REXC vs CNQQ
Comparison between Sprott Rare Earths ExChina ETF (REXC, ETF) and RayliantChinaAMC Transformative China Tech ETF (CNQQ, ETF).
REXC vs CNQQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
REXC vs CNQQ - Holdings Comparison
REXC and CNQQ have 1 common holdings. Overlap is 0.01%
REXC's top 25 holdings weight is 97.49%. CNQQ's top 25 holdings weight is 65.71%.
| Rank | REXC | CNQQ |
|---|---|---|
| #1 | LYNAS RARE EARTHS LTD (n/a) - 19.89% | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 7.35% |
| #2 | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 19.22% | TENCENT HOLDINGS LTD (n/a) - 7.09% |
| #3 | SUNRISE ENERGY METALS LTD (n/a) - 5.92% | n/a (n/a) - 6.37% |
| #4 | NEO PERFORMANCE MATERIALS INC ORDINARY SHARES (NOPMF) - 5.78% | n/a (n/a) - 5.84% |
| #5 | ILUKA RESOURCES LTD (n/a) - 5.02% | GIGADEVICE SEMICONDUCTOR INC CLASS A (n/a) - 3.58% |
| #6 | USA RARE EARTH INC (USAR) - 5.00% | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 3.15% |
| #7 | LINDIAN RESOURCES LTD (n/a) - 3.99% | EOPTOLINK TECHNOLOGY INC LTD CLASS A (n/a) - 2.56% |
| #8 | REALLOYS INC (ALOY) - 3.97% | XIAOMI CORP CLASS B (n/a) - 2.36% |
| #9 | NIOCORP DEVELOPMENTS LTD (NB) - 3.94% | MEITUAN CLASS B (n/a) - 2.34% |
| #10 | BRAZILIAN RARE EARTHS LTD (n/a) - 3.35% | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 2.27% |
| #11 | ARAFURA RARE EARTHS LTD (n/a) - 3.17% | NETEASE INC ORDINARY SHARES (n/a) - 2.19% |
| #12 | CRITICAL METALS CORP (CRML) - 2.97% | MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 2.11% |
| #13 | ENERGY FUELS INC (UUUU) - 2.30% | n/a (n/a) - 2.11% |
| #14 | METEORIC RESOURCES LTD (n/a) - 2.07% | n/a (n/a) - 2.11% |
| #15 | VIRIDIS MINING AND MINERALS LTD ORDINARY SHARES (n/a) - 2.00% | BOE TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.70% |
| #16 | PENSANA PLC ORDINARY SHARES (n/a) - 1.27% | SHENGYI TECHNOLOGY CO LTD CLASS A (n/a) - 1.50% |
| #17 | UCORE RARE METALS INC (n/a) - 1.16% | n/a (n/a) - 1.43% |
| #18 | ST GEORGE MINING LTD (n/a) - 1.11% | BAIDU INC (n/a) - 1.39% |
| #19 | ACLARA RESOURCES INC (n/a) - 1.06% | n/a (n/a) - 1.35% |
| #20 | MKANGO RESOURCES LTD (n/a) - 0.96% | BYD CO LTD CLASS A (n/a) - 1.30% |
| #21 | NORTHERN MINERALS LTD (n/a) - 0.82% | n/a (n/a) - 1.22% |
| #22 | VICTORY METALS LTD ORDINARY SHARES (n/a) - 0.78% | BIWIN STORAGE TECHNOLOGY CO LTD CLASS A (n/a) - 1.19% |
| #23 | RAINBOW RARE EARTHS LTD (n/a) - 0.73% | MIDEA GROUP CO LTD CLASS A (n/a) - 1.15% |
| #24 | AMERICAN RARE EARTHS LTD (n/a) - 0.64% | n/a (n/a) - 1.05% |
| #25 | IDAHO STRATEGIC RESOURCES INC (IDR) - 0.37% | n/a (n/a) - 1.00% |
| Total Holdings | 42 | 104 |
REXC vs CNQQ - Historical Returns
Returns include dividend reinvestment.
REXC vs CNQQ - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | REXC | CNQQ |
|---|---|---|
| 2026 | -7.55% | -3.68% |
| 2025 | N/A | -5.96% |
REXC vs CNQQ Drawdown Comparison
The maximum drawdown for REXC was -38.04%, occurring on Jul 29, 2026. This drawdown has not yet recovered.
The maximum drawdown for CNQQ was -17.82%, occurring on Apr 7, 2026. Recovery took 153 trading sessions.
The current REXC drawdown is -18.48%. The current CNQQ drawdown is -13.79%.
| Rank | REXC | CNQQ |
|---|---|---|
| #1 | -38.04% May 6, 2026 - Jul 29, 2026 | -17.82% Oct 2, 2025 - May 13, 2026 |
| #2 | -7.44% Apr 22, 2026 - May 6, 2026 | -14.01% Jun 30, 2026 - Aug 24, 2026 |
| #3 | -1.58% Apr 20, 2026 - Apr 22, 2026 | -6.66% May 13, 2026 - Jun 22, 2026 |
| #4 | N/A | -3.47% Jun 22, 2026 - Jun 30, 2026 |
Correlation
Correlation between REXC and CNQQ is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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