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 $1.43 billion in assets under management. It holds an ETFValuer grade of D, reflecting a score of 39.4 out of 100, and ranks 13th out of 15 peers in its category. The fund’s 0.75% expense ratio exceeds the category median of 0.52%, while its 0.83% dividend yield trails the peer average of 1.43%. Concentration is notable, with the top ten holdings comprising 66.1% of assets and Rio Tinto PLC representing the largest single position at 22.9%.

Price action shows the fund trading at $60.68, which sits at the lower end of its 52-week range. Short-term returns have been negative, with one-month and three-month figures of -11.83% and -11.58% respectively, contrasting with a positive one-year return of +8.36%. This one-year performance lags the category median of +10.74%. The fund’s rating was downgraded from C to D on 2026-09-28, and its price history spans only 3.0 years.

LIT exhibits a beta of 1.42, indicating it moves 142% as much as the broader market. Annualized volatility is recorded at 30.94%, a level labeled Very High, which coincides with a maximum drawdown of -38.13%. The Sharpe ratio of 0.11 suggests limited risk-adjusted returns relative to the volatility experienced. Liquidity is moderate, with an average daily volume of 205,998 shares.

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

LIT Top Holdings

Holdings as of 2026-07-31 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 66.1% 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 (22.9% 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: 4.96% (as of 2026-10-22) — 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): 19.03 (as of 2026-10-22) — 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: 3.75% (as of 2026-09-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

LIT Liquidity, Domicile & Tax Treatment

Liquidity: Average daily volume is 206K/day. Higher volume and a larger fund generally mean lower round-trip trading costs. AUM of $1.43B 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