IVV vs REMX
iShares Core S&P 500 ETF vs VanEck Rare Earth and Strategic Metals ETF
Quick Verdict
IVV has a lower expense ratio. REMX delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | REMX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.53% | |
| AUM | $865.2B | $2.1B | |
| Dividend Yield | 1.09% | 1.47% | |
| Holdings | 508 | 35 | |
| YTD Return | +14.50% | -0.85% | |
| 1Y Return | +22.02% | +34.70% | |
| 3Y Return (annualized) | +21.80% | +0.61% | |
| 5Y Return (annualized) | +13.37% | -5.99% | |
| Volatility (annualized) | 15.1% | 36.0% | |
| Max Drawdown | -56.5% | -90.2% | |
| Fund Family | iShares by BlackRock (US) | VanEck | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 27, 2010 |
IVV vs REMX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Rare Earth and Strategic Metals ETF (REMX) is a ETF from VanEck. Over the past year IVV returned +22.02% while REMX returned +34.70%. Year to date, IVV is up 14.50% versus a loss of 0.85% for REMX.
Over three years, IVV compounded at +21.80% per year against +0.61% for REMX; over five years the annualized figures are +13.37% and -5.99% respectively. Across the full 16-year window we track, IVV has the edge at +7.07% annualized vs -4.34%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REMX has been the more volatile fund, with annualized monthly volatility of 36.0% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -90.2% for REMX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while REMX charges 0.53%. On a $10,000 position that is $3 vs $53 annually, a gap of $50 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.47% for REMX.
Holdings Overlap
IVV and REMX share 1 holdings out of 531 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in REMX | Difference |
|---|---|---|---|
| ALB | 0.02% | 8.48% | 8.46% |
Frequently Asked Questions
Which is cheaper, IVV or REMX?
IVV has an expense ratio of 0.03% while REMX charges 0.53%. IVV is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, IVV or REMX?
Over the past year IVV returned +22.02% vs +34.70% for REMX, so REMX leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +7.07% vs -4.34% for REMX. Past performance does not guarantee future results.
Which is riskier, IVV or REMX?
REMX has been the more volatile fund at 36.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs REMX -90.2%.
Should I hold both IVV and REMX?
IVV and REMX have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and REMX?
IVV and REMX share 1 common holdings with a 0.0% weight overlap. Combined, they hold 531 unique securities.
Which pays a higher dividend, IVV or REMX?
IVV yields 1.09% while REMX yields 1.47%, so REMX currently pays the higher dividend yield.
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