REMX vs WTV

Comparison between VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).

5-Year PerformanceWTV has outperformed REMX, delivering a return of +12.5% compared to +7.1%

REMX vs WTV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REMX(ETF)	WTV(ETF)
Net Assets	$2.60B	$2.60B
Expense Ratio	0.58%	0.12%
Max Drawdown	92.95%	42.18%
Sharpe Ratio	2.37	1.65
5Y Beta	1.12	0.81
P/E Ratio	N/A	20.45
Forward P/E	N/A	13.69
PEG Ratio	N/A	0.39
5Y Dividends CAGR	13.97%	17.94%
5Y EPS CAGR	N/A	16.63%
Debt to Equity	N/A	-18.17%
P/S Ratio	N/A	1.29
P/B Ratio	N/A	2.37

Net Assets

REMX

$2.60B

WTV

$2.60B

Expense Ratio

REMX

0.58%

Winner

WTV

0.12%

Max Drawdown

REMX

92.95%

Winner

WTV

42.18%

Sharpe Ratio

Winner

REMX

2.37

WTV

1.65

5Y Beta

REMX

1.12

Winner

WTV

0.81

P/E Ratio

REMX

N/A

WTV

20.45

Forward P/E

REMX

N/A

WTV

13.69

PEG Ratio

REMX

N/A

WTV

0.39

5Y Dividends CAGR

REMX

13.97%

Winner

WTV

17.94%

5Y EPS CAGR

REMX

N/A

WTV

16.63%

Debt to Equity

REMX

N/A

WTV

-18.17%

P/S Ratio

REMX

N/A

WTV

1.29

P/B Ratio

REMX

N/A

WTV

2.37

REMX vs WTV - Holdings Comparison

REMX and WTV have 0 common holdings. Overlap is 0.00%

REMX's top 25 holdings weight is 98.37%. WTV's top 25 holdings weight is 37.34%.

Rank	REMX	WTV
#1	ALBEMARLE CORP (ALB) - 8.72%	NVIDIA CORP (NVDA) - 3.67%
#2	PLS GROUP LTD (n/a) - 7.92%	SALESFORCE INC (CRM) - 1.95%
#3	LYNAS RARE EARTHS LTD (n/a) - 7.07%	ZOOM COMMUNICATIONS INC (ZM) - 1.85%
#4	LIONTOWN LTD (n/a) - 6.40%	TARGET CORP (TGT) - 1.75%
#5	CHINA NORTHERN RARE EARTH (GROUP) HIGH-TECH CO LTD CLASS A (n/a) - 6.08%	CITIGROUP INC (C) - 1.75%
#6	MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 5.83%	CISCO SYSTEMS INC (CSCO) - 1.62%
#7	SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 5.63%	META PLATFORMS INC CLASS A (META) - 1.58%
#8	GANFENG LITHIUM GROUP CO LTD (n/a) - 5.59%	n/a (DELL) - 1.48%
#9	XIAMEN TUNGSTEN CO LTD CLASS A (n/a) - 4.29%	BALL CORP (BALL) - 1.44%
#10	ALMONTY INDUSTRIES INC (n/a) - 4.11%	SOUTHWEST AIRLINES CO (LUV) - 1.43%
#11	SHENGHE RESOURCES HOLDING CO LTD CLASS A (n/a) - 3.83%	VIATRIS INC (VTRS) - 1.37%
#12	JINDUICHENG MOLYBDENUM CO LTD CLASS A (n/a) - 3.55%	VERIZON COMMUNICATIONS INC (VZ) - 1.37%
#13	ILUKA RESOURCES LTD (n/a) - 3.49%	ALTRIA GROUP INC (MO) - 1.37%
#14	LITHIUM AMERICAS CORP (LAC) - 2.97%	SLB LTD (SLB) - 1.30%
#15	SIGMA LITHIUM CORP (SGML) - 2.75%	THE MOSAIC CO (MOS) - 1.28%
#16	UNITED STATES ANTIMONY CORP (UAMY) - 2.64%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.28%
#17	AMG CRITICAL MATERIALS NV (n/a) - 2.62%	MORGAN STANLEY (MS) - 1.27%
#18	LITHIUM ARGENTINA AG (LAR) - 2.47%	ADOBE INC (ADBE) - 1.25%
#19	HUBEI ZHENHUA CHEMICAL CO LTD CLASS A (n/a) - 2.33%	MERCK & CO INC (MRK) - 1.25%
#20	TRONOX HOLDINGS PLC SHS CLASS A (TROX) - 2.08%	RYDER SYSTEM INC (R) - 1.22%
#21	VULCAN ENERGY RESOURCES LTD ORDINARY SHARES (n/a) - 1.76%	THE KRAFT HEINZ CO (KHC) - 1.21%
#22	STANDARD LITHIUM CORP (SLI) - 1.65%	DAVITA INC (DVA) - 1.21%
#23	IPERIONX LTD ADR (IPX) - 1.58%	EDISON INTERNATIONAL (EIX) - 1.17%
#24	JIAXIN INTERNATIONAL RESOURCES INVESTMENT LTD (n/a) - 1.55%	THERMO FISHER SCIENTIFIC INC (TMO) - 1.14%
#25	BAOJI TITANIUM INDUSTRY CO LTD CLASS A (n/a) - 1.46%	REGIONS FINANCIAL CORP (RF) - 1.13%
Total Holdings	33	118

