Sprott Rare Earths Ex-China ETF

REXC

Market cap $46M

The global race for dominance in the rapid deployment of artificial intelligence (AI) goes beyond building the most accurate platform. It also involves a high-stakes competition for physical resources, which includes rare earth elements.

The global push, particularly in Western nations, towards advanced technology in the defense sector is amplifying the realization that critical supply chains run through China. For defense strategists, this reliance becomes a roadblock on the path to critical mineral independence.

On this episode of the “ETF of the Week” podcast, VettaFi's head of research, Todd Rosenbluth, discussed the Sprott Rare Earths Ex-China ETF (REXC) with Chuck Jaffe of Money Life. The pair discussed several topics related to the ETF, in order to give investors a deeper understanding of it.

Addressing a critical geopolitical and national security need, the Sprott Rare Earths Ex-China ETF offers unique, pure-play exposure to rare earth companies outside China. REXC's top holdings include MP Materials, Lynas Rare Earths, and other industry players, each advancing integration across mining, separation, refining, and production. While sector risks include speculative entrants and challenging extraction environments, REXC's diversified portfolio targets companies with credible operational progress and government backing.

The pace of innovation in the ETF industry is hitting breakneck speeds. We have already seen more than 450 new launches in 2026, part of a massive wave of fresh products testing the waters.

VettaFi's Head of Research Todd Rosenbluth discussed the Sprott Rare Earths Ex-China ETF (REXC) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and strategy, visit VettaFi | ETF Trends.

Given the importance of diversification in today's environment, there's certainly a good use case to be made for building out a more balanced portfolio via commodities exposure. One particular area of the commodities market that could offer a compelling use case is rare earths.

Investing in emerging markets (EM) used to be synonymous with getting exposure to China. It's an ideal notion, given that it's the second largest economy and thus commands a heavy weight in standard EM benchmarks.

A guest on the TechSurge Deep Tech Podcast reframed the rare earth debate in stark terms this week, arguing that Washington's supply chain panic misses the actual problem.

When it comes to the 24-hour financial news cycle surrounding technology, semiconductors often dominate the headlines. However a group of 17 chemically similar elements known as Rare Earth Elements (REEs) serve as the “silent engine” behind the modern global economy.