EART vs LIT: Grades, Fees and Holdings Compared

Global X Rare Earth & Critical Materials ETF

EARTBNasdaq

Global X Lithium & Battery Tech ETF

LITCNYSE Arca

Overlap

10.5%by weight

Expense ratio

EART −0.16pt a year

EART0.59%LIT0.75%

Avg volume · 30D

LIT 13.1×the volume

EART17.1KLIT225K

EART vs LIT Performance

Jul 31, 2026 – Oct 30, 2026

−12.9%EART−13.6%LIT

Expense ratio: EART 0.59%, better; LIT 0.75%
Fund size: EART $41M; LIT $1.12B
1Y total return: EART No data; LIT −3.4%
Yield (12M): EART 0.79%; LIT 0.84%, better
Holdings: EART 55; LIT 43
Avg volume (30D): EART 17.1K sh; LIT 225K sh, better
NAV per share: EART $24.00; LIT $59.98
52W range

ETF.net Grade

Pillar letters and Scores for EART, LIT, with each pillar’s weight
Pillar	EART	LIT
Cost30% weight	B69Higher	F14
Mission25% weight	Not scored	Not scored
Risk15% weight	C45	A72Higher
Tradability15% weight	C45	A78Higher
Holdings10% weight	A72Higher	D36
Durability5% weight	A70	A84Higher

Rank among Critical Materials funds

How we build Categories ›

Same Category. EART and LIT are both graded against the same 12 Critical Materials funds, so their Grades compare head to head.

Critical Materials⁠

Category · 12 funds

See all 12 ›

EART ranks 3rd and LIT 8th of 12 funds in the Critical Materials Category.

Rank 1AREMXVanEck Rare Earth and Strategic Metals ETFScore 75
Rank 2BILITiShares Lithium Miners and Producers ETFScore 64
Rank 3BEARTGlobal X Rare Earth & Critical Materials ETFScore 59
Rank 4CSETMSprott Critical Materials ETFScore 56
Rank 7CEMETVanEck Copper and Green Metals ETFScore 52
Rank 8CLITGlobal X Lithium & Battery Tech ETFScore 45
Rank 9DREXCSprott Rare Earths Ex-China ETFScore 40

Our read on each fund

ETF.net Research

EARTBGlobal X Rare Earth & Critical Materials ETF

LITCGlobal X Lithium & Battery Tech 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.

LIT Around 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.

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.

LIT 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

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.

LIT 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.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.globalxetfs.com

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

LIT 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.

Full EART profile⁠

Full LIT profile⁠

EART vs LIT Holdings

As of Oct 13, 2026

How EART and LIT differ

Overlap by weight

10.5%

Shared holdings make up 12.3% of LIT and 11.4% of EART.

Level by level

Holdings7 in both10.5%
Countryby domicile58.7%
Asset classEquity100%

Sector

No Sector split for EART.

Country, concentration and asset class

Country by domicile

Country weights in EART and LIT, widest gap first
Country	More in EARTMore in LIT	EART	LIT
South Africa	EART +14.9 points	14.9%	0.0%
United Kingdom	LIT +14.2 points	8.6%	22.8%
South Korea	LIT +13.3 points	0.3%	13.6%
Canada	EART +7.1 points	8.0%	0.9%
Japan	LIT +7.1 points	5.6%	12.7%
United States	EART +6.8 points	19.1%	12.3%
Sweden	EART +4.5 points	4.5%	0.0%
China	EART +4.4 points	29.5%	25.1%
Other countries (5)	LIT +3.1 points	9.5%	12.6%

Outside the US: EART 45% developed, 55% emerging. LIT 52% developed, 48% emerging.

