EART vs REXC

EARTBGlobal X Rare Earth & Critical Materials ETF

REXCDSprott Rare Earths Ex-China ETF

In short

EART Rare earths are the headline, but the basket runs wider: ten critical-material categories, from copper and lithium to cobalt and carbon fiber, screened so miners must earn at least half their revenue from the stuff.

REXC Rare earths, with China screened out. REXC tracks a Nasdaq index built around rare earth miners and processors outside China, the focused cut of Sprott's critical-materials lineup.

Stated mandate

EART The fund seeks exposure to companies producing rare-earth components, metals, and other raw or composite materials needed for expanding critical technologies, including electric vehicles, energy storage, robotics, and radar systems.

REXC The Fund seeks to track, before fees and expenses, the total return of the Nasdaq Sprott Rare Earths Ex-China Index.

Why people hold it

• EART Costs 0.59% a year, below the typical fee in its critical-materials peer group.
• Purity rule with teeth: a company needs 50% of revenue from the ten materials, so conglomerates with a lithium side hustle stay out.globalxetfs.com
• Caps each name at 4% and floors it at 0.3%, reset twice a year, so one giant miner cannot swallow a roughly 50-stock portfolio.globalxetfs.com
• Global mandate covering miners and processors wherever they list, and one of the stronger builds in its critical-materials peer group.

• REXC The screen is the whole idea: it tracks the Nasdaq Sprott Rare Earths Ex-China Index, making it a direct expression of the non-China supply chain rather than the sector at large.
• Plain plumbing. A standard 1940 Act index fund following a published Nasdaq benchmark: no leverage, no derivatives overlay, no active stock picking.
• Built by a metals-and-mining specialist house. REXC is the narrow rare earths cut of the same shelf that holds Sprott's broader critical materials fund, SETM.

Worth knowing

• EART Rare earths share the basket with copper, lithium, nickel and platinum group metals, so broad commodity cycles move it as much as any rare-earth squeeze.globalxetfs.com
• A small fund with light volume next to the category's giants, which can mean wider spreads, especially near the open and close.
• Listed in 2022 as the Global X Disruptive Materials ETF (DMAT) and renamed in 2026, so the track record predates the rare-earth branding.globalxetfs.com

• REXC The fee is 0.65% a year, matching the typical critical-materials fund, while wider-net rare earth peers REMX and EART list lower expense ratios.
• Launched in 2026, so there is only a short record to judge how tightly it follows its index or how it trades under stress.
• Rare earths is a narrow, policy-driven corner of mining, and the ex-China rule shrinks the pool further, so a few names and jurisdictions can drive the ride.

Full EART profile⁠

Full REXC profile⁠