LIT vs FREL
Comparison between Global X Lithium & Battery Tech ETF (LIT, ETF) and FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF).
5-Year PerformanceFREL has outperformed LIT, delivering a return of +2.3% compared to -0.5%
LIT vs FREL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LIT
$1.50B
FREL
$1.50B
Expense Ratio
LIT
0.75%
Winner
FREL
0.08%
Max Drawdown
LIT
66.96%
Winner
FREL
43.46%
Sharpe Ratio
Winner
LIT
1.65
FREL
0.65
5Y Beta
LIT
1.03
Winner
FREL
0.48
P/E Ratio
LIT
N/A
FREL
35.51
Forward P/E
LIT
N/A
FREL
33.76
5Y Dividends CAGR
Winner
LIT
12.08%
FREL
2.88%
5Y EPS CAGR
LIT
N/A
FREL
10.35%
Debt to Equity
LIT
N/A
FREL
53.39%
P/S Ratio
LIT
N/A
FREL
5.40
P/B Ratio
LIT
N/A
FREL
2.65
LIT vs FREL - Holdings Comparison
LIT and FREL have 1 common holdings. Overlap is 0.00%
LIT's top 25 holdings weight is 95.80%. FREL's top 25 holdings weight is 68.02%.
| Rank | LIT | FREL |
|---|---|---|
| #1 | RIO TINTO PLC ADR (RIO) - 22.72% | WELLTOWER INC (WELL) - 9.43% |
| #2 | PANASONIC HOLDINGS CORP (n/a) - 6.87% | PROLOGIS INC (PLD) - 8.13% |
| #3 | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 6.44% | EQUINIX INC (EQIX) - 5.22% |
| #4 | TDK CORP (n/a) - 5.85% | SIMON PROPERTY GROUP INC (SPG) - 4.58% |
| #5 | ALBEMARLE CORP (ALB) - 4.58% | AMERICAN TOWER CORP (AMT) - 3.82% |
| #6 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 4.14% | DIGITAL REALTY TRUST INC (DLR) - 3.71% |
| #7 | SAMSUNG SDI CO LTD (n/a) - 3.97% | REALTY INCOME CORP (O) - 3.65% |
| #8 | BYD CO LTD CLASS H (n/a) - 3.95% | PUBLIC STORAGE (PSA) - 3.03% |
| #9 | TESLA INC (TSLA) - 3.91% | VENTAS INC (VTR) - 2.79% |
| #10 | EVE ENERGY CO LTD CLASS A (n/a) - 3.55% | CBRE GROUP INC CLASS A (CBRE) - 2.56% |
| #11 | LG ENERGY SOLUTION LTD (n/a) - 3.43% | IRON MOUNTAIN INC (IRM) - 2.32% |
| #12 | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 3.13% | CROWN CASTLE INC (CCI) - 2.06% |
| #13 | PLS GROUP LTD (n/a) - 2.75% | EXTRA SPACE STORAGE INC (EXR) - 1.94% |
| #14 | GANFENG LITHIUM GROUP CO LTD CLASS A (n/a) - 2.61% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.79% |
| #15 | ENERSYS (ENS) - 2.26% | AVALONBAY COMMUNITIES INC (AVB) - 1.71% |
| #16 | MINERAL RESOURCES LTD (n/a) - 2.26% | EQUITY RESIDENTIAL (EQR) - 1.48% |
| #17 | GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A (n/a) - 2.19% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.20% |
| #18 | TIANQI LITHIUM CORP CLASS A (n/a) - 2.14% | ESSEX PROPERTY TRUST INC (ESS) - 1.19% |
| #19 | WUXI LEAD INTELLIGENT EQUIPMENT CO LTD CLASS A (n/a) - 1.71% | INVITATION HOMES INC (INVH) - 1.11% |
| #20 | YUNNAN ENERGY NEW MATERIAL (GROUP) CO LTD CLASS A (n/a) - 1.41% | KIMCO REALTY CORP (KIM) - 1.11% |
| #21 | SINOMINE RESOURCE GROUP CO LTD CLASS A (n/a) - 1.37% | WEYERHAEUSER CO (WY) - 1.09% |
| #22 | SUNWODA ELECTRONIC CO LTD CLASS A (n/a) - 1.21% | HOST HOTELS & RESORTS INC (HST) - 1.08% |
| #23 | ECOPRO BM CO LTD ORDINARY SHARES (n/a) - 1.18% | W.P. CAREY INC (WPC) - 1.04% |
| #24 | SHANGHAI PUTAILAI NEW ENERGY TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.10% | HEALTHPEAK PROPERTIES INC (DOC) - 1.01% |
| #25 | IGO LTD (n/a) - 1.07% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.97% |
| Total Holdings | 44 | 126 |
LIT vs FREL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LIT
+10.90%
FREL
-1.12%
3M
LIT
-8.83%
Winner
FREL
+2.81%
6M
LIT
+5.21%
Winner
FREL
+5.75%
1Y
Winner
LIT
+71.23%
FREL
+12.78%
5Y(CAGR)
LIT
-0.50%
Winner
FREL
+2.26%
10Y(CAGR)
Winner
LIT
+13.64%
FREL
+5.65%
Max(CAGR)
Winner
LIT
+6.86%
FREL
+5.53%
LIT vs FREL - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | LIT | FREL |
|---|---|---|
| 2026 | +16.09% | +13.30% |
| 2025 | +62.68% | +4.07% |
| 2024 | -18.14% | +4.10% |
| 2023 | -11.19% | +11.62% |
| 2022 | -31.14% | -25.63% |
| 2021 | +27.65% | +45.48% |
| 2020 | +124.89% | -3.56% |
| 2019 | +2.89% | +31.79% |
| 2018 | -30.27% | -4.08% |
| 2017 | +61.44% | +8.56% |
| 2016 | +25.33% | +9.36% |
| 2015 | -10.50% | -4.72% |
| 2014 | -12.26% | N/A |
| 2013 | -11.83% | N/A |
| 2012 | -0.45% | N/A |
| 2011 | -39.23% | N/A |
| 2010 | +43.01% | N/A |
LIT vs FREL 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 FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.
