VanEck Rare Earth/Strategic Metals ETF

REMX

Market cap $913M

REMX hits 52-week high, soaring 136% from its low as China export curbs spark U.S.-China tensions -- momentum could keep the rare metals ETF rising.

Rare earth and lithium ETFs surged as U.S.-China trade tensions flared. ILIT, REMX, LITP and SETM jumped by double digits on Oct. 13, 2025 amid China's export curbs.

VanEck Rare Earth and Strategic Metals ETF is poised for a continued rally, driven by structural industry changes and government support. REMX benefits from U.S. policy shifts, falling interest rates, and geopolitical tensions with China, creating favorable conditions for rare earth miners. Government investments and price floors, particularly for companies like MP Materials, provide downside protection and market distortion advantages for REMX.

An exchange-traded fund's ability to add easy, accessible diversification to a portfolio may be its strongest source of appeal to investors, but these products must typically still meet two key requirements in order to achieve significant inflows. First, an ETF must offer compelling performance—typically via strong returns, but occasionally also through dividend payments or other benefits.

VanEck Rare Earth and Strategic Metals ETF has surged over 35% since July, driven by U.S. government investments and rare earth sector momentum. REMX offers diversified exposure to rare earths, benefiting from U.S. and allied government support, but some holdings remain unprofitable and valuations are high. The Trump administration's direct investments in MP Materials and Lithium Americas have boosted both stocks and REMX, with further government action likely.

Small caps led Q3 gains, while other standout ETF areas are Bitcoin mining (WGMI, MNRS), cannabis (MSOS, WEED), Ethereum (ETH, ETHW) and rare earths (REMX).

It may not be the end of the quarter yet, but we have made it through summer, and that seems like a good checkpoint to evaluate the top ETF investment themes YTD. Let's take a moment to look in this year's thematic ETF rearview mirror.

'Fast Money' guest trader Katie Stockton talks technical indicators she is following in materials and energy.

VanEck Rare Earth and Strategic Metals ETF offers broad exposure to global rare earth companies, benefiting from rising government investment and supply chain diversification efforts amid US-China tensions. The ETF's attractive valuation, solid P/E and P/B ratios, and reasonable management costs support my buy rating, especially given potential industry tailwinds. While technological advances could reduce rare earth dependency, demand should remain robust in the near term, making REMX a compelling opportunity.

Trump's sweeping new tariffs on Canada, the EU, and Mexico weight on markets slightly last week. However, crypto (i.e.