# Rare earth ETFs: 7 funds, largest first

> 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.

Data as of Nov 4, 2026. Rebuilt every trading night.

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.

7 US listed rare earth ETFs

$1.4bn The largest, REMX

0.47% The cheapest, ISTM

+18.3% Best one year, ISTM

### The short answers

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

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.

| Company | Among the ten largest of | Average weight where it is | Largest, and in which fund |
| --- | --- | --- | --- |
| Lynas Rare Earths Ltd. LYC | 3 of 7 | 9.7% | 21.3% in REXC |
| Mp Materials Corp MP | 3 of 7 | 9.4% | 18.9% in REXC |
| Freeport-McMoRan Inc. FCX | 3 of 7 | 5.2% | 7.7% in FMTL |
| Albemarle Corp ALB | 2 of 7 | 6.1% | 8.7% in REMX |
| Sociedad Quimica Y Minera De Chile Sa SQM | 2 of 7 | 6.1% | 8.7% in REMX |
| Iluka Resources Ltd. ILU | 2 of 7 | 4.0% | 5.6% in REXC |
| Grupo Mexico, S.A.B. de C.V. (Class B) GMEXICOB.MM | 1 of 7 | 8.3% | 8.3% in FMTL |
| BHP Group Limited BHP.AU | 1 of 7 | 8.2% | 8.2% in FMTL |
| Rio Tinto Plc RIO.LN | 1 of 7 | 7.8% | 7.8% in FMTL |
| China Northern Rare Earth Group High-Te 600111 C1 | 1 of 7 | 7.5% | 7.5% in REMX |
| Lynas Rare Earths Ltd LYC AU | 1 of 7 | 6.8% | 6.8% in REMX |
| Anglo American Plc AAL.LN | 1 of 7 | 6.3% | 6.3% in FMTL |
| ANGLO AMERICAN PLC | 1 of 7 | 5.4% | 5.4% in EART |
| Neo Performance Materials Inc. NEO | 1 of 7 | 5.4% | 5.4% in REXC |
| Pilbara Minerals Ltd PLS AU | 1 of 7 | 5.3% | 5.3% in REMX |

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.

### 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 Nov 3 to 4, 2026 .

- REMX VanEck Rare Earth and Strategic Metals ETF $1.4bn 0.53%

- SETM Sprott Critical Materials ETF $421m 0.65%

- REXC Sprott Rare Earths Ex-China ETF $71m 0.65%

- EART Global X Rare Earth & Critical Materials ETF $47m 0.59%

- FMTL First Trust Indxx Critical Metals ETF $29m 0.65%

- ISTM iShares Strategic Metals ETF $28m 0.47%

- WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund $5.8m 0.55%

| 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%.

| | REMX | SETM | REXC | EART | FMTL | ISTM | WDIG |
| --- | --- | --- | --- | --- | --- | --- | --- |
| REMX | · | 18% | 18% | 11% | 1% | 0% | 16% |
| SETM | 18% | · | 11% | 25% | 20% | 0% | 31% |
| REXC | 18% | 11% | · | 5% | 1% | 0% | 15% |
| EART | 11% | 25% | 5% | · | 26% | 0% | 22% |
| FMTL | 1% | 20% | 1% | 26% | · | 0% | 20% |
| ISTM | 0% | 0% | 0% | 0% | 0% | · | 0% |
| WDIG | 16% | 31% | 15% | 22% | 20% | 0% | · |

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

| Fund | Largest holding it alone has | Weight | All of its own names |
| --- | --- | --- | --- |
| REMX | China Northern Rare Earth Group High-Te 600111 C1 | 7.7% | 37.2% |
| SETM | Uranium Energy Corp. UEC | 3.0% | 23.2% |
| REXC | Victory Metals Ltd. VTM | 0.8% | 5.1% |
| EART | China Northern Rare Earth (Group) High-Tech Co., Ltd. | 3.7% | 30.7% |
| FMTL | BHP Group Limited BHP.AU | 8.2% | 35.3% |
| ISTM | CRH AMERICA FINANCE INC 144A CRHID | 1.9% | 69.5% |
| WDIG | ATI INC ATI | 4.3% | 25.5% |

### 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

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 | What they publish | Kind |
| --- | --- | --- |
| VanEck | VanEck Insights | Their research index |
| Sprott | Sprott Insights on metals and mining | Their research index |
| Global X | Global X Insights, including The Next Big Theme | Their research index |
| First Trust | First Trust Investment Insights | Their research index |
| iShares | iShares Portfolio Insights | Their research index |
| WisdomTree | WisdomTree blog | Their research index |

### Where to next

### Sources

Links are sources, not endorsements.

ETFIQ is an independent publisher and makes no recommendations. Standards and sources

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Rare earth ETFs: what each one holds, data as of Nov 4, 2026. https://etfiq.com/themes/rare-earth
Licence: https://etfiq.com/license/ Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/themes/rare-earth