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

EWY and URA share 3.0% 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

3.0%

3 shared positions

EWY

iShares MSCI South Korea ETF

Reported positions cover 98% of the fund, 74 positions · Aug 31, 2026

Top 10: 58.8%·Holdings of EWY

URA

Global X Uranium ETF

Reported positions cover 99% of the fund, 57 positions · Jul 31, 2026

Top 10: 63.0%·Holdings of URA

Reported positions cover EWY 98%, URA 99% 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

74

stock positions reported to the SEC

95.4% of its weight is in 71 names URA does not hold

URAGlobal X Uranium ETF

57

stock positions reported to the SEC

93.5% of its weight is in 54 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
0.9%
54.6%
Technology
21.3%
0.0%
Financial Services
4.7%
7.6%
Utilities
0.0%
6.8%
Real Estate
0.0%
4.4%
Communication Services
1.2%
0.0%

The widest gap is Basic Materials: URA has 53.7 points more of it.

The figures side by side

EWYURA
Filing dateAug 31, 2026Jul 31, 2026
Stock positions reported7457
Weight of the ten largest58.8%63.0%
Largest positionSAMSUNG ELECTRONICS CO., LTD. 22.2%CCJ 22.2%
Held alone71 positions, 95.4%54 positions, 93.5%
Covered by stock positions98%99%

Holdings they share

StockIn EWYIn URACounted
DOOSAN ENERBILITY CO., LTD.1.29%1.96%1.29%
SAMSUNG C&T CORPSAMSUNG C&T CORPORATION1.17%2.06%1.17%
HYUNDAI ENGINEERING & CONSTRUCTION CO.,LTD0.53%1.94%0.53%

What each holds alone

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

Only in EWY

SAMSUNG ELECTRONICS CO., LTD.22.21%
SKHYSK hynix Inc.20.96%
SK SQUARE CO., LTD.3.17%
SAMSUNG ELECTRO-MECHANICS CO.,LTD2.96%
KBKB Financial Group Inc.2.10%
HYUNDAI MOTOR COMPANY1.74%
SHGShinhan Financial Group Co., Ltd.1.66%
HANA FINANCIAL GROUP INCHana Financial Group Inc.1.43%
HANWHA AEROSPACE CO., LTD.1.32%
SAMSUNG SDI CO., LTD.1.29%

Only in URA

CCJCAMECO CORPORATION22.18%
SIISprott Physical Uranium Trust6.74%
OKLOOklo Inc6.09%
NXENEXGEN ENERGY LTD.6.07%
UECURANIUM ENERGY CORP.4.81%
JYNTJoint stock company National atomic company Kazatomprom4.40%
LEUCENTRUS ENERGY CORP.3.46%
PALADIN ENERGY LTD3.14%
SMRNuscale Power Corp3.04%
UUUUENERGY FUELS INCORPORATED3.03%

Questions people ask

Is EWY the same as URA?

3.0% of their weight sits in the same 3 holdings. EWY also reports SAMSUNG ELECTRONICS CO., LTD., SKHY, SK SQUARE CO., LTD., which the other does not. URA also reports CCJ, SII, OKLO, 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 98% of EWY and 99% of URA, so the number cannot exceed the smaller coverage.

Which holds more, URA or EWY?

EWY reports 74 stock positions and URA reports 57. 95.4% of EWY's weight sits in names URA does not hold, and 93.5% of URA's weight in names EWY does not hold. The ten largest positions are 58.8% of EWY and 63.0% of URA.

How do EWY and URA differ by sector?

The widest gap is Basic Materials: URA has 53.7 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.