{"url":"https://etfiq.com/themes/rare-earth","section":"themes","title":"Rare earth ETFs: 7 funds, largest first | ETFIQ","description":"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 Nov 3 to 4, 2026.","as_of":"Nov 4, 2026","structured_data":[{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"How many rare earth ETFs are there?","acceptedAnswer":{"@type":"Answer","text":"ETFIQ covers 7 US listed rare earth ETFs as of Nov 4, 2026. That is every one it can measure from the fund\u2019s own published holdings."}},{"@type":"Question","name":"What is the largest rare earth ETF?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"What is the cheapest rare earth ETF?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"Which rare earth ETF has performed best over the past year?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"What do rare earth ETFs hold?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"Do rare earth ETFs hold the same companies?","acceptedAnswer":{"@type":"Answer","text":"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."}}]},{"@type":"ItemList","name":"Rare earth ETFs: 7 funds, largest first","numberOfItems":7,"itemListElement":[{"@type":"ListItem","position":1,"name":"REMX","url":"https://etfiq.com/funds/remx"},{"@type":"ListItem","position":2,"name":"SETM","url":"https://etfiq.com/funds/setm"},{"@type":"ListItem","position":3,"name":"REXC","url":"https://etfiq.com/funds/rexc"},{"@type":"ListItem","position":4,"name":"EART","url":"https://etfiq.com/funds/eart"},{"@type":"ListItem","position":5,"name":"FMTL","url":"https://etfiq.com/funds/fmtl"},{"@type":"ListItem","position":6,"name":"ISTM","url":"https://etfiq.com/funds/istm"},{"@type":"ListItem","position":7,"name":"WDIG","url":"https://etfiq.com/funds/wdig"}]},{"@type":"ItemList","name":"The 7 largest rare earth ETFs","itemListOrder":"https://schema.org/ItemListOrderDescending","numberOfItems":7,"itemListElement":[{"@type":"ListItem","position":1,"name":"REMX","url":"https://etfiq.com/funds/remx"},{"@type":"ListItem","position":2,"name":"SETM","url":"https://etfiq.com/funds/setm"},{"@type":"ListItem","position":3,"name":"REXC","url":"https://etfiq.com/funds/rexc"},{"@type":"ListItem","position":4,"name":"EART","url":"https://etfiq.com/funds/eart"},{"@type":"ListItem","position":5,"name":"FMTL","url":"https://etfiq.com/funds/fmtl"},{"@type":"ListItem","position":6,"name":"ISTM","url":"https://etfiq.com/funds/istm"},{"@type":"ListItem","position":7,"name":"WDIG","url":"https://etfiq.com/funds/wdig"}]},{"@type":"Dataset","name":"Rare earth ETFs: what each one holds","description":"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 Nov 3 to 4, 2026.","url":"https://etfiq.com/themes/rare-earth","dateModified":"2026-11-04","inLanguage":"en","creator":{"@id":"https://etfiq.com/#org"},"publisher":{"@id":"https://etfiq.com/#org"},"license":"https://etfiq.com/license/","isAccessibleForFree":true,"creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}],"variableMeasured":["Weight overlap with the S&P 500","Active share","Holdings","Top ten share of the fund","Total return","Fee for the differing part","Expense ratio"],"keywords":["exchange-traded funds","ETF","Thematic ETFs","fund data","SEC filings"]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Thematic ETFs","item":"https://etfiq.com/themes/"},{"@type":"ListItem","position":3,"name":"Rare earth","item":"https://etfiq.com/themes/rare-earth"}]},{"@type":"WebPage","name":"Rare earth ETFs: 7 funds, largest first","description":"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 Nov 3 to 4, 2026.","url":"https://etfiq.com/themes/rare-earth","dateModified":"2026-11-04","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":8819,"truncated":false,"content":"ETFIQ / Thematic ETFs / Rare earth \n \n Data as of Nov 4, 2026 .\n Rare earth ETFs: what each one holds\n 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.\n 7 US listed rare earth ETFs \n $1.4bn The largest, REMX \n 0.47% The cheapest, ISTM \n +18.3% Best one year, ISTM \n\n The short answers\n Least like the S&P 500 REXC , Sprott Rare Earths Ex-China ETF, 0.0% of its weight in S&P 500 companies. Closest pair SETM and WDIG , 31% of their weight in the same companies. What these funds actually own\n Between them the 7 funds' ten largest holdings name 61 companies, of which 6 appear in more than one. Lynas Rare Earths Ltd. is among the ten largest of 3 of them, at an average of 9.7% of the fund.\n Rare earth and critical materials ETFs, the companies their ten largest holdings name. Source: each fund's latest SEC filing or its issuer\u2019s own daily holdings file, read by ETFIQ. Company Among the ten largest of Average weight where it is Largest, and in which fund \n Lynas Rare Earths Ltd. LYC 3 of 7 9.7% 21.3% in REXC \n Mp Materials Corp MP 3 of 7 9.4% 18.9% in REXC \n Freeport-McMoRan Inc. FCX 3 of 7 5.2% 7.7% in FMTL \n Albemarle Corp ALB 2 of 7 6.1% 8.7% in REMX \n Sociedad Quimica Y Minera De Chile Sa SQM 2 of 7 6.1% 8.7% in REMX \n Iluka Resources Ltd. ILU 2 of 7 4.0% 5.6% in REXC \n Grupo Mexico, S.A.B. de C.V. (Class B) GMEXICOB.MM 1 of 7 8.3% 8.3% in FMTL \n BHP Group Limited BHP.AU 1 of 7 8.2% 8.2% in FMTL \n Rio Tinto Plc RIO.LN 1 of 7 7.8% 7.8% in FMTL \n China Northern Rare Earth Group High-Te 600111 C1 1 of 7 7.5% 7.5% in REMX \n Lynas Rare Earths Ltd LYC AU 1 of 7 6.8% 6.8% in REMX \n Anglo American Plc AAL.LN 1 of 7 6.3% 6.3% in FMTL \n ANGLO AMERICAN PLC 1 of 7 5.4% 5.4% in EART \n Neo Performance Materials Inc. NEO 1 of 7 5.4% 5.4% in REXC \n Pilbara Minerals Ltd PLS AU 1 of 7 5.3% 5.3% in REMX \n \n The 15 most widely held of 61. 