Lynas Rare Earths Limited (ASX: LYC) - ETF Exposure

Current share price for LYC : $14.390 0.28 (1.91%)⁺

Lynas Rare Earths Limited (LYC) is an ASX-listed company and is held by a number of exchange traded funds (ETFs). It is an Australian publicly listed company headquartered in Perth, Western Australia. Lynas was established as a producer of rare earth materials for global manufacturing supply chains in east Asia, Europe and North America.

LYC General Information ⁺

ASX Code	LYC
Website	N/A
Industry/Sector	Diversified Metals & Mining
Market Cap ($M)	14,483
LYC Share Price	$14.390
Day High	$14.440
Day Low	$13.930
Last Close	$14.670
LYC Share Price Movement	$0.28 ( 1.91% )

Prices as at 16:36, 24 Sep 2026

⁺Security prices are delayed by at least 20 minutes and are indicative only.

Already own an Australian ETF? You may already have meaningful exposure to LYC

As one of Australia's largest companies by market capitalisation, LYC is held across 34 ETFs spanning strategies that include diversified metals & mining exposure . Its weighting in those funds means performance can have an outsized influence - when LYC moves, funds like XMET, ALFA, MVR, FHCO and MTUM that hold it can move with it.

For more concentrated exposure, ETFs such as XMET (BetaShares Energy Transition Metals ETF) allocate about 6.1% to LYC , while the average exposure across all 34 ETFs that hold it is around 1.1% .

Top ETF holdings

BetaShares Energy Transition Metals ETF (XMET) ~ 6.1%
Vaneck Australian Long Short Complex ETF (ALFA) ~ 3.3%
VanEck Australian Resources ETF (MVR) ~ 2.9%
Fidelity Australian High Conviction Active ETF (FHCO) ~ 2.7%
Betashares Australian Momentum ETF (MTUM) ~ 2.4%

Last updated: ETF data and holdings as at 23 September 2026

Own LYC directly or through an ETF?

How does holding Lynas Rare Earths Limited (LYC) shares directly compare to ETFs that include it?

	LYC Direct	XMET ASX	ALFA ASX	MVR ASX	FHCO ASX	MTUM ASX
Holdings	1 company	65 holdings	105 holdings	36 holdings	30 holdings	89 holdings
LYC Weight	100%	6.1%	3.3%	2.9%	2.7%	2.4%
Diversification	Single Stock	Broad	Broad	Broad	Broad	Broad
Annual Cost	Brokerage only	0.69% p.a.	0.39% p.a.	0.35% p.a.	0.85% p.a.	0.35% p.a.
Approx. Yield	0%	3.72%	0.87%	2.46%	32.51%	2.19%
Star Ratings	-

Yields and costs are approximate. ETF yields reflect the fund's dividend distributions, not LYC's direct yield. Annual cost uses each ETF's MER.

LYC Exposure on $10,000 investment

How a $10,000 investment in Lynas Rare Earths Limited (LYC) one week ago compares with ETFs that hold it.

Security	Investment type	Current price	7-day price movement	Dollar change	Value today
Lynas Rare Earths Limited (LYC)	Direct share	$14.390	3.97%	+$397	$10,397
BetaShares Energy Transition Metals ETF (XMET)	Equity - Global Sectors	$14.600	2.67%	+$267	$10,267
Vaneck Australian Long Short Complex ETF (ALFA)	Equity - Australia Strategy	$22.890	1.28%	+$128	$10,128
VanEck Australian Resources ETF (MVR)	Equity - Australia Sectors	$48.030	0.04%	+$4	$10,004
Fidelity Australian High Conviction Active ETF (FHCO)	Equity - Australia Strategy	$6.050	0.50%	+$50	$10,050
Betashares Australian Momentum ETF (MTUM)	Equity - Australia Strategy	$27.820	0.61%	+$61	$10,061

Assumes $10,000 invested 7 days ago. Figures are based on price movement only and exclude distributions, fees and brokerage.