Concentration

Weight in the 10 largest Holdings

EART47.5%
LIT68.1%

Securities held

EART51
LIT41

Asset class

EART: Equity
LIT: Equity

Holdings

Only in EART44
In both7
Only in LIT34

Only in EART

44 securities, 88.2% of EART by weight

Anglo American PLC5.90%
Freeport-Mcmoran Inc5.82%
Southern Copper Corp5.62%
Grupo Mexico Sab De Cv-Ser B5.51%
Antofagasta PLC4.78%
Rio Tinto PLC4.65%
Sumitomo Metal Mining Co Ltd4.15%
Valterra Platinum Limited3.73%
Boliden Ab3.68%
Hudbay Minerals Inc3.66%
Impala Platinum Holdings Ltd3.29%
China Northern Rare Earth -A3.22%
Western Mining Co -A2.88%
Zhejiang Huayou Cobalt Co -A2.59%
Sibanye Stillwater Ltd2.56%
Lynas Rare Earths Limited2.54%
Hexcel Corp2.34%
Mp Materials Corp2.29%
Northam Platinum Holdings Lt1.98%
China Rare Earth Resources-A1.89%
Shenghe Resources Holdings-A1.82%
Mmg Ltd1.58%
Gem Co Ltd-A1.55%
Yunnan Chihong Zinc & Germ-A1.39%
Weihai Guangwei Composites-A1.04%
Tokai Carbon Co Ltd0.99%
Fangda Carbon New Material-A0.71%
Xtc New Energy Materials X-A0.64%
Youngy Co Ltd-A0.55%
Mersen0.53%
Nanjing Hanrui Cobalt Co L-A0.52%
Graftech International Ltd0.47%
Minmetals New Energy Materia0.42%
Nickel Industries Ltd0.38%
Nippon Carbon Co Ltd0.36%
Sylvania Platinum Ltd0.33%
Sinofibers Technology Co L-A0.32%
Jiangxi Black Cat Carbon -A0.31%
African Rainbow Minerals Ltd0.29%
Xiangtan Electrochemical -A0.28%
Guizhou Zhenhua E-Chem Inc-A0.26%
American Battery Technology0.20%
Zhongfu Shenying Carbon Fi-A0.19%
Other Payable & Receivables0.03%

Only in LIT

34 securities, 87.9% of LIT by weight

Rio Tinto Plc-Spon Adr22.67%
Panasonic Holdings Corporation7.15%
Samsung Sdi Co Ltd6.21%
Tdk Corp6.19%
Naura Technology Group Co-A6.06%
Lg Energy Solution4.69%
Tesla Inc4.66%
Contemporary Amperex Techn-A3.21%
Byd Co Ltd-H3.14%
Quimica Y Minera Chil-Sp Adr2.96%
Ganfeng Lithium Group Co L-A2.31%
Guangzhou Tinci Materials -A2.17%
Enersys2.16%
Wuxi Lead Intelligent Equi-A1.95%
Mineral Resources Ltd1.94%
Tianqi Lithium Corp-A1.88%
Ecopro Bm Co Ltd1.52%
Sunwoda Electronic Co Ltd-A1.32%
Yunnan Energy New Material-A1.25%
Shanghai Putailai New Energy1.02%
L&F Co Ltd0.76%
Jiangxi Special Electric -A0.56%
Amg Critical Materials N.v.0.36%
Liontown Ltd0.36%
Lithium Argentina AG0.24%
Lucid Group Inc0.21%
Sigma Lithium Corp0.16%
Elevra Lithium Ltd0.16%
Pmet Resources Inc0.14%
European Lithium Ltd0.12%
Standard Lithium Ltd0.11%
Vulcan Energy Resources Ltd0.10%
Ioneer Ltd0.07%
Ecopro Bm Co Ltd- Rights0.03%

Weight gaps

All 7 Holdings in both funds, largest gap first.

