VIG vs. REMX

Last updated Jun 9, 2026

VIG (Vanguard Dividend Appreciation ETF) and REMX (VanEck Rare Earth and Strategic Metals ETF) are both exchange-traded funds - VIG is a Dividend fund tracking the S&P U.S. Dividend Growers Index, while REMX is a Materials fund tracking the MarketVector Global Rare Earth/Strategic Metals Index. Both are passively managed. Over the past 10 years, VIG returned 13.05%/yr vs 9.04%/yr for REMX. At a 0.49 correlation, their price movements are largely independent. VIG charges 0.04%/yr vs 0.59%/yr for REMX.

Performance

VIG vs. REMX - Performance Comparison

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

Returns By Period

In the year-to-date period, VIG achieves a 6.58% return, which is significantly lower than REMX's 18.26% return. Over the past 10 years, VIG has outperformed REMX with an annualized return of 13.05%, while REMX has yielded a comparatively lower 9.04% annualized return.

VIG

• 1D: 0.03%
• 1M: 2.32%
• YTD: 6.58%
• 6M: 6.47%
• 1Y: 18.31%
• 3Y*: 16.04%
• 5Y*: 10.62%
• 10Y*: 13.05%

REMX

• 1D: -1.32%
• 1M: -17.82%
• YTD: 18.26%
• 6M: 21.26%
• 1Y: 129.60%
• 3Y*: 2.77%
• 5Y*: 3.01%
• 10Y*: 9.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VIG vs. REMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VIG Vanguard Dividend Appreciation ETF	6.58%	14.17%	16.99%	14.51%	-9.80%	23.76%	15.43%	29.62%	-2.08%	22.22%
REMX VanEck Rare Earth and Strategic Metals ETF	18.26%	92.95%	-35.02%	-19.18%	-31.13%	79.81%	64.82%	0.74%	-49.63%	82.60%

Correlation

The correlation between VIG and REMX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.32
Correlation (3Y) Calculated over the trailing 3-year period	0.37
Correlation (5Y) Calculated over the trailing 5-year period	0.45
Correlation (10Y) Calculated over the trailing 10-year period	0.45
Correlation (All Time) Calculated using the full available price history since Oct 29, 2010	0.49

The correlation between VIG and REMX shifts across timeframes, from 0.32 (1 year) to 0.49 (all time), reflecting how their relationship changes across market environments.

VIG vs. REMX - Sectors Allocation Comparison

Sectors	VIG	REMX
Technology	26.2%	-
Financial Services	20.6%	-
Healthcare	16.5%	-
Industrials	11.8%	-
Consumer Defensive	10.1%	-
Consumer Cyclical	4.7%	-
Energy	3.5%	-
Basic Materials	3.5%	100.0%
Utilities	3.2%	-
Communication Services	0.5%	-
Real Estate	-	-

Return for Risk

VIG vs. REMX — Risk / Return Rank

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

VIG

VIG Risk / Return Rank: 58
VIG Sharpe Ratio Rank: 60
VIG Sortino Ratio Rank: 64
VIG Omega Ratio Rank: 58
VIG Calmar Ratio Rank: 52
VIG Martin Ratio Rank: 58

REMX

REMX Risk / Return Rank: 82
REMX Sharpe Ratio Rank: 89
REMX Sortino Ratio Rank: 74
REMX Omega Ratio Rank: 70
REMX Calmar Ratio Rank: 92
REMX Martin Ratio Rank: 84

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.

VIG vs. REMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) 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.

	VIG	REMX	Difference
Sharpe ratio: Return per unit of total volatility	1.82	2.67	-0.85
Sortino ratio: Return per unit of downside risk	2.65	2.99	-0.34
Omega ratio: Gain probability vs. loss probability	1.33	1.37	-0.05
Calmar ratio: Return relative to maximum drawdown	2.33	5.58	-3.26
Martin ratio: Return relative to average drawdown	9.37	15.61	-6.24
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VIG vs. REMX - Sharpe Ratio Comparison

The current VIG Sharpe Ratio is 1.82, which is lower than the REMX Sharpe Ratio of 2.67. The chart below compares the historical Sharpe Ratios of VIG 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.

