IBAT vs. REXC
IBAT (iShares Energy Storage & Materials ETF) and REXC (Sprott Rare Earths Ex-China ETF) are both exchange-traded funds - IBAT is a Alternative Energy Equities fund tracking the STOXX Global Energy Storage and Materials, while REXC is a Rare Earth & Strategic Metals fund tracking the Nasdaq Sprott Rare Earths Ex-China Index. Both are passively managed. A 0.69 correlation means they provide meaningful diversification when combined. IBAT charges 0.47%/yr vs 0.65%/yr for REXC.
Performance
IBAT vs. REXC - Performance Comparison
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Returns By Period
IBAT
- 1D
- -4.12%
- 1M
- -13.20%
- 6M
- 25.71%
- YTD
- 36.79%
- 1Y
- 74.20%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
REXC
- 1D
- -5.32%
- 1M
- -17.09%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBAT vs. REXC - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IBAT iShares Energy Storage & Materials ETF | -0.60% |
REXC Sprott Rare Earths Ex-China ETF | -16.36% |
Correlation
The correlation between IBAT and REXC is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 15, 2026 | 0.69 |
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Return for Risk
IBAT vs. REXC — Risk / Return Rank
IBAT
REXC
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IBAT vs. REXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Energy Storage & Materials ETF (IBAT) and Sprott Rare Earths Ex-China ETF (REXC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBAT | REXC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.09 | — | — |
| Martin ratioReturn relative to average drawdown | 12.91 | — | — |
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Drawdowns
IBAT vs. REXC - Drawdown Comparison
The maximum IBAT drawdown since its inception was -28.26%, roughly equal to the maximum REXC drawdown of -28.43%. Use the drawdown chart below to compare losses from any high point for IBAT and REXC.
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Drawdown Indicators
| IBAT | REXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.26% | -28.43% | +0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -18.25% | — | — |
Current DrawdownCurrent decline from peak | -18.25% | -28.43% | +10.18% |
Average DrawdownAverage peak-to-trough decline | -7.80% | -10.62% | +2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.77% | — | — |
Volatility
IBAT vs. REXC - Volatility Comparison
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Volatility by Period
| IBAT | REXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.25% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 25.45% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 30.21% | 50.38% | -20.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.53% | 50.38% | -24.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.53% | 50.38% | -24.85% |
IBAT vs. REXC - Expense Ratio Comparison
IBAT has a 0.47% expense ratio, which is lower than REXC's 0.65% expense ratio.
Dividends
IBAT vs. REXC - Dividend Comparison
IBAT's dividend yield for the trailing twelve months is around 0.78%, while REXC has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
IBAT iShares Energy Storage & Materials ETF | 0.78% | 1.15% | 1.37% |
REXC Sprott Rare Earths Ex-China ETF | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBAT and REXC have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBAT is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBAT is cheaper with a 0.47% expense ratio, compared with 0.65% for REXC.
IBAT has the higher dividend yield at 0.78%, compared with 0.00% for REXC.
IBAT is categorized as Alternative Energy Equities, while REXC is Rare Earth & Strategic Metals. IBAT tracks STOXX Global Energy Storage and Materials, while REXC tracks Nasdaq Sprott Rare Earths Ex-China Index. They also come from different issuers: iShares and Sprott. Their fees differ too: 0.47% for IBAT and 0.65% for REXC.
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