REMX vs ADX

Comparison between VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF) and Adams Diversified Equity Fund (ADX, ETF).

5-Year PerformanceADX has outperformed REMX, delivering a return of +17.1% compared to +8.0%

REMX vs ADX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REMX(ETF)	ADX(ETF)
Net Assets	$3B	$3.10B
Expense Ratio	0.53%	N/A
Max Drawdown	92.95%	85.05%
Sharpe Ratio	2.42	2.09
5Y Beta	1.12	0.90
5Y Dividends CAGR	13.97%	16.20%

Net Assets

REMX

$3B

Winner

ADX

$3.10B

Expense Ratio

REMX

0.53%

ADX

N/A

Max Drawdown

REMX

92.95%

Winner

ADX

85.05%

Sharpe Ratio

Winner

REMX

2.42

ADX

2.09

5Y Beta

REMX

1.12

Winner

ADX

0.90

5Y Dividends CAGR

REMX

13.97%

Winner

ADX

16.20%

REMX vs ADX - Historical Returns

Returns include dividend reinvestment.

Period	REMX	ADX
1 month	+15.90%	+6.74%
3 months	+19.16%	+7.61%
6 months	+63.17%	+11.19%
1 year	+180.94%	+34.36%
5 years(CAGR)	+7.99%	+17.14%
10 years(CAGR)	+12.30%	+18.03%
Max(CAGR)	-1.97%	+7.34%

Winner

REMX

+15.90%

ADX

+6.74%

Winner

REMX

+19.16%

ADX

+7.61%

Winner

REMX

+63.17%

ADX

+11.19%

Winner

REMX

+180.94%

ADX

+34.36%

5Y(CAGR)

REMX

+7.99%

Winner

ADX

+17.14%

10Y(CAGR)

REMX

+12.30%

Winner

ADX

+18.03%

Max(CAGR)

REMX

-1.97%

Winner

ADX

+7.34%

REMX vs ADX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	REMX	ADX
2026	+42.65%	+10.07%
2025	+90.95%	+25.68%
2024	-34.70%	+30.30%
2023	-17.59%	+31.71%
2022	-31.65%	-20.45%
2021	+72.76%	+31.72%
2020	+60.59%	+16.75%
2019	-0.28%	+36.30%
2018	-50.42%	-4.03%
2017	+80.08%	+28.84%
2016	+31.53%	+8.21%
2015	-44.36%	+0.50%
2014	-28.72%	+14.96%
2013	-33.75%	+28.61%
2012	-13.86%	+15.17%
2011	-38.19%	-5.54%
2010	+23.01%	+10.00%
2009	N/A	+27.29%
2008	N/A	-37.00%
2007	N/A	+10.35%
2006	N/A	+16.29%
2005	N/A	+2.53%
2004	N/A	+13.61%
2003	N/A	+22.25%
2002	N/A	-20.77%
2001	N/A	-22.59%
2000	N/A	-32.31%
1999	N/A	+11.64%

REMX vs ADX Drawdown Comparison

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

The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.

The current REMX drawdown is -49.75%.

Rank	REMX	ADX
#1	-90.19% Apr 11, 2011 - Mar 16, 2020	-71.51% Sep 5, 2000 - Dec 13, 2016
#2	-15.28% Mar 3, 2011 - Mar 31, 2011	-37.17% Feb 19, 2020 - Aug 25, 2020
#3	-10.06% Jan 3, 2011 - Mar 3, 2011	-36.67% Feb 8, 2000 - Mar 3, 2000
#4	-9.15% Nov 11, 2010 - Dec 21, 2010	-34.19% Jan 19, 2000 - Feb 8, 2000
#5	-2.04% Dec 30, 2010 - Jan 3, 2011	-33.68% Mar 23, 2000 - Mar 28, 2000
#6	-1.89% Nov 4, 2010 - Nov 10, 2010	-25.07% Dec 29, 2021 - Nov 22, 2023
#7	-1.50% Oct 29, 2010 - Nov 4, 2010	-18.73% Sep 27, 2018 - Apr 4, 2019
#8	-0.95% Apr 5, 2011 - Apr 7, 2011	-18.29% Feb 18, 2025 - May 29, 2025
#9	-0.05% Dec 21, 2010 - Dec 23, 2010	-10.16% Feb 2, 2026 - Apr 9, 2026
#10	N/A	-10.01% Mar 31, 2000 - Jul 7, 2000
#11	N/A	-9.85% Jan 26, 2018 - Jul 24, 2018
#12	N/A	-9.59% Sep 2, 2020 - Nov 13, 2020
#13	N/A	-9.25% Jul 16, 2024 - Nov 6, 2024
#14	N/A	-7.76% Nov 17, 1999 - Dec 27, 1999
#15	N/A	-5.90% Sep 3, 2021 - Oct 25, 2021

Correlation

Correlation between REMX and ADX is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.23

-101

Dividend Comparison (2000 - 2026)

REMX vs ADX dividend yield comparison.

Year	REMX	ADX
2026	0.00%	3.86%
2025	1.76%	7.93%
2024	2.56%	12.38%
2023	0.00%	7.34%
2022	1.56%	7.36%
2021	5.25%	15.35%
2020	0.81%	6.54%
2019	1.64%	9.00%
2018	12.43%	15.85%
2017	2.89%	9.18%
2016	2.23%	7.79%
2015	4.77%	7.17%
2014	1.53%	8.48%
2013	0.23%	6.35%
2012	1.72%	6.23%
2011	6.39%	6.33%
2010	0.00%	4.56%
2009	0.00%	4.46%
2008	0.00%	7.85%
2007	0.00%	7.29%
2006	0.00%	6.49%
2005	0.00%	6.22%
2004	0.00%	6.78%
2003	0.00%	6.29%
2002	0.00%	6.91%
2001	0.00%	11.32%
2000	0.00%	8.70%