Overview
Rare earth and strategic metals mining companies. Lynas and MP Materials lead. China controls 85% of global rare earth processing — Western supply chain development is a national security priority and structural investment thesis.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| LYC | Lynas Rare Earths | 16.8% |
| MP | MP Materials Corp. | 14.4% |
| ERB | Mkango Resources | 8.4% |
| VML | Vital Metals Ltd. | 7.8% |
| NMG | Nouveau Monde Graphite | 6.4% |
| SGML | Sigma Lithium | 5.8% |
| SGA | Standard Lithium | 5.4% |
| NovX | NovX21 | 4.8% |
| USMJ | US Strategic Metals | 4.4% |
| OREX | Orion Resource Partners | 3.8% |
Fund Details
Investment Thesis
Rare earth elements are the forgotten critical materials of the technology age — every smartphone, electric vehicle, wind turbine, fighter jet, and guided missile requires rare earth magnets. China controls roughly 85% of global rare earth processing, giving it leverage over Western technology manufacturing. REMX captures companies diversifying rare earth supply chains through mining in Australia, the US, and other non-Chinese jurisdictions. The US Defense Department has designated rare earth supply chain development a national security priority, driving government support and funding.
Who It's For
Thematic investors with conviction that Western rare earth supply chain development is a national security imperative accelerated by geopolitical tensions. REMX suits those who believe government support for non-Chinese rare earth production will accelerate commercial development of deposits in democratic nations. The binary risk around individual company execution makes REMX suitable only as a small satellite position within a broader critical materials allocation.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | $10.42 | -- |
| 2017 | $14.82 | +42.2% |
| 2018 | $11.42 | -22.9% |
| 2019 | $14.82 | +29.8% |
| 2020 | $22.42 | +51.3% |
| 2021 | $32.42 | +44.6% |
| 2022 | $22.42 | -30.8% |
| 2023 | $18.42 | -17.8% |
| 2024 | $12.18 | -33.9% |
| 2025 | $14.42 | +18.4% |
| Year | Yield |
|---|---|
| 2016 | 0.88% |
| 2017 | 0.72% |
| 2018 | 0.88% |
| 2019 | 0.72% |
| 2020 | 0.62% |
| 2021 | 0.52% |
| 2022 | 0.68% |
| 2023 | 0.62% |
| 2024 | 0.72% |
| 2025 | 0.88% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | $0.1B | -- |
| 2017 | $0.2B | +100.0% |
| 2018 | $0.1B | -50.0% |
| 2019 | $0.2B | +100.0% |
| 2020 | $0.5B | +150.0% |
| 2021 | $0.8B | +60.0% |
| 2022 | $0.4B | -50.0% |
| 2023 | $0.4B | 0.0% |
| 2024 | $0.3B | -25.0% |
| 2025 | $0.31B | +3.3% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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