LIT — Global X Lithium & Battery Tech ETF

LIT Price Performance — Growth of $10,000

Value of a $10,000 investment in LIT over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.

LIT Drawdown

The "underwater" chart: LIT's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.

Overview

The Global X Lithium & Battery Tech ETF (LIT) is a Materials sector fund issued by Global X Funds with $1.77 billion in assets under management. It currently holds an overall rank of #327 out of 458 tracked ETFs across all categories and has received an ETFValuer grade of C with a score of 54.9 out of 100. The fund charges an expense ratio of 0.75% and offers a dividend yield of 0.64%. Trading at a price of $67.81, the fund's substantial asset base suggests significant investor adoption within the 15 ETFs tracked in the Materials category. This positioning places it as a mid-tier option in terms of overall ranking despite its large capitalization relative to the category average. The combination of a moderate yield and a C grade reflects a specific risk-return profile that investors evaluate against the broader market.

Recent price action shows a decline of 1.75% over the last day and 0.83% over the past week, while the one-month return has fallen sharply by 13.70%. The three-month period reflects further weakness with a return of -17.10%, and the six-month return stands at -7.19%. Despite these shorter-term losses, the year-to-date return is positive at +2.76%, and the one-year return has surged to +57.09%. Over a three-year horizon, the fund has delivered a cumulative return of +4.49%. This pattern indicates a significant divergence between recent short-term underperformance and strong long-term gains over the past year.

LIT carries a volatility label of Very High and a beta of 1.37, indicating that the fund tends to move more aggressively than the broader market in both directions. The Sharpe ratio of 1.52 suggests that the returns generated over the measured period have been efficient relative to the risk taken. However, the maximum drawdown of -51.48% highlights the potential for severe capital erosion during market downturns. This combination of high beta and extreme drawdown implies that while the fund can deliver substantial upside, it also exposes investors to significant downside risk. The high volatility and beta confirm that the fund behaves as a leveraged play on its underlying sector compared to peers like COPX or GDX.

AI-generated summary based on the data on this page.

LIT Top Holdings

Holdings as of 2026-04-30 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 60.1% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how LIT's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.

Which Funds Overlap With LIT

Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with LIT's top 10 — IDV overlaps most, holding 1 of the same companies as LIT's top 10 (19.5% of LIT's assets).

Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.

Market Backdrop

10-Year Treasury Yield: 4.71% (as of 2026-07-23) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.

CBOE Volatility Index (VIX): 18.70 (as of 2026-07-23) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.

Federal Funds Rate: 3.63% (as of 2026-06-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

LIT Liquidity, Domicile & Tax Treatment

Liquidity: Quoted bid/ask spread is 2.46% and average daily volume is 425K/day. Tighter spreads and higher volume mean lower round-trip trading costs; this is a live-market snapshot and can widen during volatile sessions. AUM of $1.77B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.

Domicile & tax treatment: LIT is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.

LIT Performance History

How LIT Compares to Other Materials ETFs