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LIT vs DES

Comparison between Global X Lithium & Battery Tech ETF (LIT, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).

5-Year PerformanceDES has outperformed LIT, delivering a return of +6.0% compared to +3.3%

LIT vs DES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LIT
$2.10B
DES
$2.10B
Expense Ratio
LIT
0.75%
Winner
DES
0.38%
Max Drawdown
Winner
LIT
66.96%
DES
68.10%
Sharpe Ratio
Winner
LIT
2.32
DES
1.31
5Y Beta
LIT
1.00
Winner
DES
0.83
P/E Ratio
LIT
N/A
DES
19.64
Forward P/E
LIT
N/A
DES
13.48
5Y Dividends CAGR
LIT
-3.48%
Winner
DES
5.94%
5Y EPS CAGR
LIT
N/A
DES
8.18%
Debt to Equity
LIT
N/A
DES
78.19%
P/S Ratio
LIT
N/A
DES
1.06
P/B Ratio
LIT
N/A
DES
1.65

LIT vs DES - Holdings Comparison

LIT and DES have 1 common holdings. Overlap is 0.00%

LIT's top 25 holdings weight is 94.55%. DES's top 25 holdings weight is 18.96%.

RankLITDES
#1
RIO TINTO PLC ADR (RIO) - 20.59%
KODIAK GAS SERVICES INC (KGS) - 1.21%
#2
NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 5.49%
TFS FINANCIAL CORP (TFSL) - 1.11%
#3
ALBEMARLE CORP (ALB) - 5.48%
EPR PROPERTIES (EPR) - 1.10%
#4
TDK CORP (n/a) - 5.47%
NORTHWESTERN ENERGY GROUP INC (NWE) - 0.94%
#5
SAMSUNG SDI CO LTD (n/a) - 5.04%
PATTERSON-UTI ENERGY INC (PTEN) - 0.92%
#6
PANASONIC HOLDINGS CORP (n/a) - 4.62%
OUTFRONT MEDIA INC (OUT) - 0.91%
#7
TESLA INC (TSLA) - 4.28%
SONOCO PRODUCTS CO (SON) - 0.91%
#8
PLS GROUP LTD (n/a) - 3.59%
CAL-MAINE FOODS INC (CALM) - 0.87%
#9
CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 3.43%
ARCHROCK INC (AROC) - 0.85%
#10
EVE ENERGY CO LTD CLASS A (n/a) - 3.35%
IRIDIUM COMMUNICATIONS INC (IRDM) - 0.83%
#11
LG ENERGY SOLUTION LTD (n/a) - 3.35%
AVNET INC (AVT) - 0.81%
#12
BYD CO LTD CLASS H (n/a) - 3.18%
n/a (HASI) - 0.79%
#13
GANFENG LITHIUM GROUP CO LTD CLASS A (n/a) - 3.13%
TRAVEL&LEISURE CO (TNL) - 0.76%
#14
SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 3.05%
n/a (CRC) - 0.75%
#15
GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A (n/a) - 2.57%
FIRST BANCORP (FBP) - 0.73%
#16
TIANQI LITHIUM CORP CLASS A (n/a) - 2.52%
AMERICOLD REALTY TRUST INC (COLD) - 0.68%
#17
ENERSYS (ENS) - 2.37%
FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65%
#18
MINERAL RESOURCES LTD (n/a) - 2.32%
PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.63%
#19
ECOPRO BM CO LTD ORDINARY SHARES (n/a) - 2.07%
AVISTA CORP (AVA) - 0.63%
#20
WUXI LEAD INTELLIGENT EQUIPMENT CO LTD CLASS A (n/a) - 2.01%
CRESCENT ENERGY CO CLASS A (CRGY) - 0.61%
#21
SINOMINE RESOURCE GROUP CO LTD CLASS A (n/a) - 1.56%
CACTUS INC CLASS A (WHD) - 0.54%
#22
YUNNAN ENERGY NEW MATERIAL (GROUP) CO LTD CLASS A (n/a) - 1.48%
RENASANT CORP (RNST) - 0.54%
#23
SUNWODA ELECTRONIC CO LTD CLASS A (n/a) - 1.23%
KOHL'S CORP (KSS) - 0.40%
#24
IGO LTD (n/a) - 1.22%
BREAD FINANCIAL HOLDINGS INC (BFH) - 0.40%
#25
SHANGHAI PUTAILAI NEW ENERGY TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.15%
SENSIENT TECHNOLOGIES CORP (SXT) - 0.39%
Total Holdings43481

LIT vs DES - Historical Returns

Returns include dividend reinvestment.

