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UTEN vs. REMX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UTEN vs. REMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in US Treasury 10 Year Note ETF (UTEN) and VanEck Rare Earth and Strategic Metals ETF (REMX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UTEN achieves a -0.49% return, which is significantly lower than REMX's 29.19% return.


UTEN

1D
-0.21%
1M
0.36%
YTD
-0.49%
6M
-0.13%
1Y
3.90%
3Y*
2.29%
5Y*
10Y*

REMX

1D
2.73%
1M
-4.36%
YTD
29.19%
6M
34.20%
1Y
145.31%
3Y*
5.16%
5Y*
4.80%
10Y*
10.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UTEN vs. REMX - Yearly Performance Comparison


2026 (YTD)2025202420232022
UTEN
US Treasury 10 Year Note ETF
-0.49%7.82%-1.67%3.18%-7.81%
REMX
VanEck Rare Earth and Strategic Metals ETF
29.19%92.95%-35.02%-19.18%-21.93%

Correlation

The correlation between UTEN and REMX is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.10

Correlation (All Time)
Calculated using the full available price history since Aug 9, 2022

0.11

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Return for Risk

UTEN vs. REMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UTEN
UTEN Risk / Return Rank: 2121
Overall Rank
UTEN Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
UTEN Sortino Ratio Rank: 2121
Sortino Ratio Rank
UTEN Omega Ratio Rank: 1919
Omega Ratio Rank
UTEN Calmar Ratio Rank: 2020
Calmar Ratio Rank
UTEN Martin Ratio Rank: 2121
Martin Ratio Rank

REMX
REMX Risk / Return Rank: 8787
Overall Rank
REMX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
REMX Sortino Ratio Rank: 8383
Sortino Ratio Rank
REMX Omega Ratio Rank: 7878
Omega Ratio Rank
REMX Calmar Ratio Rank: 9494
Calmar Ratio Rank
REMX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UTEN vs. REMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for US Treasury 10 Year Note ETF (UTEN) and VanEck Rare Earth and Strategic Metals ETF (REMX). 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.


UTENREMXDifference
Sharpe ratioReturn per unit of total volatility

-2.26

Sortino ratioReturn per unit of downside risk

-2.17

Omega ratioGain probability vs. loss probability

1.11

1.40

-0.28

Calmar ratioReturn relative to maximum drawdown

0.76

6.23

-5.47

Martin ratioReturn relative to average drawdown

2.16

16.82

-14.66

UTEN vs. REMX - Sharpe Ratio Comparison

The current UTEN Sharpe Ratio is 0.67, which is lower than the REMX Sharpe Ratio of 2.93. The chart below compares the historical Sharpe Ratios of UTEN and REMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

UTEN vs. REMX - Drawdown Comparison

The maximum UTEN drawdown since its inception was -13.36%, smaller than the maximum REMX drawdown of -90.20%. Use the drawdown chart below to compare losses from any high point for UTEN and REMX.


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Drawdown Indicators


UTENREMXDifference

Max Drawdown

Largest peak-to-trough decline

-13.36%

-90.20%

+76.84%

Max Drawdown (1Y)

Largest decline over 1 year

-4.57%

-23.35%

+18.78%

Max Drawdown (3Y)

Largest decline over 3 years

-8.60%

-62.11%

+53.51%

Max Drawdown (5Y)

Largest decline over 5 years

-73.34%

Max Drawdown (10Y)

Largest decline over 10 years

-73.34%

Current Drawdown

Current decline from peak

-2.85%

-56.27%

+53.42%

Average Drawdown

Average peak-to-trough decline

-4.81%

-66.84%

+62.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.60%

8.63%

-7.03%

Volatility

UTEN vs. REMX - Volatility Comparison

The current volatility for US Treasury 10 Year Note ETF (UTEN) is 1.79%, while VanEck Rare Earth and Strategic Metals ETF (REMX) has a volatility of 17.56%. This indicates that UTEN experiences smaller price fluctuations and is considered to be less risky than REMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UTENREMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.79%

17.56%

-15.77%

Volatility (6M)

Calculated over the trailing 6-month period

3.74%

37.14%

-33.40%

Volatility (1Y)

Calculated over the trailing 1-year period

5.18%

49.74%

-44.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.04%

40.64%

-32.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.04%

37.14%

-29.10%

UTEN vs. REMX - Expense Ratio Comparison

UTEN has a 0.15% expense ratio, which is lower than REMX's 0.59% expense ratio.


Dividends

UTEN vs. REMX - Dividend Comparison

UTEN's dividend yield for the trailing twelve months is around 4.04%, more than REMX's 1.36% yield.


PositionTTM20252024202320222021202020192018201720162015
REMX
VanEck Rare Earth and Strategic Metals ETF
1.36%1.76%2.56%0.00%1.56%5.25%0.81%1.64%12.43%2.89%2.23%4.77%
UTEN
US Treasury 10 Year Note ETF
4.04%4.11%4.13%3.62%1.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


UTEN and REMX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

REMX has higher volatility (17.56%) compared to UTEN (1.79%). In terms of maximum drawdown, UTEN dropped -13.36% vs REMX's -90.20%.

On 3-year performance, REMX leads with 5.16% vs 2.29% for UTEN. On fees, UTEN is cheaper at 0.15% per year. On volatility, UTEN has been the lower-risk option at 1.79%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, REMX has performed better with a 5.16% return vs 2.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

UTEN is cheaper with a 0.15% expense ratio, compared with 0.59% for REMX.

UTEN has the higher dividend yield at 4.04%, compared with 1.36% for REMX.

UTEN is categorized as Government Bonds, while REMX is Rare Earth & Strategic Metals. UTEN tracks ICE BofA Current 10 Year US Treasury Index - Benchmark TR Gross, while REMX tracks MarketVector Global Rare Earth/Strategic Metals Index. They also come from different issuers: US Benchmark Series and VanEck. Their fees differ too: 0.15% for UTEN and 0.59% for REMX.

REMX currently has the higher Sharpe Ratio (2.93 vs 0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for UTEN and REMX

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