ENERGY FUELS INC. (TSE: EFR) - ETF Exposure

Current share price for EFR : $20.380 1.42 (6.51%)⁺

Currency: CAD ($)

Energy Fuels Inc is a critical mineral company based in the U.S. It produces several critical minerals, including uranium, vanadium, REEs (including NdPr, Dy and Tb) is an ASX-listed company and is held by a number of exchange traded funds (ETFs). It and HMS (including titanium and zirconium minerals). The company's project portfolio comprises uranium properties like Pinyon Plain Project, White Mesa Mill, Roca Honda Project, etc.; Heavy Minerals Sands project like Vara Mada Project, Donald Project, Bahia Project, etc.; the Nichols Ranch Project, and severalother properties. The firm's reportable segments are: Uranium, REE, and HMS. Key revenue is generated from the Uranium segment, which is involved in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties, and the recycling of uranium-bearing materials generated by third parties.

EFR General Information ⁺

TSE Code	EFR
Industry/Sector	Uranium
Market Cap ($M)	5,093
EFR Share Price	$20.380
Day High	$21.980
Day Low	$20.210
Last Close	$21.800
EFR Share Price Movement	$1.42 ( 6.51% )

Prices as at 17:10, 29 Aug 2026

⁺Security prices are at best end-of-day and are indicative only.

Already own an ETF? You may already have meaningful exposure to EFR

ENERGY FUELS INC. (EFR) is held across 7 ETFs spanning strategies that include uranium exposure . Its weighting in those funds means performance can have an outsized influence - when EFR moves, funds like URNM, ATOM, AINF, RSSL and PGA1 that hold it can move with it.

For more concentrated exposure, ETFs such as URNM (BetaShares Global Uranium ETF) allocate about 4.2% to EFR , while the average exposure across all 7 ETFs that hold it is around 1.2% .

Top ETF holdings

BetaShares Global Uranium ETF (URNM) ~ 4.2%
Global X Uranium ETF (ATOM) ~ 3.4%
Global X Artificial Intelligence Infrastructure ETF (AINF) ~ 0.5%
Global X Russell 2000 ETF (RSSL) ~ 0.2%
Plato Global Alpha Fund Complex ETF (PGA1) ~ 0.1%

Last updated: ETF data and holdings as at 29 August 2026

Own EFR directly or through an ETF?

How does holding ENERGY FUELS INC. (EFR) shares directly compare to ETFs that include it?

	EFR Direct	URNM ASX	ATOM ASX	AINF ASX	RSSL ASX	PGA1 ASX
Holdings	1 company	62 holdings	61 holdings	31 holdings	2,017 holdings	2,497 holdings
EFR Weight	100%	4.2%	3.4%	0.5%	0.2%	0.1%
Diversification	Single Stock	Broad	Broad	Broad	Broad	Broad
Annual Cost	Brokerage only	0.69% p.a.	0% p.a.	0.57% p.a.	0.1% p.a.	0.85% p.a.
Approx. Yield	-	2.17%	7.91%	3.43%	0.57%	-
Star Ratings	-

Yields and costs are approximate. ETF yields reflect the fund's dividend distributions, not EFR's direct yield. Annual cost uses each ETF's MER.

EFR Exposure on $10,000 investment

How a $10,000 investment in ENERGY FUELS INC. (EFR) one week ago compares with ETFs that hold it.

Security	Investment type	Current price	7-day price movement	Dollar change	Value today
ENERGY FUELS INC. (EFR)	Direct share	$20.380	-2.35%	-$235	$9,765
BetaShares Global Uranium ETF (URNM)	Equity - Global Sectors	$11.280	10.70%	+$1,070	$11,070
Global X Uranium ETF (ATOM)	Equity - Global Sectors	$22.040	8.68%	+$868	$10,868
Global X Artificial Intelligence Infrastructure ETF (AINF)	Equity - Global Sectors	$17.950	1.99%	+$199	$10,199
Global X Russell 2000 ETF (RSSL)	Equity - Global	$11.670	0.26%	+$26	$10,026
Plato Global Alpha Fund Complex ETF (PGA1)	Equity - Global Strategy	$14.920	0.47%	+$47	$10,047

Assumes $10,000 invested 7 days ago. Figures are based on price movement only and exclude distributions, fees and brokerage.

ENERGY FUELS INC. (EFR) ETFs

7 ETFs hold ENERGY FUELS INC. (EFR).

ETF	EFR Weight	MER	Yield
BetaShares Global Uranium ETF (URNM)	4.2%	0.69%	2.17%
Global X Uranium ETF (ATOM)	3.4%	0%	7.91%
Global X Artificial Intelligence Infrastructure ETF (AINF)	0.5%	0.57%	3.43%
Global X Russell 2000 ETF (RSSL)	0.2%	0.1%	0.57%
Plato Global Alpha Fund Complex ETF (PGA1)	0.1%	0.85%	-
Vanguard MSCI International Small Companies Index ETF (VISM)	0%	0.32%	8%
Vanguard US Total Market Shares Index ETF (VTS)	0%	0.03%	0.91%

EFR Financial Summary

Operating Revenue Per Share	Price to Operating revenue	Price to free cash flow	Earnings Yield	PE Ratio	Dividend Yield	Forward Dividend Yield	Forward Earnings Yield
$0.26	$77.28	n/a	11.18%	8.94	n/a	n/a	-1.57

EFR Calendar of Events

Created Date	Changed Date	Event
07 April 2026	21 April 2026	Company Meeting

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