This tracks how ASX Rare Earths is performing against the ASX 200: the relative-strength read traders use to find themes gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.
Current read · as at 3 July 2026
ASX Rare Earths is underperforming the ASX 200 and losing ground (the lagging zone of the rotation chart). It is down 10.6% over the past month but up 37.4% year to date. 1 of 9 stocks are above their 50-day average, with only a minority participating. On 3-month relative strength, LIN.AU, BRE.AU and ARR.AU lead the theme.
Relative strength is measured against ASX 200, centred at 100. Above 100 means it outpaced the benchmark.
Performance charts
Rebased to 100 vs ASX 200
End of day
ASX Rare Earths vs ASX 200
Rising = outperforming
100 = matches benchmark. Above = outpacing it; below = lagging.
What's underneath the leaders
End of day
Latest-day drivers
- MEI.AU-3.03%-0.34%
- ASM.AU-2.93%-0.33%
- ARR.AU+2.90%+0.32%
Top 3 account for 62% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1LIN.AU+1
- 2BRE.AU+4
- 3ARR.AU+5
- 4NTU.AU+5
- 5ILU.AU-1
Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.
Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.
Constituents
Weights and contribution to the basket move
ARR.AUExplorer | American Rare EARTHS Ltd | $0.355 | +2.90% | 11.1% | +0.32% |
ARU.AUDeveloper | Arafura Rare EARTHS Ltd | $0.25 | 0.00% | 11.1% | 0.00% |
ASM.AUDeveloper | Australian Strategic Materials Ltd | $1.16 | -2.93% | 11.1% | -0.33% |
BRE.AUExplorer | Brazilian Rare EARTHS Ltd | $4.57 | +0.44% | 11.1% | +0.05% |
ILU.AUDeveloper | Iluka Resources Ltd | $7.00 | 0.00% | 11.1% | 0.00% |
LIN.AUDeveloper | Lindian Resources Ltd | $0.955 | +2.69% | 11.1% | +0.30% |
LYC.AUProducer | Lynas Rare EARTHS Ltd | $18.22 | +2.19% | 11.1% | +0.24% |
MEI.AUExplorer | Meteoric Resources NL | $0.16 | -3.03% | 11.1% | -0.34% |
NTU.AUDeveloper | Northern Minerals Ltd | $0.026 | 0.00% | 11.1% | 0.00% |
ARR.AU
American Rare EARTHS Ltd
- Last
- $0.355
- 1D
- +2.90%
- Weight
- 11.1%
- Contribution
- +0.32%
ARU.AU
Arafura Rare EARTHS Ltd
- Last
- $0.25
- 1D
- 0.00%
- Weight
- 11.1%
- Contribution
- 0.00%
ASM.AU
Australian Strategic Materials Ltd
- Last
- $1.16
- 1D
- -2.93%
- Weight
- 11.1%
- Contribution
- -0.33%
BRE.AU
Brazilian Rare EARTHS Ltd
- Last
- $4.57
- 1D
- +0.44%
- Weight
- 11.1%
- Contribution
- +0.05%
ILU.AU
Iluka Resources Ltd
- Last
- $7.00
- 1D
- 0.00%
- Weight
- 11.1%
- Contribution
- 0.00%
LIN.AU
Lindian Resources Ltd
- Last
- $0.955
- 1D
- +2.69%
- Weight
- 11.1%
- Contribution
- +0.30%
LYC.AU
Lynas Rare EARTHS Ltd
- Last
- $18.22
- 1D
- +2.19%
- Weight
- 11.1%
- Contribution
- +0.24%
MEI.AU
Meteoric Resources NL
- Last
- $0.16
- 1D
- -3.03%
- Weight
- 11.1%
- Contribution
- -0.34%
NTU.AU
Northern Minerals Ltd
- Last
- $0.026
- 1D
- 0.00%
- Weight
- 11.1%
- Contribution
- 0.00%
Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.
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Equal weighted. Equal-weighted basket seeded from ASX-listed rare earth producers, developers and explorers. Active common stocks only, with a market cap of at least AUD 100 million and a 90-day average daily value traded of at least AUD 250,000.