REXC vs. IBAT
REXC (Sprott Rare Earths Ex-China ETF) and IBAT (iShares Energy Storage & Materials ETF) are both exchange-traded funds - REXC is a Rare Earth & Strategic Metals fund tracking the Nasdaq Sprott Rare Earths Ex-China Index, while IBAT is a Alternative Energy Equities fund tracking the STOXX Global Energy Storage and Materials. Both are passively managed. Their 0.71 correlation means they have sometimes moved together and sometimes differently. REXC charges 0.65%/yr vs 0.47%/yr for IBAT.
Performance
REXC vs. IBAT - Performance Comparison
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Returns By Period
REXC
- 1D
- 3.68%
- 1M
- -16.58%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
IBAT
- 1D
- 1.34%
- 1M
- -11.23%
- 6M
- 19.24%
- YTD
- 34.42%
- 1Y
- 65.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 19.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.43M | $1.57M | $2.34M | |
| $1.23M | $1.30M | $2.09M |
REXC vs. IBAT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
REXC Sprott Rare Earths Ex-China ETF | -21.14% |
IBAT iShares Energy Storage & Materials ETF | -2.33% |
Correlation
The correlation between REXC and IBAT is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 15, 2026 | 0.71 |
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Return for Risk
REXC vs. IBAT — Risk / Return Rank
REXC
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IBAT
REXC vs. IBAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sprott Rare Earths Ex-China ETF (REXC) and iShares Energy Storage & Materials ETF (IBAT). 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.
| REXC | IBAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.56 | — |
| Martin ratioReturn relative to average drawdown | — | 9.12 | — |
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Drawdowns
REXC vs. IBAT - Drawdown Comparison
The maximum REXC drawdown since its inception was -38.04%, which is greater than IBAT's maximum drawdown of -28.26%. Use the drawdown chart below to compare losses from any high point for REXC and IBAT.
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Drawdown Indicators
| REXC | IBAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.04% | -28.26% | -9.78% |
Max Drawdown (1Y)Largest decline over 1 year | — | -25.85% | — |
Current DrawdownCurrent decline from peak | -32.52% | -19.67% | -12.85% |
Average DrawdownAverage peak-to-trough decline | -14.15% | -8.05% | -6.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 7.25% | — |
Volatility
REXC vs. IBAT - Volatility Comparison
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Volatility by Period
| REXC | IBAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 12.09% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 26.94% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 49.51% | 31.62% | +17.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.51% | 26.07% | +23.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.51% | 26.07% | +23.44% |
REXC vs. IBAT - Expense Ratio Comparison
REXC has a 0.65% expense ratio, which is higher than IBAT's 0.47% expense ratio.
Dividends
REXC vs. IBAT - Dividend Comparison
REXC has not paid dividends to shareholders, while IBAT's dividend yield for the trailing twelve months is around 0.79%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
IBAT iShares Energy Storage & Materials ETF | 0.79% | 1.15% | 1.37% |
REXC Sprott Rare Earths Ex-China ETF | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
REXC and IBAT have a correlation of 0.71, 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 0.79%, compared with 0.00% for REXC.
REXC is categorized as Rare Earth & Strategic Metals, while IBAT is Alternative Energy Equities. REXC tracks Nasdaq Sprott Rare Earths Ex-China Index, while IBAT tracks STOXX Global Energy Storage and Materials. They also come from different issuers: Sprott and iShares. Their fees differ too: 0.65% for REXC and 0.47% for IBAT.
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