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LIT vs GOF

Comparison between Global X Lithium & Battery Tech ETF (LIT, ETF) and Guggenheim Strategic Opportunities Fund (GOF, ETF).

5-Year PerformanceLIT has outperformed GOF, delivering a return of +3.3% compared to +0.9%

LIT vs GOF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LIT
$2.10B
Winner
GOF
$2.20B
Expense Ratio
LIT
0.75%
GOF
N/A
Max Drawdown
LIT
66.96%
Winner
GOF
62.51%
Sharpe Ratio
Winner
LIT
2.32
GOF
-0.82
5Y Beta
LIT
1.00
Winner
GOF
0.46
5Y Dividends CAGR
LIT
-3.48%
Winner
GOF
1.61%

LIT vs GOF - Historical Returns

Returns include dividend reinvestment.

1M
LIT
-11.48%
Winner
GOF
-2.10%
3M
Winner
LIT
+13.25%
GOF
-1.81%
6M
Winner
LIT
+24.92%
GOF
-0.05%
1Y
Winner
LIT
+112.03%
GOF
-12.23%
5Y(CAGR)
Winner
LIT
+3.30%
GOF
+0.90%
10Y(CAGR)
Winner
LIT
+13.68%
GOF
+7.95%
Max(CAGR)
LIT
+7.07%
Winner
GOF
+8.96%

LIT vs GOF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearLITGOF
2026+18.15%-6.85%
2025+62.68%-2.26%
2024-18.14%+35.95%
2023-11.19%-6.08%
2022-31.14%-7.87%
2021+27.65%+5.48%
2020+124.89%+19.41%
2019+2.89%+7.01%
2018-30.27%-5.73%
2017+61.44%+21.67%
2016+25.33%+27.00%
2015-10.50%-10.87%
2014-12.26%+7.82%
2013-11.83%+7.69%
2012-0.45%+13.80%
2011-39.23%+12.74%
2010+43.01%+29.54%
2009N/A+79.15%
2008N/A-34.32%
2007N/A-8.49%

LIT vs GOF 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 GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.

The current LIT drawdown is -15.63%. The current GOF drawdown is -17.74%.

RankLITGOF
#1-65.93%
Nov 8, 2021 - Apr 8, 2025
-54.69%
Jul 31, 2007 - Sep 9, 2009
#2-61.91%
Jan 3, 2011 - Oct 5, 2020
-38.45%
Aug 8, 2019 - Aug 12, 2020
#3-25.78%
Feb 16, 2021 - Jul 7, 2021
-32.32%
Aug 6, 2021 - Jun 28, 2024
#4-9.57%
Sep 15, 2021 - Oct 18, 2021
-23.55%
May 14, 2015 - Jul 29, 2016
#5-9.57%
Jan 7, 2021 - Feb 16, 2021
-23.24%
Oct 1, 2025 - Mar 27, 2026
#6-8.43%
Aug 5, 2010 - Sep 13, 2010
-21.18%
May 31, 2011 - Jan 25, 2012
#7-8.20%
Aug 12, 2021 - Sep 15, 2021
-19.35%
Sep 13, 2018 - Jun 13, 2019
#8-7.32%
Jul 12, 2021 - Jul 22, 2021
-14.82%
Apr 26, 2010 - Aug 4, 2010
#9-6.96%
Nov 8, 2010 - Dec 6, 2010
-13.58%
Mar 24, 2025 - Aug 27, 2025
#10-6.02%
Jul 22, 2021 - Jul 29, 2021
-12.07%
Apr 16, 2021 - Jun 10, 2021
#11-4.01%
Nov 24, 2020 - Dec 7, 2020
-11.87%
Oct 5, 2012 - Jan 10, 2013
#12-3.65%
Dec 8, 2020 - Dec 15, 2020
-11.79%
May 10, 2013 - May 22, 2014
#13-3.64%
Nov 9, 2020 - Nov 16, 2020
-11.54%
Nov 8, 2010 - Feb 7, 2011
#14-3.01%
Oct 12, 2020 - Oct 29, 2020
-10.00%
Jan 11, 2018 - May 14, 2018
#15-2.58%
Dec 28, 2020 - Dec 30, 2020
-8.55%
Nov 1, 2016 - Dec 6, 2016

Correlation

Correlation between LIT and GOF is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2007 - 2026)

LIT vs GOF dividend yield comparison.

YearLITGOF
20260.00%8.27%
20250.49%16.97%
20240.93%14.32%
20231.11%17.07%
20220.99%14.36%
20210.22%11.93%
20200.40%11.26%
20191.85%12.08%
20182.52%11.96%
20173.26%10.13%
20162.15%11.13%
20150.24%12.98%
20141.07%10.46%
20130.32%9.98%
20122.42%8.67%
20110.13%8.98%
20101.16%9.42%
20090.00%11.00%
20080.00%17.84%
20070.00%3.21%

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