REMX vs UTF

Comparison between VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF) and Cohen & Steers Infrastructure Fund Inc (UTF, ETF).

5-Year PerformanceUTF has outperformed REMX, delivering a return of +7.4% compared to +6.5%

REMX vs UTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REMX(ETF)	UTF(ETF)
Net Assets	$3B	$3.10B
Expense Ratio	0.53%	N/A
Max Drawdown	92.95%	76.73%
Sharpe Ratio	1.96	0.82
5Y Beta	1.19	0.33
5Y Dividends CAGR	13.97%	2.16%

Net Assets

REMX

$3B

Winner

UTF

$3.10B

Expense Ratio

REMX

0.53%

UTF

N/A

Max Drawdown

REMX

92.95%

Winner

UTF

76.73%

Sharpe Ratio

Winner

REMX

1.96

UTF

0.82

5Y Beta

REMX

1.19

Winner

UTF

0.33

5Y Dividends CAGR

Winner

REMX

13.97%

UTF

2.16%

REMX vs UTF - Historical Returns

Returns include dividend reinvestment.

Period	REMX	UTF
1 month	+1.43%	+2.23%
3 months	+6.57%	+5.47%
6 months	+36.39%	+18.85%
1 year	+143.03%	+14.60%
5 years(CAGR)	+6.48%	+7.41%
10 years(CAGR)	+10.09%	+11.55%
Max(CAGR)	-2.78%	+10.90%

REMX

+1.43%

Winner

UTF

+2.23%

Winner

REMX

+6.57%

UTF

+5.47%

Winner

REMX

+36.39%

UTF

+18.85%

Winner

REMX

+143.03%

UTF

+14.60%

5Y(CAGR)

REMX

+6.48%

Winner

UTF

+7.41%

10Y(CAGR)

REMX

+10.09%

Winner

UTF

+11.55%

Max(CAGR)

REMX

-2.78%

Winner

UTF

+10.90%

REMX vs UTF - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	REMX	UTF
2026	+25.08%	+14.87%
2025	+90.95%	+9.02%
2024	-34.70%	+21.94%
2023	-17.59%	-4.37%
2022	-31.65%	-10.87%
2021	+72.76%	+18.88%
2020	+60.59%	+7.66%
2019	-0.28%	+38.37%
2018	-50.42%	-9.63%
2017	+80.08%	+33.83%
2016	+31.53%	+12.44%
2015	-44.36%	-9.81%
2014	-28.72%	+18.86%
2013	-33.75%	+16.92%
2012	-13.86%	+26.58%
2011	-38.19%	+4.00%
2010	+23.01%	+9.22%
2009	N/A	+55.69%
2008	N/A	-56.76%
2007	N/A	+25.13%
2006	N/A	+28.72%
2005	N/A	+9.43%
2004	N/A	+21.99%

REMX vs UTF 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 UTF was -72.50%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.

The current REMX drawdown is -55.93%. The current UTF drawdown is -1.09%.

Rank	REMX	UTF
#1	-90.19% Apr 11, 2011 - Mar 16, 2020	-72.50% Jan 11, 2008 - Sep 12, 2012
#2	-15.28% Mar 3, 2011 - Mar 31, 2011	-52.53% Feb 18, 2020 - Nov 16, 2020
#3	-10.06% Jan 3, 2011 - Mar 3, 2011	-30.24% Apr 20, 2022 - Aug 8, 2024
#4	-9.15% Nov 11, 2010 - Dec 21, 2010	-27.26% Jul 1, 2014 - Jun 30, 2016
#5	-2.04% Dec 30, 2010 - Jan 3, 2011	-18.14% Aug 29, 2018 - Jan 25, 2019
#6	-1.89% Nov 4, 2010 - Nov 10, 2010	-17.85% May 21, 2007 - Oct 29, 2007
#7	-1.50% Oct 29, 2010 - Nov 4, 2010	-16.28% May 17, 2013 - Jan 16, 2014
#8	-0.95% Apr 5, 2011 - Apr 7, 2011	-13.18% Sep 7, 2005 - Jul 20, 2006
#9	-0.05% Dec 21, 2010 - Dec 23, 2010	-12.73% Jan 8, 2018 - Jul 31, 2018
#10	N/A	-11.99% Apr 2, 2025 - May 16, 2025
#11	N/A	-11.88% Aug 13, 2021 - Mar 28, 2022
#12	N/A	-11.18% Sep 8, 2016 - Feb 8, 2017
#13	N/A	-11.08% Nov 29, 2024 - Apr 1, 2025
#14	N/A	-10.32% Aug 22, 2025 - Jan 29, 2026
#15	N/A	-10.17% Nov 1, 2012 - Dec 31, 2012

Correlation

Correlation between REMX and UTF is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101

Dividend Comparison (2004 - 2026)

REMX vs UTF dividend yield comparison.

Year	REMX	UTF
2026	0.00%	3.54%
2025	1.76%	7.62%
2024	2.56%	7.74%
2023	0.00%	8.76%
2022	1.56%	7.75%
2021	5.25%	6.53%
2020	0.81%	7.20%
2019	1.64%	7.10%
2018	12.43%	10.12%
2017	2.89%	7.37%
2016	2.23%	10.51%
2015	4.77%	8.39%
2014	1.53%	6.51%
2013	0.23%	6.99%
2012	1.72%	7.68%
2011	6.39%	9.11%
2010	0.00%	7.31%
2009	0.00%	6.02%
2008	0.00%	22.86%
2007	0.00%	11.04%
2006	0.00%	6.34%
2005	0.00%	6.17%
2004	0.00%	3.43%