LIT vs IHDG
Comparison between Global X Lithium & Battery Tech ETF (LIT, ETF) and WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF).
5-Year PerformanceIHDG has outperformed LIT, delivering a return of +7.5% compared to +3.3%
LIT vs IHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LIT
$2.10B
Winner
IHDG
$2.20B
Expense Ratio
LIT
0.75%
Winner
IHDG
0.58%
Max Drawdown
LIT
66.96%
Winner
IHDG
29.24%
Sharpe Ratio
Winner
LIT
2.32
IHDG
0.79
5Y Beta
LIT
1.00
Winner
IHDG
0.78
5Y Dividends CAGR
LIT
-3.48%
Winner
IHDG
-0.07%
LIT vs IHDG - Holdings Comparison
LIT and IHDG have 1 common holdings. Overlap is 0.00%
LIT's top 25 holdings weight is 94.55%. IHDG's top 25 holdings weight is 49.32%.
| Rank | LIT | IHDG |
|---|---|---|
| #1 | RIO TINTO PLC ADR (RIO) - 20.59% | TOYOTA MOTOR CORP (n/a) - 4.77% |
| #2 | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 5.49% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.36% |
| #3 | ALBEMARLE CORP (ALB) - 5.48% | BP PLC (n/a) - 3.31% |
| #4 | TDK CORP (n/a) - 5.47% | n/a (n/a) - 3.27% |
| #5 | SAMSUNG SDI CO LTD (n/a) - 5.04% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.05% |
| #6 | PANASONIC HOLDINGS CORP (n/a) - 4.62% | ASTRAZENECA PLC (AZN:XLON) - 2.68% |
| #7 | TESLA INC (TSLA) - 4.28% | DEUTSCHE TELEKOM AG (n/a) - 2.61% |
| #8 | PLS GROUP LTD (n/a) - 3.59% | ING GROEP NV (n/a) - 2.58% |
| #9 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 3.43% | ASML HOLDING NV (n/a) - 2.47% |
| #10 | EVE ENERGY CO LTD CLASS A (n/a) - 3.35% | NOVO NORDISK AS CLASS B (n/a) - 2.42% |
| #11 | LG ENERGY SOLUTION LTD (n/a) - 3.35% | L'OREAL SA (n/a) - 2.19% |
| #12 | BYD CO LTD CLASS H (n/a) - 3.18% | GSK PLC (n/a) - 2.00% |
| #13 | GANFENG LITHIUM GROUP CO LTD CLASS A (n/a) - 3.13% | VOLVO AB CLASS B (n/a) - 1.92% |
| #14 | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 3.05% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.81% |
| #15 | GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A (n/a) - 2.57% | DEUTSCHE POST AG (n/a) - 1.69% |
| #16 | TIANQI LITHIUM CORP CLASS A (n/a) - 2.52% | LLOYDS BANKING GROUP PLC (n/a) - 1.69% |
| #17 | ENERSYS (ENS) - 2.37% | TOKYO ELECTRON LTD (n/a) - 1.59% |
| #18 | MINERAL RESOURCES LTD (n/a) - 2.32% | ABB LTD (n/a) - 1.52% |
| #19 | ECOPRO BM CO LTD ORDINARY SHARES (n/a) - 2.07% | SCHNEIDER ELECTRIC SE (n/a) - 1.43% |
| #20 | WUXI LEAD INTELLIGENT EQUIPMENT CO LTD CLASS A (n/a) - 2.01% | SAP SE (n/a) - 1.15% |
| #21 | SINOMINE RESOURCE GROUP CO LTD CLASS A (n/a) - 1.56% | BAWAG GROUP AG ORDINARY SHARES (n/a) - 0.38% |
| #22 | YUNNAN ENERGY NEW MATERIAL (GROUP) CO LTD CLASS A (n/a) - 1.48% | KEYENCE CORP (n/a) - 0.37% |
| #23 | SUNWODA ELECTRONIC CO LTD CLASS A (n/a) - 1.23% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.36% |
| #24 | IGO LTD (n/a) - 1.22% | FERROVIAL NV (n/a) - 0.35% |
| #25 | SHANGHAI PUTAILAI NEW ENERGY TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.15% | LEGRAND SA (n/a) - 0.35% |
| Total Holdings | 43 | 230 |
LIT vs IHDG - Historical Returns
Returns include dividend reinvestment.
