SMMD vs REMX
Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF).
5-Year PerformanceREMX has outperformed SMMD, delivering a return of +8.0% compared to +7.9%
SMMD vs REMX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMD
$3B
REMX
$3B
Expense Ratio
Winner
SMMD
0.15%
REMX
0.53%
Max Drawdown
Winner
SMMD
41.06%
REMX
92.95%
Sharpe Ratio
SMMD
1.76
Winner
REMX
2.42
5Y Beta
Winner
SMMD
1.05
REMX
1.12
5Y Dividends CAGR
SMMD
8.51%
Winner
REMX
13.97%
SMMD vs REMX - Holdings Comparison
SMMD and REMX have 2 common holdings. Overlap is 0.08%
SMMD's top 25 holdings weight is 54.78%. REMX's top 25 holdings weight is 98.37%.
| Rank | SMMD | REMX |
|---|---|---|
| #1 | ISHARES RUSSELL 2000 ETF (IWM) - 42.25% | ALBEMARLE CORP (ALB) - 8.72% |
| #2 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.57% | PLS GROUP LTD (n/a) - 7.92% |
| #3 | CIENA CORP (CIEN) - 0.98% | LYNAS RARE EARTHS LTD (n/a) - 7.07% |
| #4 | LUMENTUM HOLDINGS INC (LITE) - 0.90% | LIONTOWN LTD (n/a) - 6.40% |
| #5 | COMFORT SYSTEMS USA INC (FIX) - 0.87% | CHINA NORTHERN RARE EARTH (GROUP) HIGH-TECH CO LTD CLASS A (n/a) - 6.08% |
| #6 | COHERENT CORP (COHR) - 0.75% | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 5.83% |
| #7 | EMCOR GROUP INC (EME) - 0.53% | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 5.63% |
| #8 | ROCKET LAB CORP (RKLB) - 0.49% | GANFENG LITHIUM GROUP CO LTD (n/a) - 5.59% |
| #9 | JABIL INC (JBL) - 0.45% | XIAMEN TUNGSTEN CO LTD CLASS A (n/a) - 4.29% |
| #10 | FLEX LTD (FLEX) - 0.45% | ALMONTY INDUSTRIES INC (n/a) - 4.11% |
| #11 | CASEY'S GENERAL STORES INC (CASY) - 0.41% | SHENGHE RESOURCES HOLDING CO LTD CLASS A (n/a) - 3.83% |
| #12 | TECHNIPFMC PLC (FTI) - 0.38% | JINDUICHENG MOLYBDENUM CO LTD CLASS A (n/a) - 3.55% |
| #13 | TAPESTRY INC (TPR) - 0.37% | ILUKA RESOURCES LTD (n/a) - 3.49% |
| #14 | INSMED INC (INSM) - 0.37% | LITHIUM AMERICAS CORP (LAC) - 2.97% |
| #15 | ASTERA LABS INC (ALAB) - 0.36% | SIGMA LITHIUM CORP (SGML) - 2.75% |
| #16 | NVENT ELECTRIC PLC (NVT) - 0.35% | UNITED STATES ANTIMONY CORP (UAMY) - 2.64% |
| #17 | MASTEC INC (MTZ) - 0.35% | AMG CRITICAL MATERIALS NV (n/a) - 2.62% |
| #18 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.34% | LITHIUM ARGENTINA AG (LAR) - 2.47% |
| #19 | CURTISS-WRIGHT CORP (CW) - 0.34% | HUBEI ZHENHUA CHEMICAL CO LTD CLASS A (n/a) - 2.33% |
| #20 | FTAI AVIATION LTD (FTAI) - 0.32% | TRONOX HOLDINGS PLC SHS CLASS A (TROX) - 2.08% |
| #21 | EVEREST GROUP LTD (EG) - 0.19% | VULCAN ENERGY RESOURCES LTD ORDINARY SHARES (n/a) - 1.76% |
| #22 | MUELLER INDUSTRIES INC (MLI) - 0.19% | STANDARD LITHIUM CORP (SLI) - 1.65% |
| #23 | ONTO INNOVATION INC (ONTO) - 0.19% | IPERIONX LTD ADR (IPX) - 1.58% |
| #24 | NORDSON CORP (NDSN) - 0.19% | JIAXIN INTERNATIONAL RESOURCES INVESTMENT LTD (n/a) - 1.55% |
| #25 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.19% | BAOJI TITANIUM INDUSTRY CO LTD CLASS A (n/a) - 1.46% |
| Total Holdings | 451 | 33 |
SMMD vs REMX - Historical Returns
Returns include dividend reinvestment.
