ON Holding AG vs VanEck Rare Earth/Strategic Metals — how do they compare? ON Holding AG trades at $34.77 (market cap $11.38B), while VanEck Rare Earth/Strategic Metals trades at $60.81 (market cap $1.75B). The key difference: ON Holding AG is far larger — about 6.5× VanEck Rare Earth/Strategic Metals's market cap, and ON Holding AG is trading nearer its 52-week high, VanEck Rare Earth/Strategic Metals nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold ON Holding AG for 22 Days and VanEck Rare Earth/Strategic Metals for 50 Days on average.
| ONON | REMX | |
|---|---|---|
Market Cap | $11.38B | $1.75B |
Volume | 13,732,872 | 930,523 |
Sector | Consumer Cyclical | Sector/Thematic |
52-Week High | $50.63 | $109.53 |
52-Week Low | $26.76 | $60.58 |
Typical Hold Time | 22 Days | 50 Days |
Enterprise Value | $10.54B | — |
Signals from Pluang's Aura AI — not financial advice
ONON trades at $34.79, up 4.73% today, reflecting strong momentum. The stock shows bullish technical signals with support at $33 and resistance at $35. Fundamentally, the company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $0.44 exceeding expectations. Revenue reached $3.01 billion in 2025, with a net income margin of 12.3%. Recent news highlights a $1 billion share buyback plan and ambitious 2029 targets.
The outlook is positive, driven by earnings growth, strategic expansion, and strong analyst support. Key risks include competitive pressures and market volatility. Analysts maintain a consensus buy rating with a $42.26 price target, suggesting potential upside from current levels.
REMX (VanEck Rare Earth and Strategic Metals ETF) trades at $61.88, down 2.99% with bearish technical signals dominating. The ETF faces pressure from rare earth sector volatility and mixed performance among constituent companies. Technical indicators show oversold conditions with RSI readings below 23, while ADX signals strong bearish momentum. Recent news highlights sector challenges including China's export controls and shifting trade policies affecting critical minerals.
The rare earth sector faces structural headwinds despite strategic importance. While U.S. supply chain development offers long-term potential, high volatility (~50% annualized) and China concentration pose significant risks. Current technical weakness suggests cautious approach until fundamental catalysts emerge from constituent company developments or policy shifts.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
ON Holding AG is a Swiss sports company primarily known for its high-performance running shoes, apparel, and accessories under the 'On' brand. The company emphasizes a blend of high-end design, proprietary cloud technology (like CloudTec cushioning), and sustainability in its products. On has rapidly gained market share globally, appealing to both competitive athletes and general consumers in the performance and lifestyle footwear segments.
Read more on ONON →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 →