LIT vs FGD
Comparison between Global X Lithium & Battery Tech ETF (LIT, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
5-Year PerformanceFGD has outperformed LIT, delivering a return of +13.3% compared to -0.5%
LIT vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LIT
$1.50B
Winner
FGD
$1.60B
Expense Ratio
LIT
0.75%
Winner
FGD
0.55%
Max Drawdown
Winner
LIT
66.96%
FGD
70.20%
Sharpe Ratio
LIT
1.65
Winner
FGD
1.94
5Y Beta
LIT
1.03
Winner
FGD
0.51
5Y Dividends CAGR
Winner
LIT
12.08%
FGD
10.00%
LIT vs FGD - Holdings Comparison
LIT and FGD have 1 common holdings. Overlap is 0.00%
LIT's top 25 holdings weight is 95.80%. FGD's top 25 holdings weight is 34.79%.
| Rank | LIT | FGD |
|---|---|---|
| #1 | RIO TINTO PLC ADR (RIO) - 22.72% | ROBERT HALF INC (RHI) - 2.05% |
| #2 | PANASONIC HOLDINGS CORP (n/a) - 6.87% | HYUNDAI ELEVATOR CO LTD (n/a) - 1.87% |
| #3 | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 6.44% | BANCO BPM SPA (n/a) - 1.71% |
| #4 | TDK CORP (n/a) - 5.85% | CAL-MAINE FOODS INC (CALM) - 1.53% |
| #5 | ALBEMARLE CORP (ALB) - 4.58% | LEGAL & GENERAL GROUP PLC (n/a) - 1.51% |
| #6 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 4.14% | ONEMAIN HOLDINGS INC (OMF) - 1.45% |
| #7 | SAMSUNG SDI CO LTD (n/a) - 3.97% | THE WESTERN UNION CO (WU) - 1.44% |
| #8 | BYD CO LTD CLASS H (n/a) - 3.95% | STANDARD LIFE PLC (n/a) - 1.43% |
| #9 | TESLA INC (TSLA) - 3.91% | TELEFONICA SA (TEFOF) - 1.42% |
| #10 | EVE ENERGY CO LTD CLASS A (n/a) - 3.55% | OMV AG (n/a) - 1.38% |
| #11 | LG ENERGY SOLUTION LTD (n/a) - 3.43% | ENAGAS SA (n/a) - 1.36% |
| #12 | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 3.13% | ABERDEEN GROUP PLC (n/a) - 1.35% |
| #13 | PLS GROUP LTD (n/a) - 2.75% | UNICAJA BANCO SA (n/a) - 1.34% |
| #14 | GANFENG LITHIUM GROUP CO LTD CLASS A (n/a) - 2.61% | NATURGY ENERGY GROUP SA (n/a) - 1.33% |
| #15 | ENERSYS (ENS) - 2.26% | ZIGUP PLC (n/a) - 1.32% |
| #16 | MINERAL RESOURCES LTD (n/a) - 2.26% | HP INC (HPQ) - 1.31% |
| #17 | GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A (n/a) - 2.19% | NORTHWEST BANCSHARES INC (NWBI) - 1.31% |
| #18 | TIANQI LITHIUM CORP CLASS A (n/a) - 2.14% | B&M EUROPEAN VALUE RETAIL PLC (n/a) - 1.29% |
| #19 | WUXI LEAD INTELLIGENT EQUIPMENT CO LTD CLASS A (n/a) - 1.71% | AKER ASA CLASS A (n/a) - 1.22% |
| #20 | YUNNAN ENERGY NEW MATERIAL (GROUP) CO LTD CLASS A (n/a) - 1.41% | TELUS CORP (n/a) - 1.21% |
| #21 | SINOMINE RESOURCE GROUP CO LTD CLASS A (n/a) - 1.37% | H&R BLOCK INC (HRB) - 1.21% |
| #22 | SUNWODA ELECTRONIC CO LTD CLASS A (n/a) - 1.21% | SIGNIFY NV (n/a) - 1.20% |
| #23 | ECOPRO BM CO LTD ORDINARY SHARES (n/a) - 1.18% | T. ROWE PRICE GROUP INC (TROW) - 1.19% |
| #24 | SHANGHAI PUTAILAI NEW ENERGY TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.10% | CARREFOUR (n/a) - 1.18% |
| #25 | IGO LTD (n/a) - 1.07% | LOGISTA INTEGRAL SA (n/a) - 1.18% |
| Total Holdings | 44 | 106 |
LIT vs FGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LIT
+10.90%
FGD
+5.50%
3M
LIT
-8.83%
Winner
FGD
+6.90%
6M
LIT
+5.21%
