Data as of Nov 4, 2026.
Rare earth ETFs: what each one holds
See every rare earth ETF by what it holds, not by its name. Funds that hold the miners and processors of rare earth elements and the other metals a government calls critical: the inputs to magnets, chips and defence hardware. 7 funds, largest first. Updated Nov 4, 2026. The typical fund carries 8% of its weight in S&P 500 stocks, the 50th most of the 54 themes with holdings on file.
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What these funds actually own
Between them the 7 funds' ten largest holdings name 61 companies, of which 6 appear in more than one.More
Lynas Rare Earths Ltd. is among the ten largest of 3 of them, at an average of 9.7% of the fund.
Rare earth and critical materials ETFs, the companies their ten largest holdings name. The 15 most widely held of 61. Source: each fund's latest SEC filing or its issuer’s own daily holdings file, read by ETFIQ.
How this is counted
Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.
Share of each fund's weight in S&P 500 companies. Above half, the fund is mostly the S&P 500.
Dark line: the S&P 500 over the same days, +14.8%. Last column: the gap to each fund's own benchmark, in points.
The 7 largest rare earth ETFs
ETFIQ covers 7 rare earth ETFs. The largest are REMX ($1.4bn), SETM ($421m) and REXC ($71m); fees run 0.47% to 0.65%, as of .
- 1REMX$1.4bn0.53%VanEck Rare Earth and Strategic Metals ETF
- 2SETM$421m0.65%Sprott Critical Materials ETF
- 3REXC$71m0.65%Sprott Rare Earths Ex-China ETF
- 4EART$47m0.59%Global X Rare Earth & Critical Materials ETF
- 5FMTL$29m0.65%First Trust Indxx Critical Metals ETF
- 6ISTM$28m0.47%iShares Strategic Metals ETF
- 7WDIG$5.8m0.55%WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
Every rare earth ETF, largest first
Click a column to sortPoints (pts) are percentage points.
| Ticker | Fund | Issuer | Net assets ↓ | In the S&P 500 | Active share | Total return 1Y | vs its benchmark 1Y | Fee |
|---|---|---|---|---|---|---|---|---|
| REMX | VanEck Rare Earth and Strategic Metals ETF | VanEck | $1.4bn | 8.7% | 100.0% | −17.8% | −32.8 pts vs ACWI | 0.53% |
| SETM | Sprott Critical Materials ETF | Sprott | $421m | 9.1% | 99.8% | +3.9% | −10.9 pts vs VOO | 0.65% |
| REXC | Sprott Rare Earths Ex-China ETF | Sprott | $71m | 0.0% | 100.0% | first traded 203 days ago | · | 0.65% |
| EART | Global X Rare Earth & Critical Materials ETF | Global X | $47m | 8.1% | 99.8% | +10.5% | not measured | 0.59% |
| FMTL | First Trust Indxx Critical Metals ETF | First Trust | $29m | 12.4% | 99.7% | first traded 364 days ago | · | 0.65% |
| ISTM | iShares Strategic Metals ETF | iShares | $28m | 0.9% | 100.0% | +18.3% | not measured | 0.47% |
| WDIG | WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | WisdomTree | $5.8m | 3.6% | 99.8% | first traded 181 days ago | · | 0.55% |
How much of each pair is the same fund
The closest pair is SETM and WDIG, which hold 31% of their weight in the same companies. The furthest apart is ISTM and WDIG at 0%. The middle pair of the 21 is 11%.
Rare earth ETFs, the share of each pair’s weight held in the same companies. Read across or down; the number is the same either way. Cells are shaded against the closest pair here, 31%. Source: each fund’s own filed or daily holdings, read by ETFIQ.
How to read the grid
Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.
What each fund holds alone
Rare earth ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ.
Questions people ask
- How many rare earth ETFs are there?
- ETFIQ covers 7 US listed rare earth ETFs as of Nov 4, 2026. That is every one it can measure from the fund’s own published holdings.
- What is the largest rare earth ETF?
- REMX, VanEck Rare Earth and Strategic Metals ETF, at $1.4bn in net assets as of Nov 3, 2026, the largest of the 7 rare earth ETFs with a published size.
- What is the cheapest rare earth ETF?
- ISTM, iShares Strategic Metals ETF, at 0.47% a year by its prospectus filed May 29, 2026, the lowest fee of the 7 rare earth ETFs that publish one.
- Which rare earth ETF has performed best over the past year?
- ISTM, iShares Strategic Metals ETF, at +18.3% total return over the year to Nov 4, 2026, the highest of the 4 rare earth ETFs with a full year of trading behind them. Past returns do not predict future ones.
- What do rare earth ETFs hold?
- Funds that hold the miners and processors of rare earth elements and the other metals a government calls critical: the inputs to magnets, chips and defence hardware. Between them the 7 rare earth ETFs ETFIQ can read name 61 companies in their ten largest holdings, by holdings dated Jul 31, 2026 to Nov 4, 2026, most widely Lynas Rare Earths Ltd., which is among the ten largest of 3 of them.
- Do rare earth ETFs hold the same companies?
- It depends which two. Across the 21 pairs of the 7 rare earth ETFs with a full published book, by holdings dated Jul 31, 2026 to Nov 4, 2026, SETM and WDIG hold 31% of their weight in the same companies, ISTM and WDIG hold 0%, and the middle pair holds 11%. Two funds sold on one theme are not the same fund.
What the issuers say about this theme
About these links
The issuers behind these rare earth funds publish their own work on this theme. These are their pages and words, not ETFIQ’s. A fund company writing about a theme it sells is making a case.
Issuer material on this theme. Links leave ETFIQ. Source: each issuer’s own site.
Links are sources, not endorsements. Standards and sources →
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<figure style="margin:0;max-width:640px">
<iframe src="https://etfiq.com/embed/theme/rare-earth/" title="Rare earth and critical materials ETFs, one-year total return to Nov 4, 2026: ISTM +18.3%, EART +10.5%, SETM +3.9%, REMX −17.8%." width="640" height="700" loading="lazy" style="border:0;max-width:100%;width:100%"></iframe>
<figcaption style="font:13px/1.5 sans-serif">Rare earth and critical materials ETFs, one-year total return to Nov 4, 2026: ISTM +18.3%, EART +10.5%, SETM +3.9%, REMX −17.8%. Data: <a href="https://etfiq.com/themes/rare-earth">ETFIQ</a></figcaption>
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ETFIQ, Rare earth ETFs: what each one holds, data as of Nov 4, 2026. https://etfiq.com/themes/rare-earth
ETFIQ. (Nov 4, 2026). Rare earth ETFs: what each one holds. Retrieved from https://etfiq.com/themes/rare-earth
[Rare earth ETFs: what each one holds (ETFIQ, Nov 4, 2026)](https://etfiq.com/themes/rare-earth)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data.