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Data as of .

REXC vs SLX: which is really different?

REXC and SLX hold 0% of their weight in the same names.

Sprott Rare Earths Ex-China ETF and VanEck Steel ETF.

0.0%REXC in the S&P 500
12.1%SLX in the S&P 500
−22.0%REXC total return, 1 year
+48.9%SLX total return, 1 year

ETFIQ Off-Index Score: REXC scores higher

How much of it is not the index it is sold as an alternative to?

REXC 91.8SLX 81.80.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

REXC100% of its weight is outside the S&P 500 · 3 months to Sep 18, 2026
0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 75% of the fund · 41 holdings filed Sep 18, 2026 · Nasdaq-100: 0% in0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 75% of the fund
SLX88% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
12%88%inof its weight outside the S&P 500active share 100% · top ten 58% of the fund · 39 holdings filed Sep 17, 2026 · Nasdaq-100: 0% in12%88%inof its weight outside the S&P 500active share 100% · top ten 58% of the fund

0% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, REXC and SLX hold 0% of their money in the same securities at the same weight.

Only in each
Only in REXCOnly in SLX
Lynas Rare Earths Ltd. 19.82%Rio Tinto Plc 7.08%
MP Materials Corp. 19.11%Bhp Group Ltd 7.05%
USA Rare Earth Inc. 6.23%Vale Sa 6.74%
Sunrise Energy Metals Ltd. 6.05%Nucor Corp 6.55%
Neo Performance Materials Inc. 5.00%Arcelormittal Sa 5.91%
Iluka Resources Ltd. 4.62%Steel Dynamics Inc 5.12%
Arafura Rare Earths Ltd. 4.04%Rio Tinto Ltd 4.74%
Lindian Resources Ltd. 3.85%Nippon Steel Corp 4.72%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 18, 2026.

Performance, window by window

REXC and SLX over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
REXCSLXREXCSLXREXCSLX
3 months−21.8%+0.7%−24.0 pts−1.6 pts−19.3 pts+3.2 pts
6 monthsnot published+23.8%not published+5.8 ptsnot published−0.5 pts
1 yearnot published+48.9%not published+32.3 ptsnot published+27.1 pts
3 yearsnot published+72.2%not published−6.2 ptsnot published−25.9 pts
Since launch−22.0%+176.7%−31.4 pts−626.8 pts−35.3 pts−1513.5 pts
Open the live comparison on ETFIQ
REXC and SLX on the same fields, as of Sep 18, 2026. Source: ETFIQ.
REXC
Sprott Rare Earths Ex-China ETF
Holds 41 stocks in rare earth and critical materials, 0% of its weight in S&P 500 companies
SLX
VanEck Steel ETF
Holds 39 stocks in miners and metals, 12% of its weight in S&P 500 companies
IssuerSprottVanEck
ThemeRare earth and critical materialsMiners and metals
In the S&P 5000.0%12.1%
Active share vs the S&P 500100.0%99.9%
In the Nasdaq-1000.0%0.0%
Holdings4139
Top ten, share of the fund75.3%58.2%
Expense ratio0.65%0.55%
Fee for the differing part0.65%0.55%
Total return, 1 year−22.0% (since launch on Apr 15, 2026)+48.9%
vs the S&P 500−31.4 pts+32.3 pts
vs the Nasdaq-100−35.3 pts+27.1 pts
Below its high−31.2%−6.6%
Net assets$65m$167m

REXC in plain words

By weight, 0% of REXC's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 75% of the fund across 41 positions, as published by its issuer for Sep 18, 2026. Since it launched on Apr 15, 2026 the fund returned −22.0% with distributions reinvested against +9.4% for the S&P 500, so a holder was behind by 31.4 pts. It sits 31.2% below its all-time high of May 6, 2026.

SLX in plain words

By weight, 12% of SLX's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 58% of the fund across 39 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +48.9% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 32.3 pts. It sits 6.6% below its all-time high of Jun 2, 2026.

Questions people ask

Do REXC and SLX hold the same stocks?
By their latest filings, 0% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, REXC or SLX?
REXC has 0% of its weight in S&P 500 names and SLX has 12%, so REXC differs more from the index.
Which is cheaper, REXC or SLX?
REXC charges 0.65% a year and SLX charges 0.55%, so SLX is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

REXC against SLX, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, REXC against SLX, data as of Sep 18, 2026. https://etfiq.com/compare/themes/rexc-vs-slx Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources