thune, CFP. The performance of Uranium and nuclear ETFs has been mixed over the past year, with uranium miners hit particularly hard. URNM has dropped 35%, while the $229.4 million Sprott Junior Uranium Miners ETF (URNJ) has lost 45%. That's, in part, due to a 49% drop in uranium prices since January 2024, according to data on Cameco's website. The world's top producer is Kazakhstan, a close ally of Russia, which has been hit by global sanctions over the war with Ukraine. Canada is the world's No. 2 supplier and has been threatened with sanctions by the Trump administration. Other nuclear and uranium ETFs jumping today include the VanEck Uranium+Nuclear Energy ETF (NLR), which moved 11% higher, and the Range Nuclear Renaissance Index ETF (NUKZ), which added 7%. NUKZ is the outlier with its 39% gain over the past & Uranium ETF Flows—Source: Only eight ETFs are listed on as nuclear/uranium-focused | © Copyright 2025 All rights reserved
Yahoo
21-05-2025
- Business
- Yahoo
Sprott's COPP ETF to Add Physical Copper Exposure in June
Sprott Asset Management will add physical copper to its Sprott Copper Miners ETF (COPP) effective June 23, creating the market's only ETF offering exposure to both physical copper and copper-mining companies, according to a company announcement Wednesday. The addition of physical copper to COPP gives investors a more complete exposure to the copper market, combining both the metal itself and mining companies at a time when infrastructure spending continues driving demand for the industrial metal. The change comes through a modification to the ETF's underlying benchmark, the Nasdaq Sprott Copper Miners Index, which already tracks companies focused on copper mining, exploration, development and production, according to the press release from Sprott. COPP currently holds about $24.1 million in assets under management with a 0.65% expense ratio, according to FactSet data. The fund has attracted roughly $667,000 in net inflows over the past three months and $4.5 million over the past year. The ETF has posted an 11.9% gain over the past month, though it remains down 5% over the three-month period and 0.8% year-to-date, according to FactSet. Major holdings currently include Freeport-McMoRan, Inc. (FCX) at 23.6% of the portfolio, Teck Resources Ltd. at 8.7% and Ivanhoe Mines Ltd. at 7.2%. "This change will make COPP the only ETF to provide exposure to physical copper and the only ETF to provide pure-play exposure to large-, mid- and small-cap copper miners," the company stated in its announcement. The fund is part of Sprott's family of critical materials and precious metals ETFs, which includes the Sprott Uranium Miners ETF (URNM), the Sprott Junior Uranium Miners ETF (URNJ), the Sprott Gold Miners ETF (SGDM), the Sprott Junior Gold Miners ETF (SGDJ) and the Sprott Silver Miners & Physical Silver ETF (SLVR), according to the company's announcement. Sprott currently also offers the Sprott Junior Copper Miners ETF (COPJ), which focuses on mid- and small-cap companies in the copper industry, according to the | © Copyright 2025 All rights reserved Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
