MACOM Technology vs VanEck Rare Earth/Strategic Metals — how do they compare? MACOM Technology trades at $284 (market cap $20.99B), while VanEck Rare Earth/Strategic Metals trades at $75.47. The key difference: MACOM Technology is trading nearer its 52-week high, VanEck Rare Earth/Strategic Metals nearer its low. Which is the better fit depends on your goals.
| MTSI | REMX | |
|---|---|---|
Market Cap | $20.99B | — |
Sector | Technology | Sector/Thematic |
52-Week High | $409.68 | $109.53 |
52-Week Low | $122.18 | $57.35 |
Enterprise Value | $20.70B | — |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
REMX trades at $76.72, up 1.4% today, but technical indicators show a bearish trend with moving averages signaling caution. The ETF faces high volatility (~50% annualized) and significant portfolio turnover, making it unsuitable for conservative investors. Recent news highlights institutional interest with Bank of America increasing its stake by 72.1% in the latest quarter (Defense World, August 14, 2026).
The outlook for REMX is mixed—geopolitical tensions and U.S. efforts to secure rare earth supply chains offer long-term potential, but high volatility and China-dependent holdings pose risks. Investors should weigh strategic exposure against the ETF's aggressive risk profile and monitor tariff policies impacting the sector.
Trailing returns across standard periods
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →REMX invests in global companies involved in producing, refining, and recycling rare earth and strategic metals. It provides targeted exposure to critical minerals used in high-tech and green energy, with top holdings like Albemarle and Pilbara Minerals.
Read more on REMX →