Sharpe Ratios by Period

	VIG	REMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.82	2.67	-0.85
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.75	0.07	+0.67
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.82	0.25	+0.57
Sharpe Ratio (All Time) Calculated using the full available price history	0.60	-0.10	+0.69

Drawdowns

VIG vs. REMX - Drawdown Comparison

The maximum VIG drawdown since its inception was -46.81%, smaller than the maximum REMX drawdown of -90.20%. Use the drawdown chart below to compare losses from any high point for VIG and REMX.

Drawdown Indicators

	VIG	REMX	Difference
Max Drawdown Largest peak-to-trough decline	-46.81%	-90.20%	+43.39%
Max Drawdown (1Y) Largest decline over 1 year	-7.91%	-23.35%	+15.44%
Max Drawdown (3Y) Largest decline over 3 years	-14.95%	-62.11%	+47.16%
Max Drawdown (5Y) Largest decline over 5 years	-20.39%	-73.34%	+52.95%
Max Drawdown (10Y) Largest decline over 10 years	-31.72%	-73.34%	+41.62%
Current Drawdown Current decline from peak	-1.34%	-59.97%	+58.63%
Average Drawdown Average peak-to-trough decline	-5.51%	-66.86%	+61.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.96%	8.34%	-6.38%

Volatility

VIG vs. REMX - Volatility Comparison

The current volatility for Vanguard Dividend Appreciation ETF (VIG) is 2.42%, while VanEck Rare Earth and Strategic Metals ETF (REMX) has a volatility of 14.39%. This indicates that VIG 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.

Volatility by Period

	VIG	REMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.42%	14.39%	-11.97%
Volatility (6M) Calculated over the trailing 6-month period	7.68%	35.93%	-28.25%
Volatility (1Y) Calculated over the trailing 1-year period	10.10%	48.92%	-38.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.24%	40.41%	-26.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.06%	37.04%	-20.98%

VIG vs. REMX - Expense Ratio Comparison

VIG has a 0.04% expense ratio, which is lower than REMX's 0.59% expense ratio.

Dividends

VIG vs. REMX - Dividend Comparison

VIG's dividend yield for the trailing twelve months is around 1.48%, which matches REMX's 1.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
REMX VanEck Rare Earth and Strategic Metals ETF	1.49%	1.76%	2.56%	0.00%	1.56%	5.25%	0.81%	1.64%	12.43%	2.89%	2.23%	4.77%
VIG Vanguard Dividend Appreciation ETF	1.48%	1.62%	1.73%	1.88%	1.96%	1.55%	1.63%	1.71%	2.08%	1.88%	2.14%	2.34%

Frequently Asked Questions

Can I hold both VIG and REMX in my portfolio?

VIG and REMX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VIG or REMX?

REMX has higher volatility (14.39%) compared to VIG (2.42%). In terms of maximum drawdown, VIG dropped -46.81% vs REMX's -90.20%.

Which ETF is better, VIG or REMX?

On 10-year performance, VIG leads with 13.05% vs 9.04% for REMX. On fees, VIG is cheaper at 0.04% per year. On volatility, VIG has been the lower-risk option at 2.42%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, VIG or REMX?

Over the 10-year period, VIG has performed better with a 13.05% return vs 9.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, VIG or REMX?

VIG is cheaper with a 0.04% expense ratio, compared with 0.59% for REMX.

Which ETF pays a higher dividend yield, VIG or REMX?

VIG and REMX have nearly identical dividend yields, around 1.48%.

What is the main difference between VIG and REMX?

VIG is categorized as Dividend, while REMX is Materials. VIG tracks S&P U.S. Dividend Growers Index, while REMX tracks MarketVector Global Rare Earth/Strategic Metals Index. They also come from different issuers: Vanguard and VanEck. Their fees differ too: 0.04% for VIG and 0.59% for REMX.

Which has better risk-adjusted returns?

REMX currently has the higher Sharpe Ratio (2.67 vs 1.82), 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.