---
title: "Sprott's New ETF Targets Rare Earths Outside China As AI Boom Accelerates"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/283195700.md"
description: "Sprott Asset Management has launched the Sprott Rare Earths Ex-China ETF (NASDAQ:REXC), targeting global rare earth companies amid rising demand from AI and shifts in supply chains away from China. This ETF is unique as it focuses solely on non-China rare earth firms, tracking the Nasdaq Sprott Rare Earths Ex-China Index. With a net expense ratio of 0.65%, it aims to benefit from U.S. efforts to secure critical mineral supply chains, featuring companies like Defense Metals Corp. The launch reflects increasing investor interest in diversifying from China's rare earth dominance."
datetime: "2026-04-17T20:33:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/283195700.md)
  - [en](https://longbridge.com/en/news/283195700.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/283195700.md)
---

# Sprott's New ETF Targets Rare Earths Outside China As AI Boom Accelerates

**Sprott Asset Management** recently rolled out a new ETF aimed squarely at one of the market's most geopolitically sensitive supply chains, launching the **Sprott Rare Earths Ex-China ETF** (NASDAQ:REXC).

**• Sprott Rare Earths Ex-China ETF shares are trending higher. Why is REXC stock advancing?**

The fund offers targeted exposure to companies involved in the mining, refining and production of rare earth elements, excluding those primarily operating in China, making it the only ETF currently focused on ex-China rare earths, according to the firm.

The launch comes as governments, particularly in the U.S., ramp up efforts to secure alternative supply chains for critical minerals used across artificial intelligence, semiconductors, defense and energy infrastructure. Sprott said the ETF is designed to track the **Nasdaq Sprott Rare Earths Ex-China Index**, positioning investors to tap into companies expected to benefit from growing policy support and long-term demand.

**Key features of REXC:**

-   Provides pure-play exposure to rare earth companies operating outside China.
-   Tracks the Nasdaq Sprott Rare Earths Ex-China Index.
-   Covers firms across the value chain, including mining, separation and refining.
-   Net expense ratio of 0.65%
-   Positioned to benefit from U.S. and allied efforts to build domestic critical mineral supply chains.
-   Includes companies like **Defense Metals Corp**., developer of the **Wicheeda Rare Earth Project** in Canada

The firm's experience in the space, including its $2.2 billion **Sprott Uranium Miners ETF** (NYSE:URNM), underscores its focus on strategic materials tied to energy and national security themes.

The fund's debut highlights growing investor interest in diversifying away from China's dominance in rare earths, as policymakers and markets increasingly align around securing resilient, Western-backed supply chains.

**Read Also: EXCLUSIVE: Forget Lithium — These Under-The-Radar Minerals Are Seeing The Biggest Price Moves**

_Photo: Shutterstock_

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