NLR vs XME: holdings overlap, shared companies and scores
As of October 28, 2026, NLR and XME overlap 6.2% by weight. VanEck Uranium and Nuclear ETF (NLR): Global nuclear energy companies. State Street SPDR S&P Metals & Mining ETF (XME): U.S. metals and mining.
Updated October 28, 2026
What moved NLR this week
NLR rose 1.8% in the week to October 28, 2026. The holdings that moved it most were Nexgen Energy (+4.8%), NAC Kazatomprom JSC (+4.9%) and Paladin Energy (+6.4%); Constellation Energy (−4.7%) pushed the other way.
What do NLR and XME each hold?
What's inside NLR: AI 4%, Tech 1%.
66% of NLR is its ten largest holdings.
What's inside XME: Tech 1%.
53% of XME is its ten largest holdings.
How much do NLR and XME overlap? 6.2% by weight
As of October 28, 2026, NLR and XME overlap 6.2% by weight.
8% of NLR is already inside XME.
6% of XME is already inside NLR.
NLR holds 25 companies and XME holds 38; 3 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score NLR and XME? 3.0 and 4.9 out of 10
As of October 28, 2026, ETF Copilot scores NLR 3.0 out of 10 and XME 4.9 out of 10.
They differ most on Return: NLR 5.0 and XME 8.5.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | NLR | XME |
|---|---|---|
| Growth | 5.8 | 8.3 |
| Value | 1.1 | 2.8 |
| Risk | 0.8 | 1.0 |
| Quality | 0.2 | 0.7 |
| Return | 5.0 | 8.5 |
XME is the cheaper of the two at 0.35% a year
As of October 28, 2026, NLR charges 0.52% a year, yields 3.30% and holds $3.2B in assets across 25 positions.
As of October 28, 2026, XME charges 0.35% a year, yields 0.35% and holds $3.8B in assets across 38 positions.
| Measure | NLR | XME |
|---|---|---|
| Expense ratio | 0.52% | 0.35% |
| Dividend yield | 3.30% | 0.35% |
| Assets under management | $3.2B | $3.8B |
| Holdings | 25 | 38 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “NLR vs XME holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/nlr-vs-xme
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