1M
LIT
-11.48%
Winner
DES
-0.48%
3M
Winner
LIT
+13.25%
DES
+5.43%
6M
Winner
LIT
+24.92%
DES
+14.98%
1Y
Winner
LIT
+112.03%
DES
+26.89%
5Y(CAGR)
LIT
+3.30%
Winner
DES
+6.02%
10Y(CAGR)
Winner
LIT
+13.68%
DES
+7.97%
Max(CAGR)
LIT
+7.07%
Winner
DES
+7.67%

LIT vs DES - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearLITDES
2026+18.15%+15.06%
2025+62.68%+0.96%
2024-18.14%+9.71%
2023-11.19%+16.28%
2022-31.14%-11.65%
2021+27.65%+27.88%
2020+124.89%-3.69%
2019+2.89%+19.33%
2018-30.27%-13.42%
2017+61.44%+8.08%
2016+25.33%+33.60%
2015-10.50%-5.29%
2014-12.26%+8.94%
2013-11.83%+32.90%
2012-0.45%+16.16%
2011-39.23%-3.63%
2010+43.01%+24.59%
2009N/A+20.08%
2008N/A-27.07%
2007N/A-12.85%
2006N/A+16.40%

LIT vs DES Drawdown Comparison

The maximum drawdown for LIT was -65.93%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.

The current LIT drawdown is -15.63%. The current DES drawdown is -1.16%.

RankLITDES
#1-65.93%
Nov 8, 2021 - Apr 8, 2025		-65.45%
Jun 4, 2007 - Feb 3, 2012
#2-61.91%
Jan 3, 2011 - Oct 5, 2020		-45.63%
Aug 21, 2018 - Jan 14, 2021
#3-25.78%
Feb 16, 2021 - Jul 7, 2021		-25.16%
Nov 25, 2024 - Feb 4, 2026
#4-9.57%
Sep 15, 2021 - Oct 18, 2021		-21.70%
Jan 4, 2022 - Dec 14, 2023
#5-9.57%
Jan 7, 2021 - Feb 16, 2021		-19.34%
Jun 23, 2015 - Apr 26, 2016
#6-8.43%
Aug 5, 2010 - Sep 13, 2010		-9.64%
Jan 23, 2018 - Jun 4, 2018
#7-8.20%
Aug 12, 2021 - Sep 15, 2021		-9.47%
Jul 1, 2014 - Nov 5, 2014
#8-7.32%
Jul 12, 2021 - Jul 22, 2021		-9.36%
Jun 8, 2021 - Nov 3, 2021
#9-6.96%
Nov 8, 2010 - Dec 6, 2010		-9.15%
Apr 2, 2012 - Jul 3, 2012
#10-6.02%
Jul 22, 2021 - Jul 29, 2021		-9.09%
Sep 14, 2012 - Dec 20, 2012
#11-4.01%
Nov 24, 2020 - Dec 7, 2020		-8.96%
Jul 31, 2024 - Oct 16, 2024
#12-3.65%
Dec 8, 2020 - Dec 15, 2020		-8.17%
Nov 15, 2021 - Jan 4, 2022
#13-3.64%
Nov 9, 2020 - Nov 16, 2020		-7.64%
Feb 20, 2026 - Apr 9, 2026
#14-3.01%
Oct 12, 2020 - Oct 29, 2020		-7.50%
Dec 27, 2023 - Mar 28, 2024
#15-2.58%
Dec 28, 2020 - Dec 30, 2020		-7.44%
Sep 7, 2016 - Nov 11, 2016

Correlation

Correlation between LIT and DES is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

Dividend Comparison (2006 - 2026)

LIT vs DES dividend yield comparison.

YearLITDES
20260.00%0.56%
20250.49%2.85%
20240.93%2.81%
20231.11%2.65%
20220.99%2.89%
20210.22%2.31%
20200.40%2.75%
20191.85%2.68%
20182.52%3.65%
20173.26%2.89%
20162.15%2.70%
20150.24%3.09%
20141.07%2.68%
20130.32%2.45%
20122.42%4.04%
20110.13%3.38%
20101.16%3.57%
20090.00%3.60%
20080.00%6.09%
20070.00%3.78%
20060.00%1.82%

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