Nutrien Ltd vs VanEck Rare Earth/Strategic Metals — how do they compare? Nutrien Ltd trades at $67.48 (market cap $33.31B), while VanEck Rare Earth/Strategic Metals trades at $60.99 (market cap $1.75B). The key difference: Nutrien Ltd is far larger — about 19× VanEck Rare Earth/Strategic Metals's market cap, and Nutrien Ltd pays a 3.15% dividend while VanEck Rare Earth/Strategic Metals pays none. Which is the better fit depends on your goals — on Pluang, investors hold Nutrien Ltd for 59 Days and VanEck Rare Earth/Strategic Metals for 50 Days on average.
| NTR | REMX | |
|---|---|---|
Market Cap | $33.31B | $1.75B |
Volume | 1,330,729 | 930,523 |
Sector | Basic Materials | Sector/Thematic |
52-Week High | $83.94 | $109.53 |
52-Week Low | $53.64 | $60.58 |
Typical Hold Time | 59 Days | 50 Days |
Enterprise Value | $45.11B | — |
Dividend Yield | 3.15% | — |
Signals from Pluang's Aura AI — not financial advice
NTR trades at $67.48, down 3.56% over 24 hours, with technical indicators showing a bearish trend. The company reported mixed quarterly earnings, missing Q4 2025 and Q2 2026 EPS estimates but beating in Q1 2026. Financials show a net income margin of 8.44% for 2025, with revenue of $26.89B, while recent news highlights industry headwinds from potential U.S. potash deals with Belarus.
The outlook is cautious; analyst consensus is a Moderate Buy with a $76.14 price target, but near-term risks include volatile fertilizer prices and competitive pressures. Long-term demand for agricultural inputs supports fundamentals, yet investors face cyclical earnings and margin compression risks amid macroeconomic uncertainty.
REMX, the VanEck Rare Earth and Strategic Metals ETF, trades at $61.00, down 1.42% with a bearish technical signal. The ETF shows extreme oversold conditions with RSI readings near 14, while ADX indicates a strong downtrend. Recent news highlights strategic importance of rare earth metals amid U.S. efforts to reduce dependence on China, though individual holdings like Critical Metals show volatile performance. Bank of America increased its position by 72.1% in the latest quarter, holding 427,651 shares as of August 2026.
The outlook remains challenged by high volatility and China export controls, but strategic positioning for supply chain independence offers long-term potential. Investors face significant price swings with 50% annualized volatility, requiring risk tolerance. The bearish technical setup suggests caution near-term despite oversold conditions.
Trailing returns across standard periods
Latest headlines on both assets
Created in 2018 as a result of the merger between PotashCorp and Agrium, Nutrien is the world's largest fertilizer producer by capacity. Nutrien produces the three main crop nutrients--nitrogen, potash, and phosphate--although its main focus is potash, where it is the global leader in installed capacity with roughly 20% share. The company is also the largest agricultural retailer in the United States, selling fertilizers, crop chemicals, seeds, and services directly to farm customers through its brick-and-mortar stores and online platforms.
Read more on NTR →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 →