Winner
FGD
+5.99%
1Y
Winner
LIT
+71.23%
FGD
+30.86%
5Y(CAGR)
LIT
-0.50%
Winner
FGD
+13.32%
10Y(CAGR)
Winner
LIT
+13.64%
FGD
+10.22%
Max(CAGR)
Winner
LIT
+6.86%
FGD
+6.35%
LIT vs FGD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | LIT | FGD |
|---|---|---|
| 2026 | +16.09% | +18.75% |
| 2025 | +62.68% | +44.34% |
| 2024 | -18.14% | +6.10% |
| 2023 | -11.19% | +8.21% |
| 2022 | -31.14% | -7.94% |
| 2021 | +27.65% | +21.01% |
| 2020 | +124.89% | -5.99% |
| 2019 | +2.89% | +20.71% |
| 2018 | -30.27% | -13.23% |
| 2017 | +61.44% | +16.88% |
| 2016 | +25.33% | +13.11% |
| 2015 | -10.50% | -10.18% |
| 2014 | -12.26% | -0.01% |
| 2013 | -11.83% | +16.37% |
| 2012 | -0.45% | +13.69% |
| 2011 | -39.23% | -3.02% |
| 2010 | +43.01% | +10.29% |
| 2009 | N/A | +58.23% |
| 2008 | N/A | -50.12% |
| 2007 | N/A | +2.70% |
LIT vs FGD 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 FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The current LIT drawdown is -17.10%.
| Rank | LIT | FGD |
|---|---|---|
| #1 | -65.93% Nov 8, 2021 - Apr 8, 2025 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -61.91% Jan 3, 2011 - Oct 5, 2020 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -25.78% Feb 16, 2021 - Jul 7, 2021 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -9.57% Sep 15, 2021 - Oct 18, 2021 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -9.57% Jan 7, 2021 - Feb 16, 2021 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -8.43% Aug 5, 2010 - Sep 13, 2010 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -8.20% Aug 12, 2021 - Sep 15, 2021 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -7.32% Jul 12, 2021 - Jul 22, 2021 | -9.82% Feb 20, 2026 - Jul 16, 2026 |
| #9 | -6.96% Nov 8, 2010 - Dec 6, 2010 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -6.02% Jul 22, 2021 - Jul 29, 2021 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -4.01% Nov 24, 2020 - Dec 7, 2020 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -3.65% Dec 8, 2020 - Dec 15, 2020 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -3.64% Nov 9, 2020 - Nov 16, 2020 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -3.01% Oct 12, 2020 - Oct 29, 2020 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -2.58% Dec 28, 2020 - Dec 30, 2020 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between LIT and FGD is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2007 - 2026)
LIT vs FGD dividend yield comparison.
| Year | LIT | FGD |
|---|---|---|
| 2026 | 0.42% | 1.77% |
| 2025 | 0.49% | 5.62% |
| 2024 | 0.93% | 5.87% |
| 2023 | 1.11% | 6.44% |
| 2022 | 0.99% | 5.74% |
| 2021 | 0.22% | 5.35% |
| 2020 | 0.40% | 6.17% |
| 2019 | 1.85% | 5.19% |
| 2018 | 2.52% | 5.88% |
| 2017 | 3.26% | 4.01% |
| 2016 | 2.15% | 4.36% |
| 2015 | 0.24% | 5.07% |
| 2014 | 1.07% | 5.18% |
| 2013 | 0.32% | 4.51% |
| 2012 | 2.42% | 4.93% |
| 2011 | 0.13% | 5.15% |
| 2010 | 1.16% | 4.23% |
| 2009 | 0.00% | 3.13% |
| 2008 | 0.00% | 9.79% |
| 2007 | 0.00% | 0.52% |
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