REMX vs GDV

Comparison between VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF) and Gabelli Dividend & Income Trust (GDV, ETF).

5-Year PerformanceGDV has outperformed REMX, delivering a return of +8.6% compared to +7.1%

REMX vs GDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REMX(ETF)	GDV(ETF)
Net Assets	$2.60B	$2.70B
Expense Ratio	0.58%	N/A
Max Drawdown	92.95%	73.33%
Sharpe Ratio	2.37	1.93
5Y Beta	1.12	0.77
5Y Dividends CAGR	13.97%	5.44%

Net Assets

REMX

$2.60B

Winner

GDV

$2.70B

Expense Ratio

REMX

0.58%

GDV

N/A

Max Drawdown

REMX

92.95%

Winner

GDV

73.33%

Sharpe Ratio

Winner

REMX

2.37

GDV

1.93

5Y Beta

REMX

1.12

Winner

GDV

0.77

5Y Dividends CAGR

Winner

REMX

13.97%

GDV

5.44%

REMX vs GDV - Historical Returns

Returns include dividend reinvestment.

Period	REMX	GDV
1 month	+13.65%	+3.73%
3 months	+19.88%	+1.17%
6 months	+65.99%	+12.55%
1 year	+180.42%	+29.28%
5 years(CAGR)	+7.08%	+8.60%
10 years(CAGR)	+12.25%	+11.37%
Max(CAGR)	-2.15%	+8.55%

Winner

REMX

+13.65%

GDV

+3.73%

Winner

REMX

+19.88%

GDV

+1.17%

Winner

REMX

+65.99%

GDV

+12.55%

Winner

REMX

+180.42%

GDV

+29.28%

5Y(CAGR)

REMX

+7.08%

Winner

GDV

+8.60%

10Y(CAGR)

Winner

REMX

+12.25%

GDV

+11.37%

Max(CAGR)

REMX

-2.15%

Winner

GDV

+8.55%

REMX vs GDV - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	REMX	GDV
2026	+38.55%	+6.94%
2025	+90.95%	+22.91%
2024	-34.70%	+18.64%
2023	-17.59%	+11.63%
2022	-31.65%	-19.09%
2021	+72.76%	+35.21%
2020	+60.59%	+4.02%
2019	-0.28%	+26.19%
2018	-50.42%	-17.09%
2017	+80.08%	+23.45%
2016	+31.53%	+19.57%
2015	-44.36%	-8.54%
2014	-28.72%	+6.24%
2013	-33.75%	+40.03%
2012	-13.86%	+10.49%
2011	-38.19%	+5.74%
2010	+23.01%	+21.68%
2009	N/A	+31.91%
2008	N/A	-44.37%
2007	N/A	+6.34%
2006	N/A	+27.58%
2005	N/A	+4.16%
2004	N/A	-4.13%
2003	N/A	+0.00%

REMX vs GDV 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 GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.

The current REMX drawdown is -51.19%. The current GDV drawdown is -1.09%.

Rank	REMX	GDV
#1	-90.19% Apr 11, 2011 - Mar 16, 2020	-68.82% Jul 13, 2007 - Apr 28, 2011
#2	-15.28% Mar 3, 2011 - Mar 31, 2011	-53.05% Jan 17, 2020 - Dec 2, 2020
#3	-10.06% Jan 3, 2011 - Mar 3, 2011	-28.61% Sep 21, 2018 - Jan 16, 2020
#4	-9.15% Nov 11, 2010 - Dec 21, 2010	-28.33% Nov 16, 2021 - Jul 12, 2024
#5	-2.04% Dec 30, 2010 - Jan 3, 2011	-26.21% Jun 23, 2014 - Aug 12, 2016
#6	-1.89% Nov 4, 2010 - Nov 10, 2010	-22.59% Jul 7, 2011 - Mar 16, 2012
#7	-1.50% Oct 29, 2010 - Nov 4, 2010	-16.69% Dec 17, 2003 - Jun 16, 2005
#8	-0.95% Apr 5, 2011 - Apr 7, 2011	-16.07% Feb 19, 2025 - May 20, 2025
#9	-0.05% Dec 21, 2010 - Dec 23, 2010	-11.99% Jan 25, 2018 - Aug 9, 2018
#10	N/A	-11.85% May 1, 2012 - Aug 10, 2012
#11	N/A	-11.65% Oct 17, 2012 - Jan 4, 2013
#12	N/A	-9.76% Feb 17, 2026 - Apr 17, 2026
#13	N/A	-9.24% May 21, 2013 - Jul 17, 2013
#14	N/A	-9.08% Aug 23, 2016 - Nov 23, 2016
#15	N/A	-8.03% Dec 27, 2013 - Mar 4, 2014

Correlation

Correlation between REMX and GDV is -0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.30

-101

Dividend Comparison (2004 - 2026)

REMX vs GDV dividend yield comparison.

Year	REMX	GDV
2026	0.00%	2.06%
2025	1.76%	6.05%
2024	2.56%	5.47%
2023	0.00%	6.10%
2022	1.56%	6.84%
2021	5.25%	5.11%
2020	0.81%	6.15%
2019	1.64%	6.01%
2018	12.43%	7.21%
2017	2.89%	5.64%
2016	2.23%	6.59%
2015	4.77%	6.72%
2014	1.53%	6.23%
2013	0.23%	4.65%
2012	1.72%	5.93%
2011	6.39%	5.84%
2010	0.00%	4.95%
2009	0.00%	7.55%
2008	0.00%	12.62%
2007	0.00%	8.03%
2006	0.00%	5.96%
2005	0.00%	7.26%
2004	0.00%	6.69%