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

EWY and URA share 2.6% of their weight across 3 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.

EWY and URA

2.6%

3 shared positions

EWY

iShares MSCI South Korea ETF

Reported positions cover 99% of the fund, 77 positions · May 31, 2026

Top 10: 69.7%·Holdings of EWY

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 EWY 99%, 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 EWY side by side

EWYiShares MSCI South Korea ETF

77

stock positions reported to the SEC

96.2% of its weight is in 74 names URA does not hold

URAGlobal X Uranium ETF

52

stock positions reported to the SEC

92.3% of its weight is in 49 names EWY does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Basic Materials
0.8%
50.3%
Technology
31.1%
0.0%
Utilities
0.0%
8.1%
Financial Services
3.0%
5.2%
Real Estate
0.0%
4.8%
Communication Services
0.9%
0.0%

The widest gap is Basic Materials: URA has 49.5 points more of it.

The figures side by side

EWYURA
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported7752
Weight of the ten largest69.7%66.1%
Largest positionSKHY 30.9%CCJ 23.1%
Held alone74 positions, 96.2%49 positions, 92.3%
Covered by stock positions99%100%

Holdings they share

StockIn EWYIn URACounted
DOOSAN ENERBILITY CO., LTD.1.21%2.66%1.21%
SAMSUNG C&T CORPORATION0.99%1.96%0.99%
HYUNDAI ENGINEERING & CONSTRUCTION CO.,LTD0.39%3.04%0.39%

What each holds alone

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

Only in EWY

SKHYSK hynix Inc.30.85%
SAMSUNG ELECTRONICS CO., LTD.23.95%
SAMSUNG ELECTRO-MECHANICS CO.,LTD3.42%
SK SQUARE CO., LTD.3.08%
HYUNDAI MOTOR COMPANY2.43%
KBKB Financial Group Inc.1.40%
HYUNDAI MOBIS CO.,LTD1.22%
SAMSUNG SDI CO., LTD.1.14%
SHGSHINHAN FINANCIAL GROUP CO.,LTD1.03%
HANWHA AEROSPACE CO., LTD.1.01%

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%
LEUCENTRUS ENERGY CORP.3.00%

Questions people ask

Is EWY the same as URA?

2.6% of their weight sits in the same 3 holdings. EWY also reports SKHY, SAMSUNG ELECTRONICS CO., LTD., SAMSUNG ELECTRO-MECHANICS CO.,LTD, which the other does not. URA also reports CCJ, OKLO, NXE, which the other does not.

How is the overlap between EWY 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 99% of EWY and 100% of URA, so the number cannot exceed the smaller coverage.

Which holds more, URA or EWY?

EWY reports 77 stock positions and URA reports 52. 96.2% of EWY's weight sits in names URA does not hold, and 92.3% of URA's weight in names EWY does not hold. The ten largest positions are 69.7% of EWY and 66.1% of URA.

How do EWY and URA differ by sector?

The widest gap is Basic Materials: URA has 49.5 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.