IBDV vs REMX

Comparison between ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF) and VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF).

5-Year PerformanceREMX has outperformed IBDV, delivering a return of +2.4% compared to +0.9%

IBDV vs REMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDV(ETF)	REMX(ETF)
Net Assets	$3B	$3B
Expense Ratio	0.10%	0.53%
Max Drawdown	24.90%	92.95%
Sharpe Ratio	0.17	1.95
5Y Beta	0.06	1.16
5Y Dividends CAGR	19.43%	13.97%

Net Assets

IBDV

$3B

REMX

$3B

Expense Ratio

Winner

IBDV

0.10%

REMX

0.53%

Max Drawdown

Winner

IBDV

24.90%

REMX

92.95%

Sharpe Ratio

IBDV

0.17

Winner

REMX

1.95

5Y Beta

Winner

IBDV

0.06

REMX

1.16

5Y Dividends CAGR

Winner

IBDV

19.43%

REMX

13.97%

IBDV vs REMX - Historical Returns

Returns include dividend reinvestment.

Period	IBDV	REMX
1 month	-0.24%	-14.68%
3 months	-0.74%	-5.15%
6 months	+0.43%	+24.94%
1 year	+4.54%	+130.36%
5 years(CAGR)	+0.88%	+2.37%
10 years(CAGR)	N/A	+8.72%
Max(CAGR)	+1.02%	-3.28%

Winner

IBDV

-0.24%

REMX

-14.68%

Winner

IBDV

-0.74%

REMX

-5.15%

IBDV

+0.43%

Winner

REMX

+24.94%

IBDV

+4.54%

Winner

REMX

+130.36%

5Y(CAGR)

IBDV

+0.88%

Winner

REMX

+2.37%

10Y(CAGR)

IBDV

N/A

REMX

+8.72%

Max(CAGR)

Winner

IBDV

+1.02%

REMX

-3.28%

IBDV vs REMX - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IBDV	REMX
2026	-0.02%	+15.38%
2025	+8.24%	+90.95%
2024	+3.94%	-34.70%
2023	+7.89%	-17.59%
2022	-14.02%	-31.65%
2021	-2.38%	+72.76%
2020	+5.32%	+60.59%
2019	N/A	-0.28%
2018	N/A	-50.42%
2017	N/A	+80.08%
2016	N/A	+31.53%
2015	N/A	-44.36%
2014	N/A	-28.72%
2013	N/A	-33.75%
2012	N/A	-13.86%
2011	N/A	-38.19%
2010	N/A	+23.01%

IBDV vs REMX Drawdown Comparison

The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.

The maximum drawdown for REMX was -90.19%, occurring on Mar 16, 2020. This drawdown has not yet recovered.

The current IBDV drawdown is -1.22%. The current REMX drawdown is -59.35%.

Rank	IBDV	REMX
#1	-21.85% Dec 31, 2020 - Sep 16, 2025	-90.19% Apr 11, 2011 - Mar 16, 2020
#2	-2.07% Aug 6, 2020 - Nov 19, 2020	-15.28% Mar 3, 2011 - Mar 31, 2011
#3	-2.07% Feb 27, 2026 - Mar 26, 2026	-10.06% Jan 3, 2011 - Mar 3, 2011
#4	-0.82% Nov 30, 2020 - Dec 28, 2020	-9.15% Nov 11, 2010 - Dec 21, 2010
#5	-0.75% Oct 20, 2025 - Nov 25, 2025	-2.04% Dec 30, 2010 - Jan 3, 2011
#6	-0.59% Sep 16, 2025 - Oct 2, 2025	-1.89% Nov 4, 2010 - Nov 10, 2010
#7	-0.49% Nov 26, 2025 - Dec 18, 2025	-1.50% Oct 29, 2010 - Nov 4, 2010
#8	-0.48% Jul 23, 2020 - Jul 30, 2020	-0.95% Apr 5, 2011 - Apr 7, 2011
#9	-0.41% Jan 14, 2026 - Jan 29, 2026	-0.05% Dec 21, 2010 - Dec 23, 2010
#10	-0.32% Oct 2, 2025 - Oct 13, 2025	N/A
#11	-0.27% Jul 9, 2020 - Jul 14, 2020	N/A
#12	-0.23% Dec 29, 2025 - Jan 14, 2026	N/A
#13	-0.18% Oct 16, 2025 - Oct 20, 2025	N/A
#14	-0.15% Jan 30, 2026 - Feb 5, 2026	N/A
#15	-0.14% Feb 17, 2026 - Feb 23, 2026	N/A

Correlation

Correlation between IBDV and REMX is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04

-101

Dividend Comparison (2011 - 2026)

IBDV vs REMX dividend yield comparison.

Year	IBDV	REMX
2026	1.90%	0.00%
2025	4.57%	1.76%
2024	4.69%	2.56%
2023	4.10%	0.00%
2022	3.02%	1.56%
2021	1.99%	5.25%
2020	0.90%	0.81%
2019	0.00%	1.64%
2018	0.00%	12.43%
2017	0.00%	2.89%
2016	0.00%	2.23%
2015	0.00%	4.77%
2014	0.00%	1.53%
2013	0.00%	0.23%
2012	0.00%	1.72%
2011	0.00%	6.39%