Lynas Rare Earths Limited (LYC) ETFs

34 ETFs hold Lynas Rare Earths Limited (LYC).

ETF	LYC Weight	MER	Yield
BetaShares Energy Transition Metals ETF (XMET)	6.1%	0.69%	3.72%
Vaneck Australian Long Short Complex ETF (ALFA)	3.3%	0.39%	0.87%
VanEck Australian Resources ETF (MVR)	2.9%	0.35%	2.46%
Fidelity Australian High Conviction Active ETF (FHCO)	2.7%	0.85%	32.51%
Betashares Australian Momentum ETF (MTUM)	2.4%	0.35%	2.19%
Global X Green Metal Miners ETF (GMTL)	2.2%	0.69%	9.26%
Betashares Australian Resources Sector ETF (QRE)	2.2%	0.34%	2.2%
Betashares Australian Ex-20 Portfolio Diversifier ETF (EX20)	1.7%	0.25%	2.81%
State Street SPDR S&P/ASX 200 Resources ETF (OZR)	1.6%	0.34%	2.27%
Betashares Geared Australian Equity Fund (GEAR)	1.4%	2.11%	1.86%

View all 34 ETFs

Lynas Rare Earths Limited (LYC) Upcoming Dividends & Yields

Distribution Type	Dividend	Franking	Ex-dividend date	Payment date	Current Price⁺	Price 7D Avg	Dividend Yield

See all dividends from Lynas Rare Earths Limited (LYC) or use our Upcoming Dividends tool to search for dividends across all ASX-listed securities.

Lynas Rare Earths Limited (LYC) price-sensitive announcements

LYC - Lynas Rare Earths FY26 Results Presentation

Lynas Rare Earths Limited has reported a strong financial year with significant achievemen

Lynas Rare Earths Limited (LYC)
26 Aug 2026 | 10:03 AM

LYC - Lynas Rare Earths FY26 Results Announcement

Lynas Rare Earths Limited reported record financial and operational performance for the fi

Lynas Rare Earths Limited (LYC)
26 Aug 2026 | 10:02 AM

LYC - Appendix 4E and 2026 Annual Report

Lynas Rare Earths Limited achieved record financial performance in FY26, with revenues of

Lynas Rare Earths Limited (LYC)
26 Aug 2026 | 9:46 AM

LYC - Quarterly Activities Report

Lynas Rare Earths Limited reported strong financial and operational performance for the qu

Lynas Rare Earths Limited (LYC)
22 Jul 2026 | 8:46 AM

Lynas Rare Earths Limited (LYC) Recent ASX Announcements

Company	Sector	Market Cap ($m)	Headline	Release date/time⁺	Price at release⁺	Current price⁺	Gain/Loss
Lynas Rare Earths Limited (LYC) ORDINARY FULLY PAID	Materials	$14,484	Appendix 4G and Corporate Governance Statement	26 Aug 2026 10:04AM	$16.405	$14.390	fallen by 12.28%
Lynas Rare Earths Limited (LYC) ORDINARY FULLY PAID	Materials	$14,484	Lynas Rare Earths FY26 Results Presentation	26 Aug 2026 10:03AM	$16.405	$14.390	fallen by 12.28%
Lynas Rare Earths Limited (LYC) ORDINARY FULLY PAID	Materials	$14,484	Lynas Rare Earths FY26 Results Announcement	26 Aug 2026 10:02AM	$16.405	$14.390	fallen by 12.28%
Lynas Rare Earths Limited (LYC) ORDINARY FULLY PAID	Materials	$14,484	Appendix 4E and 2026 Annual Report	26 Aug 2026 9:46AM	$16.590	$14.390	fallen by 13.26%
Lynas Rare Earths Limited (LYC) ORDINARY FULLY PAID	Materials	$14,484	Date of Full Year Report and Briefing	12 Aug 2026 5:15PM	$16.920	$14.390	fallen by 14.95%
Lynas Rare Earths Limited (LYC) ORDINARY FULLY PAID	Materials	$14,484	Notification regarding unquoted securities - LYC	6 Aug 2026 4:35PM	$15.700	$14.390	fallen by 8.34%

