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Zensei
Trailing the market and nuclear energy stocks

NuScale Power (SMR) stock vs the S&P 500 and nuclear energy stocks

As of 2 October 2026, NuScale Power (SMR) is trailing both the S&P 500 and nuclear energy stocks as a group (NLR) over the past three months.

Prices as of
SMR 1M
−15.9%
S&P 500 1M
+1.3%
Funds that hold it
2
Weight in NLR
4.3%

Where NuScale Power stands now

As of 2 October 2026, NuScale Power is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.

Inside its group, SMR lags: it is behind nuclear energy stocks (NLR) over both the past month and three months. As a group, nuclear energy stocks are among the weakest groups in the market right now. Stock and group are both under pressure.

NuScale Power is 4.3% of NLR, so its moves weigh on the fund. It sits in 2 of the sector and theme funds Zensei tracks. The thing to watch is the past month: a turn against the market usually shows there first.

SMR vs the S&P 500: returns

NuScale Power and the S&P 500 (SPY) side by side, over each window Zensei tracks.

Window
SMR
S&P 500
1 week−8.0%−0.2%
2 weeks−14.3%+1.2%
1 month−15.9%+1.3%
3 months−20.6%+3.6%
6 months−23.6%+17.9%
1 year−80.4%+16.2%

Prices as of · computed from daily adjusted closes · how we measure

Zensei Edge

SMR against nuclear energy stocks, in depth

See the size of the gap between NuScale Power and nuclear energy stocks (NLR) over every window, its momentum and its relative strength, and where it sits among nuclear energy stocks.

See the full analysis

Which ETFs hold NuScale Power?

2 funds that Zensei tracks hold SMR, by weight. The fund with the largest weight is its sector on this page.

Fund
Weight
NLRNuclear Energy StocksMain sector
VanEck Uranium+Nuclear Energy ETF
4.3%
Global X Uranium ETF
2.9%

NuScale Power competitors

The largest other holdings of VanEck Uranium+Nuclear Energy ETF (NLR), with their return over the past month.

Stock
Weight
1M
CEGConstellation Energy Corp
9.0%−8.1%
PEGPublic Service Enterprise Group Inc
6.6%−6.5%
BWXTBwx Technologies Inc
5.5%−16.5%
UECUranium Energy Corp
5.1%−19.8%
LEUCentrus Energy Corp
4.6%−17.3%
4.1%−24.5%
OKLOOklo
3.8%−6.9%
XEX-Energy Inc
2.3%−21.9%
Each stock measured against the sector, with momentum and relative strengthUnlock with Premium

NuScale Power stock: common questions

Is NuScale Power stock beating the S&P 500?

As of 2 October 2026, NuScale Power (SMR) is down 15.9% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is down 20.6% and the S&P 500 is up 3.6%.

Which ETFs hold NuScale Power?

As of 2 October 2026, 2 funds that Zensei tracks hold SMR. Its largest weight is in VanEck Uranium+Nuclear Energy ETF (NLR), at 4.3%. It is also in Global X Uranium ETF (URA, 2.9%).

Who are NuScale Power's competitors?

As of 2 October 2026, the largest other holdings of VanEck Uranium+Nuclear Energy ETF (NLR) are Constellation Energy Corp (CEG), Public Service Enterprise Group Inc (PEG), Bwx Technologies Inc (BWXT), Uranium Energy Corp (UEC), Centrus Energy Corp (LEU). These are the stocks NuScale Power sits next to among nuclear energy stocks.

Is NuScale Power doing better than other nuclear energy stocks?

As of 2 October 2026, NuScale Power (SMR) is behind nuclear energy stocks as a group (NLR) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.

Track NuScale Power against nuclear energy stocks and the market

Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.