Intelligence Feed event · Commodity · 2026-10-15

    Nuclear ETF NLR Lags Clean Energy Index ICLN by 32.8% Over 12-Month Period

    Question

    Nuclear ETF NLR Lags Clean Energy Index ICLN by 32.8% Over 12-Month Period

    Direct answer

    The VanEck Nuclear Energy ETF (NLR) declined 21.8% over the past 12 months, in sharp contrast to the 11.0% advance posted by the iShares Global Clean Energy ETF (ICLN). NLR maintains a 3.1% dividend yield, reflecting the cash generation of mature utility operators, while ICLN operates at a 0.38% expense ratio. The divergence highlights relative performance differences between regulated utility base-load generation and distributed renewable equipment providers across clean power portfolios.

    Original publisher
    Market Ontology
    Evidence through
    2026-10-15
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Nuclear ETF NLR Lags Clean Energy Index ICLN by 32.8% Over 12-Month Period”, revision 1, evidence through 2026-10-15. https://marketontology.com/market-events/2026-10-15/nuclear-etf-nlr-lags-clean-energy-index-icln-by-32-8-over-12-month-period-615be8

    COMMODITY
    Nuclear ETF NLR Lags Clean Energy Index ICLN by 32.8% Over 12-Month Period
    The VanEck Nuclear Energy ETF (NLR) declined 21.8% over the past 12 months, in sharp contrast to the 11.0% advance posted by the iShares Global Clean Energy ETF (ICLN). NLR maintains a 3.1% dividend yield, reflecting the cash generation of mature utility operators, while ICLN operates at a 0.38% expense ratio. The divergence highlights relative performance differences between regulated utility base-load generation and distributed renewable equipment providers across clean power portfolios.
    NLRICLN
    Impact
    64
    OCT 15
    SIG
    85%
    NLRICLN
    Nuclear ETF NLR Lags Clean Energy Index ICLN by 32.8% Over 12-Month Period
    The VanEck Nuclear Energy ETF (NLR) declined 21.8% over the past 12 months, in sharp contrast to the 11.0% advance posted by the iShares Global Clean Energy ETF (ICLN). NLR maintains a 3.1% dividend yield, reflecting the cash generation of mature utility operators, while ICLN operates at a 0.38% expense ratio. The divergence highlights relative performance differences between regulated utility base-load generation and distributed renewable equipment providers across clean power portfolios.
    → Diverging capital expenditure cycles and contract pricing lead to a 32.8 percentage point performance spread between nuclear equities in NLR and solar/wind components in ICLN.
    Impact
    The VanEck Nuclear Energy ETF (NLR) declined 21.8% over the past 12 months, in sharp contrast to the 11.0% advance posted by the iShares Global Clean Energy ETF (ICLN). NLR maintains a 3.1% dividend yield, reflecting the cash generation of mature utility operators, while ICLN operates at a 0.38% expense ratio. The divergence highlights relative performance differences between regulated utility base-load generation and distributed renewable equipment providers across clean power portfolios.
    Affected
    NLRICLN
    Transmission
    Diverging capital expenditure cycles and contract pricing lead to a 32.8 percentage point performance spread between nuclear equities in NLR and solar/wind components in ICLN.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    NLRrelative performance drag against broad clean tech indexesDown1-4wNLR posted a 21.8% decline over the past year.
    ICLNpositive constituent momentum in renewable infrastructureUp1-4wICLN gained 11.0% over the trailing 12 months.

    Does this development affect your holdings?

    Enter your holdings to check them against this and other recent developments, review the decision that matters most, then set a monitor.

    Check this development against my holdings

    Review your initial audit before choosing ongoing portfolio scanning at $79/month.

    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    No verifiable public source recorded for this card.

    Related

    Check this development against my holdings

    See today's live cards

    Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.

    Open Desk — $399/month