1M
SMMD
+8.13%
Winner
REMX
+15.90%
3M
SMMD
+7.44%
Winner
REMX
+19.16%
6M
SMMD
+18.05%
Winner
REMX
+63.17%
1Y
SMMD
+33.99%
Winner
REMX
+180.94%
5Y(CAGR)
SMMD
+7.86%
Winner
REMX
+7.99%
10Y(CAGR)
SMMD
+10.98%
Winner
REMX
+12.30%
Max(CAGR)
Winner
SMMD
+10.98%
REMX
-1.97%
SMMD vs REMX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SMMD | REMX |
|---|---|---|
| 2026 | +14.84% | +42.65% |
| 2025 | +11.99% | +90.95% |
| 2024 | +12.70% | -34.70% |
| 2023 | +18.42% | -17.59% |
| 2022 | -18.93% | -31.65% |
| 2021 | +19.93% | +72.76% |
| 2020 | +20.08% | +60.59% |
| 2019 | +28.05% | -0.28% |
| 2018 | -8.79% | -50.42% |
| 2017 | +10.82% | +80.08% |
| 2016 | N/A | +31.53% |
| 2015 | N/A | -44.36% |
| 2014 | N/A | -28.72% |
| 2013 | N/A | -33.75% |
| 2012 | N/A | -13.86% |
| 2011 | N/A | -38.19% |
| 2010 | N/A | +23.01% |
SMMD vs REMX Drawdown Comparison
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for REMX was -90.19%, occurring on Mar 16, 2020. This drawdown has not yet recovered.
The current SMMD drawdown is -0.42%. The current REMX drawdown is -49.75%.
| Rank | SMMD | REMX |
|---|---|---|
| #1 | -41.06% Feb 20, 2020 - Nov 9, 2020 | -90.19% Apr 11, 2011 - Mar 16, 2020 |
| #2 | -28.24% Nov 8, 2021 - Jul 16, 2024 | -15.28% Mar 3, 2011 - Mar 31, 2011 |
| #3 | -25.49% Nov 25, 2024 - Sep 5, 2025 | -10.06% Jan 3, 2011 - Mar 3, 2011 |
| #4 | -25.07% Sep 6, 2018 - Nov 27, 2019 | -9.15% Nov 11, 2010 - Dec 21, 2010 |
| #5 | -9.66% Feb 26, 2026 - Apr 13, 2026 | -2.04% Dec 30, 2010 - Jan 3, 2011 |
| #6 | -8.98% Jan 29, 2018 - May 21, 2018 | -1.89% Nov 4, 2010 - Nov 10, 2010 |
| #7 | -8.60% Jul 16, 2024 - Sep 19, 2024 | -1.50% Oct 29, 2010 - Nov 4, 2010 |
| #8 | -7.49% Mar 15, 2021 - Apr 23, 2021 | -0.95% Apr 5, 2011 - Apr 7, 2011 |
| #9 | -7.41% Oct 27, 2025 - Dec 4, 2025 | -0.05% Dec 21, 2010 - Dec 23, 2010 |
| #10 | -7.11% Jun 25, 2021 - Sep 1, 2021 | N/A |
| #11 | -6.17% Apr 28, 2021 - Jun 8, 2021 | N/A |
| #12 | -5.78% Feb 24, 2021 - Mar 11, 2021 | N/A |
| #13 | -4.76% Sep 2, 2021 - Oct 21, 2021 | N/A |
| #14 | -4.71% Jan 20, 2021 - Feb 4, 2021 | N/A |
| #15 | -4.29% Jul 26, 2017 - Sep 18, 2017 | N/A |
Correlation
Correlation between SMMD and REMX is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.45
-101
Dividend Comparison (2011 - 2026)
SMMD vs REMX dividend yield comparison.
| Year | SMMD | REMX |
|---|---|---|
| 2026 | 0.19% | 0.00% |
| 2025 | 1.28% | 1.76% |
| 2024 | 1.27% | 2.56% |
| 2023 | 1.44% | 0.00% |
| 2022 | 1.79% | 1.56% |
| 2021 | 1.12% | 5.25% |
| 2020 | 1.31% | 0.81% |
| 2019 | 1.50% | 1.64% |
| 2018 | 2.45% | 12.43% |
| 2017 | 0.68% | 2.89% |
| 2016 | 0.00% | 2.23% |
| 2015 | 0.00% | 4.77% |
| 2014 | 0.00% | 1.53% |
| 2013 | 0.00% | 0.23% |
| 2012 | 0.00% | 1.72% |
| 2011 | 0.00% | 6.39% |
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