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.\n The 7 largest rare earth ETFs\n 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 Nov 3 to 4, 2026 .\n REMX VanEck Rare Earth and Strategic Metals ETF $1.4bn 0.53% \n SETM Sprott Critical Materials ETF $421m 0.65% \n REXC Sprott Rare Earths Ex-China ETF $71m 0.65% \n EART Global X Rare Earth & Critical Materials ETF $47m 0.59% \n FMTL First Trust Indxx Critical Metals ETF $29m 0.65% \n ISTM iShares Strategic Metals ETF $28m 0.47% \n WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund $5.8m 0.55% \n \n Rare earth ETFs: what each one holds, as of Nov 4, 2026. Source: ETFIQ. Ticker Fund Issuer Net assets In the S&P 500 Active share Total return 1Y vs its benchmark 1Y Fee \n REMX VanEck Rare Earth and Strategic Metals ETF VanEck $1.4bn 8.7% 100.0% \u221217.8% \u221232.8 pts vs ACWI 0.53% \n SETM Sprott Critical Materials ETF Sprott $421m 9.1% 99.8% +3.9% \u221210.9 pts vs VOO 0.65% \n REXC Sprott Rare Earths Ex-China ETF Sprott $71m 0.0% 100.0% first traded 203 days ago \u00b7 0.65% \n EART Global X Rare Earth & Critical Materials ETF Global X $47m 8.1% 99.8% +10.5% not measured 0.59% \n FMTL First Trust Indxx Critical Metals ETF First Trust $29m 12.4% 99.7% first traded 364 days ago \u00b7 0.65% \n ISTM iShares Strategic Metals ETF iShares $28m 0.9% 100.0% +18.3% not measured 0.47% \n WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund WisdomTree $5.8m 3.6% 99.8% first traded 181 days ago \u00b7 0.55% \n \n How much of each pair is the same fund\n 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%.\n Rare earth ETFs, the share of each pair\u2019s 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\u2019s own filed or daily holdings, read by ETFIQ. REMX SETM REXC EART FMTL ISTM WDIG \n REMX \u00b7 18% 18% 11% 1% 0% 16% \n SETM 18% \u00b7 11% 25% 20% 0% 31% \n REXC 18% 11% \u00b7 5% 1% 0% 15% \n EART 11% 25% 5% \u00b7 26% 0% 22% \n FMTL 1% 20% 1% 26% \u00b7 0% 20% \n ISTM 0% 0% 0% 0% 0% \u00b7 0% \n WDIG 16% 31% 15% 22% 20% 0% \u00b7 \n \n 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.\n What each fund holds alone\n Rare earth ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ. Fund Largest holding it alone has Weight All of its own names \n REMX China Northern Rare Earth Group High-Te 600111 C1 7.7% 37.2% \n SETM Uranium Energy Corp. UEC 3.0% 23.2% \n REXC Victory Metals Ltd. VTM 0.8% 5.1% \n EART China Northern Rare Earth (Group) High-Tech Co., Ltd. 3.7% 30.7% \n FMTL BHP Group Limited BHP.AU 8.2% 35.3% \n ISTM CRH AMERICA FINANCE INC 144A CRHID 1.9% 69.5% \n WDIG ATI INC ATI 4.3% 25.5% \n \n Questions people ask\n 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\u2019s 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\n The issuers behind these rare earth funds publish their own work on this theme. These are their pages and words, not ETFIQ\u2019s. A fund company writing about a theme it sells is making a case.\n Issuer material on this theme. Links leave ETFIQ. Source: each issuer\u2019s own site. Issuer What they publish Kind \n VanEck VanEck Insights Their research index \n Sprott Sprott Insights on metals and mining Their research index \n Global X Global X Insights, including The Next Big Theme Their research index \n First Trust First Trust Investment Insights Their research index \n iShares iShares Portfolio Insights Their research index \n WisdomTree WisdomTree blog Their research index \n \n Where to next\n The largest rare earth ETFs The cheapest rare earth ETFs The rare earth ETFs least like the S&P 500 The rare earth ETFs that returned most The most concentrated rare earth ETFs Every thematic ETF Compare two funds The vocabulary Sources\n Fund holdings from SEC Form N-PORT and from the issuers\u2019 own daily files SEC EDGAR, full-text search of fund filings SEC Form N-PORT, what a fund filed it holds Rule 19a-1, what a distribution notice must say Links are sources, not endorsements.\n ETFIQ is an independent publisher and makes no recommendations. Standards and sources \n Cite this page. ETFIQ, Rare earth ETFs: what each one holds, data as of 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 .\n Other forms Plain ETFIQ, Rare earth ETFs: what each one holds, data as of Nov 4, 2026. https://etfiq.com/themes/rare-earth APA ETFIQ. (Nov 4, 2026). Rare earth ETFs: what each one holds. Retrieved from https://etfiq.com/themes/rare-earth Markdown [Rare earth ETFs: what each one holds (ETFIQ, Nov 4, 2026)](https://etfiq.com/themes/rare-earth)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, Rare earth ETFs: what each one holds, data as of Nov 4, 2026. https://etfiq.com/themes/rare-earth"}