REMX vs VOO

REMX vs VOO

Which is better, REMX or VOO?

Mid Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 62.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricREMXVOO
Expense Ratio0.53%0.03%Best
AUM$1.9B$997.4B
Dividend Yield2.00%1.04%
Holdings32509
YTD Return-10.05%+12.37%Best
1Y Return+14.75%+16.61%Best
3Y Return (annualized)+0.37%+21.37%Best
5Y Return (annualized)-6.37%+13.49%Best
Volatility (annualized)36.1%14.1%Best
Max Drawdown-90.2%-34.3%Best
$10,000 over 5 years$7,196$18,827Best
Top 10 Weight62.4%37.6%Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionOct 27, 2010Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Oct 28, 2010 to Sep 18, 2026 (15.9 years).

REMX vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.9 years both funds cover.

REMX vs VOO Performance

VanEck Rare Earth and Strategic Metals ETF (REMX) is an ETF from VanEck and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year REMX returned +14.75% while VOO returned +16.61%. Year to date, REMX is down 10.05% versus a gain of 12.37% for VOO.

Over three years, REMX compounded at +0.37% per year against +21.37% for VOO; over five years the annualized figures are -6.37% and +13.49% respectively. Across the full 16-year window we track, VOO has the edge at +13.04% annualized vs -4.89%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

REMX has been the more volatile fund, with annualized monthly volatility of 36.1% compared with 14.1% for VOO. 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 -90.2% for REMX and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

REMX charges 0.53% per year while VOO charges 0.03%. On a $10,000 position that is $53 vs $3 annually, a gap of $50 per year that compounds over a long holding period. On income, REMX currently yields 2.00% against 1.04% for VOO.

Holdings Overlap

REMX already in VOO8.1%

8.1% of REMX's money is in holdings VOO also owns.

REMX and VOO share little of their money.

1 positions in common, counted across the 30 positions we hold weights for in REMX and 494 in VOO, against full books of 32 and 509.

What only one of them owns

Our book lists 486 positions for VOO that do not appear in our book for REMX (99.1% of the fund), and 4 for REMX that do not appear in VOO (9.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in REMXWeight in VOODifference
ALBAlbemarle Corp.8.10%0.02%8.08%

You are not choosing between two funds in isolation.

Whichever of REMX and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

REMXVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, REMX or VOO?

REMX has an expense ratio of 0.53% while VOO charges 0.03%. VOO is the cheaper option, by $50 a year on a $10,000 investment.

Which performed better, REMX or VOO?

Over the past year REMX returned +14.75% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), REMX annualized -4.89% vs +13.04% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, REMX or VOO?

REMX has been the more volatile fund at 36.1% annualized versus 14.1% for VOO. Worst drawdown: REMX -90.2% vs VOO -34.3%.

Should I hold both REMX and VOO?

REMX and VOO have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between REMX and VOO?

8.1% of REMX's money is in holdings VOO also owns. 0.0% of VOO's is in holdings REMX also owns. They hold 1 positions in common, counted across the 30 positions we hold weights for in REMX and 494 in VOO.

Which pays a higher dividend, REMX or VOO?

REMX yields 2.00% while VOO yields 1.04%, so REMX currently pays the higher dividend yield.

Is VOO better than REMX?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 62.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.