VanEck Uranium and Nuclear Energy ETF Up 11% YTD, 196% Five-Year
VanEck Uranium and Nuclear Energy ETF has returned 11% year-to-date and 196% over five years after a strong 2025 rally. The fund’s 25+ positions in nuclear power and uranium producers, with a 0.56% expense ratio, may benefit from looser regulations and rising nuclear demand for AI.
1. Performance History
After surging throughout 2025, NLR posted an 11% rally year-to-date in 2026 and a 196% gain over the past five years despite a recent dip. This performance underscores its resilience in the clean energy segment following renewed nuclear interest.
2. Portfolio Composition
The fund holds just over two dozen positions spanning nuclear power operators and uranium producers across the United States, Canada, Australia, China and other regions. Its dual exposure provides diversified access to multiple corners of the nuclear energy supply chain.
3. Growth Drivers and Expenses
NLR may benefit from looser regulations accelerating nuclear adoption and rising demand for clean power in AI and data centers. Although its 0.56% expense ratio ranks high among ETFs, potential returns and sector tailwinds may justify the cost.