EWA vs URA overlap - what they share and where they differ

EWA and URA share 2.2% of their weight across 1 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

EWA and URA

2.2%

1 shared positions

EWA

iShares MSCI Australia ETF

Reported positions cover 91% of the fund, 40 positions · May 31, 2026

Top 10: 64.1%·Holdings of EWA

URA

Global X Uranium ETF

Reported positions cover 100% of the fund, 52 positions · Apr 30, 2026

Top 10: 66.1%·Holdings of URA

Reported positions cover EWA 91%, URA 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

URA vs EWA side by side

EWAiShares MSCI Australia ETF

40

stock positions reported to the SEC

75.5% of its weight is in 39 names URA does not hold

URAGlobal X Uranium ETF

52

stock positions reported to the SEC

97.8% of its weight is in 51 names EWA does not hold

Where each fund's weight sits

EWA
URA
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Basic Materials
19.1%
50.3%
Utilities
0.0%
8.1%
Financial Services
3.6%
5.2%
Real Estate
0.0%
4.8%
Energy
2.9%
0.0%
Technology
0.6%
0.0%

The widest gap is Basic Materials: URA has 31.2 points more of it.

The figures side by side

EWAURA
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported4052
Weight of the ten largest64.1%66.1%
Largest positionBHP 15.7%CCJ 23.1%
Held alone39 positions, 75.5%51 positions, 97.8%
Covered by stock positions91%100%

Holdings they share

StockIn EWAIn URACounted
BHPBHP GROUP LIMITED15.69%2.21%2.21%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in EWA

COMMONWEALTH BANK OF AUSTRALIA13.76%
WESTPAC BANKING CORPORATION6.14%
NATIONAL AUSTRALIA BANK LIMITED5.71%
ANZ GROUP HOLDINGS LIMITED5.30%
WESFARMERS LIMITED4.51%
MACQUARIE GROUP LIMITED4.31%
RIORIO TINTO LIMITED3.45%
WDSWOODSIDE ENERGY GROUP LTD2.89%
KOYNCSL LIMITED2.34%
WOOLWORTHS GROUP LIMITED2.14%

Only in URA

CCJCAMECO CORPORATION23.13%
OKLOOklo Inc7.31%
NXENEXGEN ENERGY LTD.6.27%
UECURANIUM ENERGY CORP.5.79%
JYNTJoint stock company National atomic company Kazatomprom4.81%
SIISprott Physical Uranium Trust4.33%
UUUUENERGY FUELS INCORPORATED4.24%
DAEWOO ENGINEERING & CONSTRUCTION CO., LTD.4.06%
PALADIN ENERGY LTD3.09%
HYUNDAI ENGINEERING & CONSTRUCTION CO.,LTD3.04%

Questions people ask

Is EWA the same as URA?

2.2% of their weight sits in the same 1 holdings. EWA also reports COMMONWEALTH BANK OF AUSTRALIA, WESTPAC BANKING CORPORATION, NATIONAL AUSTRALIA BANK LIMITED, which the other does not. URA also reports CCJ, OKLO, NXE, which the other does not.

How is the overlap between EWA and URA measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 91% of EWA and 100% of URA, so the number cannot exceed the smaller coverage.

Which holds more, URA or EWA?

EWA reports 40 stock positions and URA reports 52. 75.5% of EWA's weight sits in names URA does not hold, and 97.8% of URA's weight in names EWA does not hold. The ten largest positions are 64.1% of EWA and 66.1% of URA.

How do EWA and URA differ by sector?

The widest gap is Basic Materials: URA has 31.2 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.