The current LIT drawdown is -17.10%. The current FREL drawdown is -2.49%.
| Rank | LIT | FREL |
|---|---|---|
| #1 | -65.93% Nov 8, 2021 - Apr 8, 2025 | -42.57% Feb 14, 2020 - Apr 15, 2021 |
| #2 | -61.91% Jan 3, 2011 - Oct 5, 2020 | -34.37% Dec 31, 2021 - Jun 12, 2026 |
| #3 | -25.78% Feb 16, 2021 - Jul 7, 2021 | -15.67% Feb 5, 2015 - Apr 1, 2016 |
| #4 | -9.57% Sep 15, 2021 - Oct 18, 2021 | -14.14% Aug 1, 2016 - Sep 18, 2017 |
| #5 | -9.57% Jan 7, 2021 - Feb 16, 2021 | -12.75% Dec 6, 2018 - Jan 30, 2019 |
| #6 | -8.43% Aug 5, 2010 - Sep 13, 2010 | -12.43% Dec 18, 2017 - Jun 29, 2018 |
| #7 | -8.20% Aug 12, 2021 - Sep 15, 2021 | -8.54% Aug 29, 2018 - Dec 6, 2018 |
| #8 | -7.32% Jul 12, 2021 - Jul 22, 2021 | -7.53% Sep 3, 2021 - Oct 28, 2021 |
| #9 | -6.96% Nov 8, 2010 - Dec 6, 2010 | -5.49% Nov 24, 2021 - Dec 7, 2021 |
| #10 | -6.02% Jul 22, 2021 - Jul 29, 2021 | -5.47% Oct 21, 2019 - Jan 16, 2020 |
| #11 | -4.01% Nov 24, 2020 - Dec 7, 2020 | -5.38% May 10, 2016 - Jun 23, 2016 |
| #12 | -3.65% Dec 8, 2020 - Dec 15, 2020 | -5.11% Jun 20, 2019 - Jul 10, 2019 |
| #13 | -3.64% Nov 9, 2020 - Nov 16, 2020 | -4.48% Apr 30, 2021 - May 26, 2021 |
| #14 | -3.01% Oct 12, 2020 - Oct 29, 2020 | -4.48% Jul 28, 2026 - Aug 11, 2026 |
| #15 | -2.58% Dec 28, 2020 - Dec 30, 2020 | -4.10% Apr 12, 2019 - Jun 5, 2019 |
Correlation
Correlation between LIT and FREL is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2010 - 2026)
LIT vs FREL dividend yield comparison.
| Year | LIT | FREL |
|---|---|---|
| 2026 | 0.42% | 1.75% |
| 2025 | 0.49% | 3.59% |
| 2024 | 0.93% | 3.48% |
| 2023 | 1.11% | 3.73% |
| 2022 | 0.99% | 3.57% |
| 2021 | 0.22% | 2.34% |
| 2020 | 0.40% | 3.77% |
| 2019 | 1.85% | 3.32% |
| 2018 | 2.52% | 5.54% |
| 2017 | 3.26% | 3.27% |
| 2016 | 2.15% | 4.01% |
| 2015 | 0.24% | 3.80% |
| 2014 | 1.07% | 0.00% |
| 2013 | 0.32% | 0.00% |
| 2012 | 2.42% | 0.00% |
| 2011 | 0.13% | 0.00% |
| 2010 | 1.16% | 0.00% |
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