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LIT vs HTRB

Comparison between Global X Lithium & Battery Tech ETF (LIT, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

5-Year PerformanceLIT has outperformed HTRB, delivering a return of +3.0% compared to +0.4%

LIT vs HTRB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LIT
$2.20B
HTRB
$2.20B
Expense Ratio
LIT
0.75%
Winner
HTRB
0.29%
Max Drawdown
LIT
66.96%
Winner
HTRB
26.85%
Sharpe Ratio
Winner
LIT
2.34
HTRB
0.35
5Y Beta
LIT
1.02
Winner
HTRB
0.04
5Y Dividends CAGR
LIT
-3.48%
Winner
HTRB
-3.29%

LIT vs HTRB - Historical Returns

Returns include dividend reinvestment.

1M
LIT
-8.03%
Winner
HTRB
+0.79%
3M
Winner
LIT
+12.22%
HTRB
+1.02%
6M
Winner
LIT
+17.98%
HTRB
+0.69%
1Y
Winner
LIT
+114.29%
HTRB
+4.83%
5Y(CAGR)
Winner
LIT
+3.00%
HTRB
+0.36%
10Y(CAGR)
Winner
LIT
+13.43%
HTRB
+2.21%
Max(CAGR)
Winner
LIT
+6.89%
HTRB
+2.21%

LIT vs HTRB - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearLITHTRB
2026+18.35%+0.61%
2025+62.68%+7.27%
2024-18.14%+2.79%
2023-11.19%+6.64%
2022-31.14%-14.11%
2021+27.65%-1.01%
2020+124.89%+8.64%
2019+2.89%+10.21%
2018-30.27%-0.88%
2017+61.44%+1.02%
2016+25.33%N/A
2015-10.50%N/A
2014-12.72%N/A
2013-11.97%N/A
2012-1.64%N/A
2011-39.27%N/A
2010+42.17%N/A

LIT vs HTRB 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 HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

The current LIT drawdown is -15.49%. The current HTRB drawdown is -1.29%.

RankLITHTRB
#1-65.93%
Nov 8, 2021 - Apr 8, 2025
-19.48%
Sep 14, 2021 - Oct 28, 2025
#2-62.65%
Jan 3, 2011 - Oct 8, 2020
-10.48%
Mar 6, 2020 - Jun 8, 2020
#3-25.78%
Feb 16, 2021 - Jul 7, 2021
-3.76%
Jan 4, 2021 - Aug 2, 2021
#4-9.57%
Sep 15, 2021 - Oct 18, 2021
-2.82%
Feb 27, 2026 - May 19, 2026
#5-9.57%
Jan 7, 2021 - Feb 16, 2021
-2.58%
Dec 29, 2017 - Jan 30, 2019
#6-8.43%
Aug 5, 2010 - Sep 13, 2010
-1.80%
Aug 27, 2019 - Oct 4, 2019
#7-8.20%
Aug 12, 2021 - Sep 15, 2021
-1.58%
Jul 3, 2019 - Aug 1, 2019
#8-7.32%
Jul 12, 2021 - Jul 22, 2021
-1.13%
Oct 28, 2025 - Feb 5, 2026
#9-6.96%
Nov 8, 2010 - Dec 6, 2010
-1.13%
Oct 4, 2019 - Nov 27, 2019
#10-6.02%
Jul 22, 2021 - Jul 29, 2021
-1.10%
Aug 10, 2020 - Nov 17, 2020
#11-4.01%
Nov 24, 2020 - Dec 7, 2020
-0.99%
Aug 4, 2021 - Sep 14, 2021
#12-3.65%
Dec 8, 2020 - Dec 15, 2020
-0.80%
Mar 27, 2019 - Apr 25, 2019
#13-3.64%
Nov 9, 2020 - Nov 16, 2020
-0.65%
Feb 28, 2020 - Mar 3, 2020
#14-3.01%
Oct 12, 2020 - Oct 29, 2020
-0.61%
Jun 8, 2020 - Jul 6, 2020
#15-2.58%
Dec 28, 2020 - Dec 30, 2020
-0.61%
Nov 3, 2017 - Dec 27, 2017

Correlation

Correlation between LIT and HTRB is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44
-101

Dividend Comparison (2010 - 2026)

LIT vs HTRB dividend yield comparison.

YearLITHTRB
20260.00%1.71%
20250.49%4.66%
20240.93%4.45%
20231.11%3.87%
20220.99%3.08%
20210.22%4.22%
20200.40%4.79%
20191.85%6.30%
20182.52%2.37%
20173.26%0.96%
20162.15%0.00%
20150.24%0.00%
20140.54%0.00%
20130.16%0.00%
20121.21%0.00%
20110.06%0.00%
20100.58%0.00%

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