Global X - Lithium & Battery Tech ETF
$67.65−0.72 (−1.05%)
- 0.75%
- $1.5B
- +27.7%
- 0.74%
- 0.4M sh
- $69.93
- low $55.46high $91.98
The ETF.net LIT Grade
C
Score 44 out of 100
- 9 of 13
Score 44 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.F14 out of 100Rank 11 of 13Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.A72 out of 100Rank 3 of 13Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A72 out of 100Rank 3 of 13Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D36 out of 100Rank 9 of 11Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A82 out of 100Rank 2 of 13
Our read on LIT
CAround since 2010, long before battery supply chains made the evening news. Roughly 40 global stocks tracking the Solactive Global Lithium Index, from the rock in the ground to the cells that go into cars.
The Fund seeks to track, before fees and expenses, the price and yield performance of the Solactive Global Lithium Index. It uses an indexing approach, generally replicating the index and allowing representative sampling when practical, liquidity, legal, or cost constraints make replication disadvantageous.
Why people hold it
- Running since 2010, through the lithium theme's full round trip of hype and hangover, and it has grown into a billion-dollar fund.
- Global by mandate, not US-only, so the fund can own the chain wherever the listings actually are.assets.globalxetfs.com
- About 40 holdings keeps the theme undiluted. Lithium and battery tech are the whole point here, not a rounding error inside a broad materials basket.
- Straight passive index tracking of a published lithium index. No manager picking which battery story wins this quarter.assets.globalxetfs.com
Worth knowing
- The 0.75% fee sits above the median for its EV-and-battery peer group. IBAT and FDRV run adjacent versions of the theme for less.
- One commodity story spread across roughly 40 stocks: a narrower, bumpier ride than a broad global equity fund, with mining-sector swings baked in.
- Cash comes back once or twice a year rather than monthly, and trading volume is moderate rather than deep.
LIT Holdings
- Stocks
- 43
- 68%
- RIO
Sectors
- Materials47.8%
- Industrials24.7%
- Technology19.5%
- Consumer Discretionary7.9%
- Consumer Staples0.0%
Geography
- China30.35%
- United Kingdom23.10%
- Japan13.55%
- United States11.25%
- Korea (the Republic of)11.14%
- Australia6.20%
- Chile3.08%
- Canada0.58%
- 0.76%
Developed 50% · Emerging 50%
LIT Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
LIT$12,768
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | LIT |
|---|---|
| Year to date | +5.9% |
| 1 month | −4.4% |
| 3 months | −5.5% |
| 1 year | +27.7% |
| 3 years | +9.2% |
| 5 years | −2.4% |
| 10 years | +12.7% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | LIT |
|---|---|---|
| 2026 YTD | +5.9% | |
| 2025 | +60.0% | |
| 2024 | −19.2% | |
| 2023 | −12.2% | |
| 2022 | −29.9% | |
| 2021 | +36.7% | |
| 2020 | +127.8% |
LIT in the news
LIT Dividends
- 0.74%
- $0.50
- $0.32 per share
- Twice a year
Distribution history
LIT Risk
- 31.6%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.27
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −65.9%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.37
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
LIT Cost
0.75%
LIT0.75%
- The middle half of Critical Materials funds
- Median 0.65%
10 of the 13 Critical Materials funds charge less.
Other funds in Critical Materials
- CWDIGWisdomTree Trust - WisdomTree Efficient Rare Earth Plus Strategic Metals FundExpense ratio 0.55%1 year return —
- CFMTLFirst Trust Indxx Critical Metals ETFExpense ratio 0.65%1 year return —
- CREXCSprott Rare Earths Ex-China ETFExpense ratio 0.65%1 year return —
- DLITPSprott Lithium Miners ETFExpense ratio 0.65%1 year return −6.5%
- DNIKLSprott Nickel Miners ETFExpense ratio 0.75%1 year return −13.9%