Holding weights in EART and LIT, widest gap first
Holding	More in EARTMore in LIT	EART	LIT
Albemarle CorpALB	LIT +1.26 points	2.60%	3.86%
Pls Group Ltd	EART +0.39 points	2.69%	2.30%
Sinomine Resource Group Co-A	EART +0.39 points	1.53%	1.14%
Eve Energy Co Ltd-A	LIT +0.18 points	3.18%	3.36%
Eramet	EART +0.13 points	0.27%	0.14%
Igo Ltd	LIT +0.02 points	0.90%	0.92%
Lithium Americas Corp	EART +0.03 points	0.28%	0.25%

All 49 EART holdings⁠All 41 LIT holdings⁠

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

EART vs LIT Cost

Overpaying LIT vs EART

$2,847

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

EART 0.59%
$11,635
LIT 0.75%
$14,482

Amount$10,000

Years30 years

Cost over time

EART 0.59%
LIT 0.75%
Overpaying

Year by year

Year	EART	LIT	Overpaying
10	$1,058	$1,336	$278
20	$4,051	$5,078	$1,027
30	$11,635	$14,482	$2,847

Expense ratio

0.59%EART, cheaper
0.75%LIT

EART0.59%LIT0.75%

0.47%0.75%

Middle half of Critical Materials funds
Median 0.64%

EART 5th cheapest of 12 funds

LIT 11th cheapest of 12 funds

EART vs LIT Dividends

Last 12 months to Oct 30, 2026

Yield (12M): EART 0.79%; LIT 0.84%, better
Payout (12M): EART $0.19; LIT $0.50
Last payment: EART $0.14; LIT $0.32
Ex-dividend: EART Jun 29, 2026; LIT Jun 29, 2026
Paid on: EART Jul 7, 2026; LIT Jul 7, 2026
Frequency: EART Twice a year; LIT Twice a year

Distribution history

Per share, 2017 to 2026, same scale for both

EARTTwice a year · 9 paymentsAll EART payments⁠

LITTwice a year · 17 paymentsAll LIT payments⁠

EART vs LIT Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years: EART No dataLIT 31.5%
Return per unit of riskSharpe ratio, 3 years: EART No dataLIT 0.28
Worst fallMax drawdown, 5 years: EART No dataLIT −65.9%
Market sensitivityBeta, 5 years: EART 1.29LIT 1.37; Market = 1

EART and LIT in the news

All news⁠

ETF Filings
Direxion files 2x daily ETFs on SK hynix, rare earths and $1 trillion stocks
Sep 4, 2026EART

Popular comparisons

EARTBvsREMXA
Global X Rare Earth & Critical Materials ETF · VanEck Rare Earth and Strategic Metals ETF
Expense ratio
0.59% · 0.53%
Category
LITCvsREMXA
Global X Lithium & Battery Tech ETF · VanEck Rare Earth and Strategic Metals ETF
Expense ratio
0.75% · 0.53%
Category
EARTBvsILITB
Global X Rare Earth & Critical Materials ETF · iShares Lithium Miners and Producers ETF
Expense ratio
0.59% · 0.47%
Category
LITCvsILITB
Global X Lithium & Battery Tech ETF · iShares Lithium Miners and Producers ETF
Expense ratio
0.75% · 0.47%
Category
EARTBvsSETMC
Global X Rare Earth & Critical Materials ETF · Sprott Critical Materials ETF
Expense ratio
0.59% · 0.65%
Category
LITCvsSETMC
Global X Lithium & Battery Tech ETF · Sprott Critical Materials ETF
Expense ratio
0.75% · 0.65%
Category

EART vs LIT

In short

Stated mandate

Why people hold it

Worth knowing

How EART and LIT differ

Level by level

Sector

Country, concentration and asset class

Country by domicile

Concentration

Asset class

Holdings

Only in EART

Only in LIT

Weight gaps

Cost over time

Year by year

Distribution history

Fall from peak · 5 years

Risk facts

Direxion files 2x daily ETFs on SK hynix, rare earths and $1 trillion stocks

How EART and LIT differ

Level by level

Sector

Country, concentration and asset class

Country by domicile

Concentration

Asset class

Holdings

Only in EART

Only in LIT

Weight gaps