REMX vs WTV - Historical Returns

Returns include dividend reinvestment.

Period	REMX	WTV
1 month	+13.65%	+4.02%
3 months	+19.88%	+0.45%
6 months	+65.99%	+12.01%
1 year	+180.42%	+25.39%
5 years(CAGR)	+7.08%	+12.52%
10 years(CAGR)	+12.25%	+13.29%
Max(CAGR)	-2.15%	+13.29%

Winner

REMX

+13.65%

WTV

+4.02%

Winner

REMX

+19.88%

WTV

+0.45%

Winner

REMX

+65.99%

WTV

+12.01%

Winner

REMX

+180.42%

WTV

+25.39%

5Y(CAGR)

REMX

+7.08%

Winner

WTV

+12.52%

10Y(CAGR)

REMX

+12.25%

Winner

WTV

+13.29%

Max(CAGR)

REMX

-2.15%

Winner

WTV

+13.29%

REMX vs WTV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	REMX	WTV
2026	+38.55%	+7.13%
2025	+90.95%	+14.03%
2024	-34.70%	+23.99%
2023	-17.59%	+22.85%
2022	-31.65%	-8.18%
2021	+72.76%	+31.79%
2020	+60.59%	+5.42%
2019	-0.28%	+29.11%
2018	-50.42%	-8.58%
2017	+80.08%	+1.14%
2016	+31.53%	N/A
2015	-44.36%	N/A
2014	-28.72%	N/A
2013	-33.75%	N/A
2012	-13.86%	N/A
2011	-38.19%	N/A
2010	+23.01%	N/A

REMX vs WTV 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 WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The current REMX drawdown is -51.19%.

Rank	REMX	WTV
#1	-90.19% Apr 11, 2011 - Mar 16, 2020	-42.18% Jan 16, 2020 - Nov 23, 2020
#2	-15.28% Mar 3, 2011 - Mar 31, 2011	-20.53% Sep 21, 2018 - Apr 5, 2019
#3	-10.06% Jan 3, 2011 - Mar 3, 2011	-19.31% Jan 4, 2022 - Feb 1, 2023
#4	-9.15% Nov 11, 2010 - Dec 21, 2010	-18.49% Nov 29, 2024 - Jul 23, 2025
#5	-2.04% Dec 30, 2010 - Jan 3, 2011	-13.67% Feb 2, 2023 - Jul 12, 2023
#6	-1.89% Nov 4, 2010 - Nov 10, 2010	-10.43% Aug 1, 2023 - Dec 1, 2023
#7	-1.50% Oct 29, 2010 - Nov 4, 2010	-9.69% Jan 26, 2018 - Aug 27, 2018
#8	-0.95% Apr 5, 2011 - Apr 7, 2011	-9.24% May 3, 2019 - Jul 24, 2019
#9	-0.05% Dec 21, 2010 - Dec 23, 2010	-7.88% Jul 26, 2019 - Oct 24, 2019
#10	N/A	-7.15% Feb 10, 2026 - May 8, 2026
#11	N/A	-6.91% Jul 31, 2024 - Aug 23, 2024
#12	N/A	-6.24% Mar 28, 2024 - Jul 16, 2024
#13	N/A	-6.10% Nov 16, 2021 - Dec 29, 2021
#14	N/A	-4.91% Oct 27, 2025 - Dec 3, 2025
#15	N/A	-4.66% May 10, 2021 - Aug 3, 2021

Correlation

Correlation between REMX and WTV is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2011 - 2026)

REMX vs WTV dividend yield comparison.

Year	REMX	WTV
2026	0.00%	0.52%
2025	1.76%	1.59%
2024	2.56%	1.54%
2023	0.00%	1.62%
2022	1.56%	2.08%
2021	5.25%	1.55%
2020	0.81%	1.63%
2019	1.64%	1.44%
2018	12.43%	1.94%
2017	2.89%	0.41%
2016	2.23%	0.00%
2015	4.77%	0.00%
2014	1.53%	0.00%
2013	0.23%	0.00%
2012	1.72%	0.00%
2011	6.39%	0.00%