Herzfeld Credit Income Fund (NASDAQ:HERZ) & Global X Rare Earth & Critical Materials ETF (NASDAQ:EART) Critical Comparison

Global X Rare Earth & Critical Materials ETF (NASDAQ:EART) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap basic materials companies, but which is the better investment? We will compare the two companies based on the strength of their profitability, dividends, analyst recommendations, risk, institutional ownership, earnings and valuation.

Insider and Institutional Ownership

5.3% of Global X Rare Earth & Critical Materials ETF shares are held by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 0.1% of Global X Rare Earth & Critical Materials ETF shares are held by company insiders. Comparatively, 42.5% of Herzfeld Credit Income Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Risk and Volatility

Global X Rare Earth & Critical Materials ETF has a beta of 0.95, suggesting that its stock price is 5% less volatile than the S&P 500. Comparatively, Herzfeld Credit Income Fund has a beta of 0.71, suggesting that its stock price is 29% less volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent ratings and recommmendations for Global X Rare Earth & Critical Materials ETF and Herzfeld Credit Income Fund, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Global X Rare Earth & Critical Materials ETF	0	1	1	0	2.45
Herzfeld Credit Income Fund	0	0	0	0	0.00

Global X Rare Earth & Critical Materials ETF presently has a consensus target price of $32.04, indicating a potential upside of 0.00%. Given Global X Rare Earth & Critical Materials ETF’s stronger consensus rating and higher probable upside, research analysts plainly believe Global X Rare Earth & Critical Materials ETF is more favorable than Herzfeld Credit Income Fund.

Profitability

This table compares Global X Rare Earth & Critical Materials ETF and Herzfeld Credit Income Fund’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Global X Rare Earth & Critical Materials ETF	N/A	N/A	N/A
Herzfeld Credit Income Fund	N/A	N/A	N/A

Dividends

Global X Rare Earth & Critical Materials ETF pays an annual dividend of $0.18 per share and has a dividend yield of 0.6%. Herzfeld Credit Income Fund pays an annual dividend of $7.37 per share and has a dividend yield of 41.9%. Global X Rare Earth & Critical Materials ETF pays out -2,624.3% of its earnings in the form of a dividend.

Earnings & Valuation

This table compares Global X Rare Earth & Critical Materials ETF and Herzfeld Credit Income Fund”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Global X Rare Earth & Critical Materials ETF	N/A	N/A	N/A	($0.01)	-4,671.23
Herzfeld Credit Income Fund	-$306,157.00	-92.30	N/A	N/A	N/A

Summary

Global X Rare Earth & Critical Materials ETF beats Herzfeld Credit Income Fund on 6 of the 9 factors compared between the two stocks.

About Global X Rare Earth & Critical Materials ETF

The Global X Rare Earth & Critical Materials ETF seeks to invest in companies that produce rare earth components, metals, and other raw or composite materials essential to the expansion of critical technologies—such as electric vehicles, energy storage, robotics, and radar systems. Targeted companies include those involved in the exploration, mining, production, and/or enhancement of materials like rare earth elements, lithium, copper, cobalt, nickel, manganese, graphite, zinc, platinum, palladium, and carbon fiber.

The fund was previously known as the Global X Disruptive Materials ETF (ticker: DMAT) until March 2, 2026, when it was renamed and rebranded to EART.

About Herzfeld Credit Income Fund

The Herzfeld Caribbean Basin Fund Inc. is a closed-ended equity mutual fund launched by Thomas J. Herzfeld Advisors, Inc. The fund is managed by Herzfeld/Cuba. It invests in the public equity markets of the United States. The fund employing fundamental analysis investing in stocks of companies that are likely to benefit from economic, political, structural and technological developments in the countries in the Caribbean Basin, which consist of Cuba, Jamaica, Trinidad and Tobago, the Bahamas, the Dominican Republic, Barbados, Aruba, Haiti, the Netherlands Antilles, the Commonwealth of Puerto Rico, Mexico, Honduras, Guatemala, Belize, Costa Rica, Panama, Colombia and Venezuela. It invests in stocks of companies operating across diversified sectors. The Herzfeld Caribbean Basin Fund Inc. was formed on March 10, 1992 and is domiciled in the United States.