LYC Financial Summary

Year to Jun	NPAT	EPS	EPS chg (%)	PER	Yield (%)	Franking (%)
2027F	C2	$74.00	138.70%	19.10	0.00%	0.0%
2026F	C2	$31.00	3,163.20%	45.60	0.00%	0.0%
2025A	$8.86	$1.00	-89.50%	762.50	0.00%	0.0%

LYC Peer Comparison

Company	Mkt Cap	EPS Growth (%)			P/E (%)			Dividend Yield (%)
Company	Mkt Cap	2025 A	2026 F	2027 F	2025 A	2026 F	2027 F	2025 A	2026 F	2027 F
BHP Group Limited (BHP)	$311,254M	0.2093	-0.0411	-0.0799	16.2374	16.9327	18.4032	4.09%	3.39%	3.43%
Lynas Rare Earths Limited (LYC)	$14,604M	22.4000	1.6185	0.5923	65.2722	24.9270	15.6543	0.00%	0.45%	0.79%
PLS Group Limited (PLS)	$13,323M	-3.5619	1.3470	-0.1824	25.5886	10.9029	13.3355	0.00%	1.69%	1.18%
Rio Tinto Limited (RIO)	$61,834M	-0.1811	0.2121	-0.0023	16.7070	13.7836	13.8160	3.61%	3.99%	3.98%
South32 Limited (S32)	$21,894M	0.5182	0.0178	-0.0828	16.0632	15.7827	17.2073	2.77%	2.66%	2.48%

LYC Directors

Name	Position	Start Date
Mr John Scott Humphrey	Non-Executive Chairman, Non-Executive Director	15 May 2017
Dr Vanessa Ann Guthrie	Non-Executive Director	1 Oct 2020
Mr Grant Bruce Murdoch	Non-Executive Director	30 Oct 2017
Mr Philippe Gerald Etienne	Non-Executive Director	1 Jan 2015
Ms Kathleen Bozanic	Non-Executive Director	17 Oct 2025
Mr John Richard Beevers	Non-Executive Director	1 May 2023

Lynas Rare Earths Limited (LYC) Changes in Directors' Interest & Trades

Date of change	Director	Buy/Sell	Security Type	Qty	Trade Price	Value
4 Dec 2025	LACAZE, Amanda	Sell	Indirect Shares	38,688	$14.311	$553,673.214
3 Dec 2025	LACAZE, Amanda	Sell	Indirect Shares	11,000	$15.004	$165,039.996
2 Dec 2025	LACAZE, Amanda	Sell	Indirect Shares	280,000	$15.063	$4,217,614.520

See all changes in directors' interest & trades for Lynas Rare Earths Limited (LYC) or use our Changes in directors' interest tool to search for changes & trades across all ASX-listed securities.

LYC Management

Name	Position
Gaudenz Sturzenegger	CFO
Sarah Leonard	Company Secretary,General Counsel
Pol Le Roux	Interim Chief Executive Officer
Dato Sri Mashal Ahmad	Vice President Malaysia
Chris Jenney	Vice President, Divisional
Daniel Havas	Vice President, Divisional
Jennifer Parker	Vice President, Divisional
Mimi Afzan Afza	Vice President, Divisional

LYC Substantial Shareholders

Under ASX rules large investors and investment funds must disclose when they own more than a 5% stake in Lynas Rare Earths Limited (LYC). However, you won't necessarily see their names in the company’s annual report, as many trade under nominee names. These shareholders are obliged to provide ongoing substantial notices relating to any change of 1% or more.

Holding	Name
98,107,131 (9.75%)	UBS Group AG and its related bodies corporate
96,082,792 (9.55%)	State Street Corporation and subsidiaries
94,292,123 (9.37%)	Australiansuper Pty Ltd
76,764,078 (7.63%)	Georgina Hope Rinehart
66,432,006 (6.60%)	BlackRock Group

LYC Calendar of Events

Date	Event
25 August 2027	Report (Annual)
25 August 2027	Report (Prelim)
21 July 2027	Report (Quarterly)
20 April 2027	Report (Quarterly)
25 February 2027	Report (Interim)
20 January 2027	Report (Quarterly)
29 October 2026	Report (Quarterly)

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