REMX vs SPHB overlap - what they share and where they differ

REMX and SPHB share 0.8% of their weight across 1 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

REMX and SPHB

0.8%

1 shared positions

REMX

VanEck Rare Earth and Strategic Metals ETF

Reported positions cover 97% of the fund, 30 positions · Jun 30, 2026

Top 10: 59.3%·Holdings of REMX

SPHB

Invesco S&P 500 High Beta ETF

Reported positions cover 102% of the fund, 100 positions · May 31, 2026

Top 10: 17.4%·Holdings of SPHB

Reported positions cover REMX 97%, SPHB 102% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPHB vs REMX side by side

REMXVanEck Rare Earth and Strategic Metals ETF

30

stock positions reported to the SEC

89.5% of its weight is in 29 names SPHB does not hold

SPHBInvesco S&P 500 High Beta ETF

100

stock positions reported to the SEC

101.3% of its weight is in 99 names REMX does not hold

Where each fund's weight sits

REMX
SPHB
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
0.0%
52.4%
Basic Materials
28.6%
0.0%
Financial Services
0.0%
13.5%
Industrials
2.8%
11.0%
Consumer Cyclical
0.0%
8.0%
Healthcare
0.0%
7.2%

The widest gap is Technology: SPHB has 52.4 points more of it.

The figures side by side

REMXSPHB
Filing dateJun 30, 2026May 31, 2026
Stock positions reported30100
Weight of the ten largest59.3%17.4%
Largest positionXIAMEN TUNGSTEN CO LTD 7.0%SNDK 2.2%
Held alone29 positions, 89.5%99 positions, 101.3%
Covered by stock positions97%102%

Holdings they share

StockIn REMXIn SPHBCounted
ALBAlbemarle Corp6.99%0.76%0.76%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in REMX

XIAMEN TUNGSTEN CO LTD7.02%
CHINA NORTHERN RARE EARTH GROUP HIGH-TECH CO LTD6.82%
PLS GROUP LTD6.60%
LYNAS RARE EARTHS LTD6.56%
MPMP Materials Corp5.99%
JINDUICHENG MOLYBDENUM CO LTD5.73%
SOCIEDAD QUIMICA Y MINERA DE CHILE SA4.75%
ALMAlmonty Industries Inc4.64%
SHENGHE RESOURCES HOLDING CO LTD4.17%
GANFENG LITHIUM GROUP CO LTD3.87%

Only in SPHB

SNDKSandisk Corp.2.20%
SMCISuper Micro Computer, Inc.1.96%
HOODRobinhood Markets, Inc.1.95%
MUMicron Technology, Inc.1.92%
APPAppLovin Corp.1.71%
COINCoinbase Global, Inc.1.62%
DELLDell Technologies Inc.1.57%
COHRCoherent Corp.1.53%
AMDAdvanced Micro Devices, Inc.1.50%
LRCXLam Research Corp.1.45%

Questions people ask

Is REMX the same as SPHB?

0.8% of their weight sits in the same 1 holdings. REMX also reports XIAMEN TUNGSTEN CO LTD, CHINA NORTHERN RARE EARTH GROUP HIGH-TECH CO LTD, PLS GROUP LTD, which the other does not. SPHB also reports SNDK, SMCI, HOOD, which the other does not.

How is the overlap between REMX and SPHB measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 97% of REMX and 102% of SPHB, so the number cannot exceed the smaller coverage.

Which holds more, SPHB or REMX?

REMX reports 30 stock positions and SPHB reports 100. 89.5% of REMX's weight sits in names SPHB does not hold, and 101.3% of SPHB's weight in names REMX does not hold. The ten largest positions are 59.3% of REMX and 17.4% of SPHB.

How do REMX and SPHB differ by sector?

The widest gap is Technology: SPHB has 52.4 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.