EART vs ILIT

EARTBGlobal X Rare Earth & Critical Materials ETF

ILITBiShares Lithium Miners and Producers ETF

In short

EART Rare earths are the headline, but the basket runs wider: ten critical-material categories, from copper and lithium to cobalt and carbon fiber, screened so miners must earn at least half their revenue from the stuff.

ILIT Most lithium funds blend miners with EV makers and battery tech. ILIT stays at the source: an index of global companies whose main business is digging lithium ore or making lithium compounds, about 40 names, for 0.47% a year.

Stated mandate

EART The fund seeks exposure to companies producing rare-earth components, metals, and other raw or composite materials needed for expanding critical technologies, including electric vehicles, energy storage, robotics, and radar systems.

ILIT ILIT aims to replicate an index of U.S. and non-U.S. equity issuers whose principal activities are lithium-ore mining or lithium-compound manufacturing.

Why people hold it

• EART Costs 0.59% a year, below the typical fee in its critical-materials peer group.
• Purity rule with teeth: a company needs 50% of revenue from the ten materials, so conglomerates with a lithium side hustle stay out.globalxetfs.com
• Caps each name at 4% and floors it at 0.3%, reset twice a year, so one giant miner cannot swallow a roughly 50-stock portfolio.globalxetfs.com
• Global mandate covering miners and processors wherever they list, and one of the stronger builds in its critical-materials peer group.

• ILIT Straight to the rock. The index holds only firms whose principal business is lithium-ore mining or lithium-compound manufacturing, so EV assemblers and electronics names stay out.ishares.com
• 0.47% a year undercuts most of the critical-materials shelf, including SETM (0.65%) and EART (0.59%).
• Rules-based and transparent: it replicates the STOXX Global Lithium Miners and Producers Index (STXLIMEV) rather than a manager's stock picks.
• Global by design. The mandate spans US, developed international and emerging market issuers instead of stopping at the US border.

Worth knowing

• EART Rare earths share the basket with copper, lithium, nickel and platinum group metals, so broad commodity cycles move it as much as any rare-earth squeeze.globalxetfs.com
• A small fund with light volume next to the category's giants, which can mean wider spreads, especially near the open and close.
• Listed in 2022 as the Global X Disruptive Materials ETF (DMAT) and renamed in 2026, so the track record predates the rare-earth branding.globalxetfs.com

• ILIT Small asset base and light trading volume, so bid-ask spreads can run wider than on the big diversified mining funds.
• One metal, roughly 40 stocks. Lithium-linked shares have been a volatile ride, and a portfolio this concentrated feels every move in the metal.
• Launched in 2023, so the track record is short, and cash distributions land only once or twice a year.

Full EART profile⁠

Full ILIT profile⁠