LIT

Global X Lithium & Battery Tech ETF

Global X Lithium & Battery Tech ETF is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the price and yield performance of the Solactive Global Lithium Index.


Global

EQUITY

Passive

MANAGEMENT STYLE

823.2 M

ASSETS UNDER MGMT

75 bp

EXPENSES
Fund Basics
Fund sponsorGlobal X Management Co LLC
CategoryGlobal
Asset classEquity
Websitelink...
Inception dateJul 22, 2010
Assets (mns)$823
Expense ratio75 bp
CurrencyUSD
Sector Breakdown
Fund Structure
RegulationOpen-Ended Fund
DistributionsAnnually
Taxation1099
Stock selectionMarket Cap
WeightingMarket Cap
Holdings TransparencyFull
Derivatives-basedNo
Options availableYes
Currency hedgedNo
Fund of fundsNo
Top 10 Holdings Complete list  + 
BYD CO LTD-H 6.8 %
ALBEMARLE CORP 6.3 %
PANASONIC CORP 6.2 %
BEIJING SEVENSTAR ELECTRONICS CO., LTD. 6.2 %
TESLA MOTORS INC 5.5 %
QUIMICA Y MINERA CHIL-SP ADR 5.1 %
CONTEMPORARY AMPEREX TECHNOLOGY CO., LTD 4.8 %
EVE ENERGY CO. LTD. CLASS A 4.6 %
JIANGXI GANFENG LITHIUM CO., LTD. CLASS 4.5 %
LG ENERGY SOLUTION LTD. 4.2 %
Constituent Breakdown
Number of holdings39
Herfindahl-Hirschman Index 423
Wgt avg mkt cap (mns)$74,518
Large cap (>$10bn)42.1%
Mid cap ($2-10bn)50.2%
Small cap (<$2bn)7.3%
Developed mkts.43.5%
Emerging mkts.56.5%
Country Exposure
CHINA 46.9 %
UNITED STATES 17.3 %
SOUTH KOREA 10.7 %
JAPAN 10.3 %
AUSTRALIA 6.6 %
CHILE 5.1 %
CANADA 1.6 %
NETHERLANDS 0.5 %
Historical Performance


Standardized Performance (as of 03/31/2025)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns -4.9% -15.8% -22.0% -20.8% 6.7% 5.0% -- 1.3%
Dividend Yield 0.0% 0.8% 0.8% 0.8% 0.8% 1.5% -- 1.3%
Total Returns -4.9% -15.0% -21.2% -20.0% 7.5% 6.5% -- 2.6%
Ann. Volatility 20.7% 30.9% 28.7% 30.7% 35.4% 29.4% -- 27.9%
Market Correlations
versus...BetaR-squared
S&P 5000.9731%
MSCI EAFE0.9630%
MSCI Emg Mkts1.0939%
Liquidity Measures
Avg. volume (000)228
Turnover1.0%
Avg. Bid/Ask (% of price)0.11%
ADV of underlying (mns)$38,778
Technical Indicators
Recent close$35.97
30d moving avg.$38.26
Annualized volatility30.4%
Relative strength (RSI)39
Short interest (ETF)4.4%
Short interest (underlying)0.0%
Distributions
Assets Under Management (mns)

Money Flows (mns)

Short Interest (as % of shares outstanding)

Long Money Flows (mns)

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Risk and Returns: LIT vs. Comps (1 YR)

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Results & Estimates
  2020 2021 2022 2023 2024 2025E 2026E  
Sales per share -- -- -- -- -- -- --
  change (%) -- -- -- -- -- -- --
Earnings per share -- -- -- -- -- -- --
  change (%) -- -- -- -- -- -- --
Dividends per share -- -- -- -- -- -- --
  change (%) -- -- -- -- -- -- --
Book value per share -- -- -- -- -- -- --
  change (%) -- -- -- -- -- -- --
Return on Equity
Net Margins
EPS Revision Activity (6 mo. ago = 100%)
Compound Annual Growth Rates

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Valuation Metrics
  2024 2025E Fwd Est 2026E
Price-to-sales --x --x --x --x
Price-to-earnings --x --x --x --x
Price-to-cash flow --x --x --x --x
Price-to-growth --x --x --x --x
Price-to-book value --x --x --x --x
Yield --% --% --x --%
1.2 30.7 1.5 1.4% --
Based on closing prices from 4/23/2025
Historical Valuation Trends Sample data. Subscribe for access.

SHOWING:
Price-to-Earnings
LIT



Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.

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ETF Research Center Rating

OVERWEIGHT

Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™

LIT

6.5%

Cat. Avg

4.7%


ALTAR Score™ Calculation

Category Overview
There are 365 funds in the Global Equity category, with an average ALTAR Score™ of 4.7% and a standard deviation of 4.2%. LIT's ALTAR Score™ is approximately 0.4 standard deviations above the category average. This places LIT in the 66th percentile among funds in the category.
Sell Side Consensus Rating

Sell-side recommendations on the ETF's individual constituents

LIT
Peer Average
SELL
U/W
HOLD
O/W
BUY
Factor Scorecard

SIZE
VALUE
YIELD
MOMENTUM
VOLATILITY
QUALITY
Expense Analysis

Peer Group Passive
Global Equity ETFs
# of ETFs 53
Avg. Expense Ratio 50.8 bp
Std. Deviation 22.4 bp
LIT (75 bp) Percentile rank 89
Peer Group Expense Ratio Distribution


Total Cost of Ownership (TCO) Comparison
Expense (bp)
(A)
Avg. Bid/Ask (bp)
(B)
TCO (bp)
(A)+(B)
LIT 75.0 11.1 86.1
Peer Avg. 49.4 28.6 78.0
  For a detailed cost analysis of this and any other ETF use the TCO Comparison Tool .