1M
LIT
-11.48%
Winner
IHDG
+2.36%
3M
Winner
LIT
+13.25%
IHDG
+3.07%
6M
Winner
LIT
+24.92%
IHDG
+6.21%
1Y
Winner
LIT
+112.03%
IHDG
+14.52%
5Y(CAGR)
LIT
+3.30%
Winner
IHDG
+7.51%
10Y(CAGR)
Winner
LIT
+13.68%
IHDG
+9.93%
Max(CAGR)
LIT
+7.07%
Winner
IHDG
+9.27%
LIT vs IHDG - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | LIT | IHDG |
|---|---|---|
| 2026 | +18.15% | +3.30% |
| 2025 | +62.68% | +13.42% |
| 2024 | -18.14% | +6.52% |
| 2023 | -11.19% | +17.52% |
| 2022 | -31.14% | -12.20% |
| 2021 | +27.65% | +18.41% |
| 2020 | +124.89% | +9.48% |
| 2019 | +2.89% | +33.13% |
| 2018 | -30.27% | -11.93% |
| 2017 | +61.44% | +21.15% |
| 2016 | +25.33% | +3.19% |
| 2015 | -10.50% | +11.69% |
| 2014 | -12.26% | +0.91% |
| 2013 | -11.83% | N/A |
| 2012 | -0.45% | N/A |
| 2011 | -39.23% | N/A |
| 2010 | +43.01% | N/A |
LIT vs IHDG 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 IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The current LIT drawdown is -15.63%. The current IHDG drawdown is -2.09%.
| Rank | LIT | IHDG |
|---|---|---|
| #1 | -65.93% Nov 8, 2021 - Apr 8, 2025 | -29.24% Feb 12, 2020 - Oct 8, 2020 |
| #2 | -61.91% Jan 3, 2011 - Oct 5, 2020 | -19.56% Jan 3, 2022 - Apr 27, 2023 |
| #3 | -25.78% Feb 16, 2021 - Jul 7, 2021 | -18.88% Feb 18, 2025 - Oct 2, 2025 |
| #4 | -9.57% Sep 15, 2021 - Oct 18, 2021 | -18.50% Aug 27, 2018 - Apr 18, 2019 |
| #5 | -9.57% Jan 7, 2021 - Feb 16, 2021 | -14.86% Apr 27, 2015 - Feb 9, 2017 |
| #6 | -8.43% Aug 5, 2010 - Sep 13, 2010 | -10.49% Feb 25, 2026 - Mar 20, 2026 |
| #7 | -8.20% Aug 12, 2021 - Sep 15, 2021 | -9.98% Jun 9, 2014 - Nov 21, 2014 |
| #8 | -7.32% Jul 12, 2021 - Jul 22, 2021 | -9.32% Jul 12, 2024 - Feb 6, 2025 |
| #9 | -6.96% Nov 8, 2010 - Dec 6, 2010 | -9.07% Jan 23, 2018 - Jun 14, 2018 |
| #10 | -6.02% Jul 22, 2021 - Jul 29, 2021 | -7.90% Jul 31, 2023 - Nov 24, 2023 |
| #11 | -4.01% Nov 24, 2020 - Dec 7, 2020 | -7.33% Sep 7, 2021 - Dec 27, 2021 |
| #12 | -3.65% Dec 8, 2020 - Dec 15, 2020 | -7.12% Oct 12, 2020 - Nov 9, 2020 |
| #13 | -3.64% Nov 9, 2020 - Nov 16, 2020 | -6.54% Dec 5, 2014 - Jan 22, 2015 |
| #14 | -3.01% Oct 12, 2020 - Oct 29, 2020 | -5.68% Jul 29, 2019 - Sep 6, 2019 |
| #15 | -2.58% Dec 28, 2020 - Dec 30, 2020 | -5.27% Apr 29, 2019 - Jul 1, 2019 |
Correlation
Correlation between LIT and IHDG is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2010 - 2026)
LIT vs IHDG dividend yield comparison.
| Year | LIT | IHDG |
|---|---|---|
| 2026 | 0.00% | 0.08% |
| 2025 | 0.49% | 1.84% |
| 2024 | 0.93% | 2.42% |
| 2023 | 1.11% | 1.70% |
| 2022 | 0.99% | 13.79% |
| 2021 | 0.22% | 2.77% |
| 2020 | 0.40% | 1.94% |
| 2019 | 1.85% | 1.99% |
| 2018 | 2.52% | 0.22% |
| 2017 | 3.26% | 1.28% |
| 2016 | 2.15% | 1.91% |
| 2015 | 0.24% | 3.04% |
| 2014 | 1.07% | 3.86% |
| 2013 | 0.32% | 0.00% |
| 2012 | 2.42% | 0.00% |
| 2011 | 0.13% | 0.00% |
| 2010 | 1.16% | 0.00% |
Select Stocks to Compare
Popular: LIT vs SPYIHDG vs SPY
More Comparisons
Compare with similar stocks