REMX vs TY

Comparison between VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed REMX, delivering a return of +11.1% compared to -5.0%

REMX vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REMX(ETF)	TY(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.53%	N/A
Max Drawdown	92.95%	78.22%
Sharpe Ratio	1.03	1.49
5Y Beta	1.22	0.70
5Y Dividends CAGR	13.97%	12.25%

Net Assets

REMX

$1.90B

Winner

$2B

Expense Ratio

REMX

0.53%

N/A

Max Drawdown

REMX

92.95%

Winner

78.22%

Sharpe Ratio

REMX

1.03

Winner

1.49

5Y Beta

REMX

1.22

Winner

0.70

5Y Dividends CAGR

Winner

REMX

13.97%

12.25%

REMX vs TY - Historical Returns

Returns include dividend reinvestment.

Period	REMX	TY
1 month	-4.96%	+2.38%
3 months	-27.70%	+4.77%
6 months	-11.07%	+9.49%
1 year	+49.03%	+20.16%
5 years(CAGR)	-5.05%	+11.08%
10 years(CAGR)	+7.09%	+13.99%
Max(CAGR)	-4.10%	+6.16%

REMX

-4.96%

Winner

+2.38%

REMX

-27.70%

Winner

+4.77%

REMX

-11.07%

Winner

+9.49%

Winner

REMX

+49.03%

+20.16%

5Y(CAGR)

REMX

-5.05%

Winner

+11.08%

10Y(CAGR)

REMX

+7.09%

Winner

+13.99%

Max(CAGR)

REMX

-4.10%

Winner

+6.16%

REMX vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	REMX	TY
2026	+0.34%	+11.37%
2025	+90.95%	+17.62%
2024	-34.70%	+22.64%
2023	-17.59%	+17.19%
2022	-31.65%	-16.33%
2021	+72.76%	+31.10%
2020	+60.59%	+12.05%
2019	-0.28%	+28.15%
2018	-50.42%	-5.84%
2017	+80.08%	+27.70%
2016	+31.53%	+16.71%
2015	-44.36%	-2.05%
2014	-28.72%	+11.95%
2013	-33.75%	+26.03%
2012	-13.86%	+15.67%
2011	-38.19%	+4.25%
2010	+23.01%	+20.29%
2009	N/A	+16.94%
2008	N/A	-44.86%
2007	N/A	+3.50%
2006	N/A	+20.29%
2005	N/A	+4.01%
2004	N/A	+12.95%
2003	N/A	+21.39%
2002	N/A	-28.57%
2001	N/A	-3.49%
2000	N/A	-21.17%
1999	N/A	-8.03%

REMX vs TY 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 TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The current REMX drawdown is -64.65%.

Rank	REMX	TY
#1	-90.19% Apr 11, 2011 - Mar 16, 2020	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-15.28% Mar 3, 2011 - Mar 31, 2011	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-10.06% Jan 3, 2011 - Mar 3, 2011	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-9.15% Nov 11, 2010 - Dec 21, 2010	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-2.04% Dec 30, 2010 - Jan 3, 2011	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-1.89% Nov 4, 2010 - Nov 10, 2010	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-1.50% Oct 29, 2010 - Nov 4, 2010	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-0.95% Apr 5, 2011 - Apr 7, 2011	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-0.05% Dec 21, 2010 - Dec 23, 2010	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	N/A	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	N/A	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	N/A	-6.25% May 3, 2019 - Jun 20, 2019
#13	N/A	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	N/A	-5.06% Mar 28, 2024 - May 20, 2024
#15	N/A	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between REMX and TY is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.25

-101

Dividend Comparison (1999 - 2026)

REMX vs TY dividend yield comparison.

Year	REMX	TY
2026	0.00%	1.60%
2025	1.76%	11.97%
2024	2.56%	10.61%
2023	0.00%	4.36%
2022	1.56%	8.71%
2021	5.25%	14.13%
2020	0.81%	6.25%
2019	1.64%	6.86%
2018	12.43%	8.13%
2017	2.89%	4.69%
2016	2.23%	4.12%
2015	4.77%	4.05%
2014	1.53%	3.51%
2013	0.23%	3.38%
2012	1.72%	3.74%
2011	6.39%	1.93%
2010	0.00%	1.81%
2009	0.00%	3.32%
2008	0.00%	21.44%
2007	0.00%	11.69%
2006	0.00%	1.25%
2005	0.00%	1.29%
2004	0.00%	1.26%
2003	0.00%	1.04%
2002	0.00%	1.96%
2001	0.00%	7.43%
2000	0.00%	1.56%
1999	0.00%	0.43%