ETF Evaluator:
Global X Lithium & Battery Tech ETF (LIT)
Follow This ETF
(as of Jul 31)
Best Performing in Natural Resources Over the Last Year
| 133.5% | Sprott Lithium Miners ETF (LITP) |
| 128.4% | iShares Lithium Miners And Producers ETF (ILIT) |
| 121.6% | VanEck Rare Earth & Strat Mtls ETF (REMX) |
| 103.9% | Global X Lithium & Battery Tech ETF (LIT) |
| 102.5% | Themes Lithium & Battery Metal Mnrs ETF (LIMI) |
Risk
Index
Risk
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ETF Details
Global X Lithium & Battery Tech ETF Overview
Global X Lithium & Battery Tech ETF (LIT) is a passively managed Sector Equity Natural Resources exchange-traded fund (ETF). Global X Funds launched the ETF in 2010.
The fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Global Lithium index. The fund invests at least 80% of its total assets in the securities of the index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the Underlying index.
About Global X Lithium & Battery Tech ETF (LIT)
There are 2 members of the management team with an average tenure of 7.84 years: Nam To (2018) and Wayne Xie (2019). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 2 primary benchmarks: MSCI ACWI NR USD index with a weighting of 100% and Solactive Global Lithium TR USD index with a weighting of 100%. Global X Lithium & Battery Tech ETF has 44 securities in its portfolio. The top 10 holdings constitute 63.8% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
Global X Lithium & Battery Tech ETF is part of the Equity global asset class and is within the Sector Equity ETF group. Global X Lithium & Battery Tech ETF has 87.6% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 12.0% There is 87.6% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Global X Lithium & Battery Tech ETF has 0.3% of the portfolio in cash.
Assets Under Management
The fund has $1 billion in total assets, which is above the $1 billion average for the Natural Resources category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
LIT Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Global X Lithium & Battery Tech ETF expense ratio is above average compared to funds in the Natural Resources category. Global X Lithium & Battery Tech ETF has an expense ratio of 0.75%, which is 40% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Global X Lithium & Battery Tech ETF has a portfolio turnover rate of 51%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 40% for the Natural Resources category.
Recently, in the month of June 2026, Global X Lithium & Battery Tech ETF returned -10.3%, which earned it a grade of D, as the Natural Resources category had an average return of -7.3%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
Global X Lithium & Battery Tech ETF has a trailing yield of 0.64%, which is below the 2.28% category average.
The fund normally distributes its income semi-annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Global X Lithium & Battery Tech ETF Grades
Year to date, the ETF has returned 20.5%, 12.0 percentage points better than the category, which translates into a grade of A. The fund has returned 103.9% over the past year (grade of A), 7.4% over the past three years (grade of F) and 2.3% per year over the past five years (grade of F) and 13.8% per year over the past 10 years (grade of A).
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LIT Trailing NAV Total Returns Data as of 6/30/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| LIT Return (NAV) | -10.3% | 7.7% | 103.9% | 7.4% | 2.3% | 13.8% |
| LIT Return (Price) | -9.8% | 5.7% | 105.3% | 7.3% | 2.4% | 13.7% |
| NAV +/- Price Return | -0.524% | 2.008% | -1.373% | 0.066% | -0.127% | 0.099% |
| Natural Resources Avg | -7.3% | -1.7% | 40.6% | 12.4% | 8.1% | 11.1% |
| LIT Grade (NAV) | D | A | A | F | F | A |
| +/- Category (NAV) | -3.0% | 9.4% | 63.3% | -5.0% | -5.8% | 2.8% |
| LIT Tax-Cost Ratio | na | na | 0.2% | 0.3% | 0.3% | 0.6% |
LIT Annual NAV Total ReturnsData as of 6/30/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| LIT Return (NAV) | 20.5% | 59.3% | -19.3% | -11.8% | -29.7% | 37.4% | 126.5% | 2.8% | -28.1% | 63.4% | 23.6% |
| LIT Return (Price) | 21.2% | 60.0% | -19.2% | -12.2% | -29.9% | 36.7% | 127.8% | 3.3% | -28.6% | 64.2% | 24.0% |
| NAV +/- Price Ret | 0.035% | 0.013% | -0.004% | 0.030% | 0.008% | -0.017% | 0.011% | 16.5% | 2.0% | 1.2% | 1.7% |
| Natural Resources Avg | 8.4% | 43.5% | -6.0% | 9.9% | -7.3% | 30.1% | 22.9% | 18.4% | -16.7% | 25.1% | 28.4% |
| LIT Grade (NAV) | A | B | F | F | F | A | A | F | F | A | C |
| +/- Category | 12.0% | 15.8% | -13.3% | -21.7% | -22.4% | 7.3% | 103.6% | -15.6% | -11.4% | 38.2% | -4.8% |
| Risk Measures | |
| Beta: | 1.37 |
| R-Squared: | 31% |
| Standard Deviation: | 31.2% |
| Category Risk Index: | 1.30 |
| Category Risk Rating: | Above Average |
| Total Risk Index: | 2.56 |
| Total Risk Rating: | High |
| Portfolio Characteristics | |
| Yield: | 0.6% |
| Total Assets: | $ 1,773 Mil |
| Share Class Assets: | $ 1,773 Mil |
| Turnover: | 51.6% |
| Expense Ratio: | 0.75% |
| Index Fund: | Yes |
| Index Tracked: | MSCI ACWI NR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Semi-Annually |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 8.3 years | |||
| Average Tenure: 7.8 years | |||
| Managers (Year): To Nam (2018), Xie Wayne (2019) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 44 |
| % in Top 10 Holdings: | 63.8% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 87.6% |
Portfolio Allocation |
|
| Domestic Stock: | 12.0% |
| Foreign Stock: | 87.6% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.3% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Global X Funds |
| Phone Number: | 888-493-8631 |
| Website: | www.globalxfunds.com |
| Inception Date: | July 22, 2010 |
Expenses and Fees
| Expense Ratio (%): | 0.75% (Rating: Above Avg) |
| Category Average Expense Ratio (%): | 0.54% |
