LIT vs IYE
Comparison between Global X Lithium & Battery Tech ETF (LIT, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).
5-Year PerformanceIYE has outperformed LIT, delivering a return of +19.1% compared to +8.5%
LIT vs IYE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LIT
$1.70B
IYE
$1.70B
Expense Ratio
LIT
0.75%
Winner
IYE
0.38%
Max Drawdown
Winner
LIT
66.96%
IYE
78.21%
Sharpe Ratio
Winner
LIT
2.86
IYE
1.70
5Y Beta
LIT
0.97
Winner
IYE
0.59
P/E Ratio
LIT
N/A
IYE
20.91
Forward P/E
LIT
N/A
IYE
14.94
PEG Ratio
LIT
N/A
IYE
0.82
5Y Dividends CAGR
LIT
-3.48%
Winner
IYE
11.55%
5Y EPS CAGR
LIT
N/A
IYE
22.38%
Debt to Equity
LIT
N/A
IYE
40.52%
P/S Ratio
LIT
N/A
IYE
1.73
P/B Ratio
LIT
N/A
IYE
2.57
LIT vs IYE - Holdings Comparison
LIT and IYE have 1 common holdings. Overlap is -0.01%
LIT's top 25 holdings weight is 94.21%. IYE's top 25 holdings weight is 94.36%.
| Rank | LIT | IYE |
|---|---|---|
| #1 | RIO TINTO PLC ADR (RIO) - 20.49% | EXXON MOBIL CORP (XOM) - 22.44% |
| #2 | ALBEMARLE CORP (ALB) - 7.20% | CHEVRON CORP (CVX) - 15.70% |
| #3 | SAMSUNG SDI CO LTD (n/a) - 5.66% | CONOCOPHILLIPS (COP) - 6.63% |
| #4 | PANASONIC HOLDINGS CORP (n/a) - 4.38% | WILLIAMS COMPANIES INC (WMB) - 4.36% |
| #5 | PLS GROUP LTD (n/a) - 4.23% | SLB LTD (SLB) - 3.76% |
| #6 | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 3.98% | EOG RESOURCES INC (EOG) - 3.60% |
| #7 | GANFENG LITHIUM GROUP CO LTD CLASS A (n/a) - 3.96% | VALERO ENERGY CORP (VLO) - 3.50% |
| #8 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 3.53% | MARATHON PETROLEUM CORP (MPC) - 3.22% |
| #9 | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 3.44% | PHILLIPS 66 (PSX) - 3.08% |
| #10 | TIANQI LITHIUM CORP CLASS A (n/a) - 2.99% | KINDER MORGAN INC CLASS P (KMI) - 3.04% |
| #11 | TDK CORP (n/a) - 2.98% | BAKER HUGHES CO CLASS A (BKR) - 2.95% |
| #12 | BYD CO LTD CLASS H (n/a) - 2.95% | CHENIERE ENERGY INC (LNG) - 2.64% |
| #13 | LG ENERGY SOLUTION LTD (n/a) - 2.66% | ONEOK INC (OKE) - 2.52% |
| #14 | EVE ENERGY CO LTD CLASS A (n/a) - 2.64% | TARGA RESOURCES CORP (TRGP) - 2.41% |
| #15 | GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A (n/a) - 2.53% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.90% |
| #16 | WUXI LEAD INTELLIGENT EQUIPMENT CO LTD CLASS A (n/a) - 2.51% | DIAMONDBACK ENERGY INC (FANG) - 1.73% |
| #17 | TESLA INC (TSLA) - 2.49% | EQT CORP (EQT) - 1.65% |
| #18 | ENERSYS (ENS) - 2.45% | HALLIBURTON CO (HAL) - 1.47% |
| #19 | MINERAL RESOURCES LTD (n/a) - 2.39% | TECHNIPFMC PLC (FTI) - 1.38% |
| #20 | ECOPRO BM CO LTD ORDINARY SHARES (n/a) - 2.18% | DEVON ENERGY CORP (DVN) - 1.35% |
| #21 | SINOMINE RESOURCE GROUP CO LTD CLASS A (n/a) - 2.12% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.17% |
| #22 | SUNWODA ELECTRONIC CO LTD CLASS A (n/a) - 1.78% | TEXAS PACIFIC LAND CORP (TPL) - 1.10% |
| #23 | YUNNAN ENERGY NEW MATERIAL (GROUP) CO LTD CLASS A (n/a) - 1.72% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.05% |
| #24 | SHANGHAI PUTAILAI NEW ENERGY TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.58% | FIRST SOLAR INC (FSLR) - 0.96% |
| #25 | IGO LTD (n/a) - 1.37% | OVINTIV INC (OVV) - 0.75% |
| Total Holdings | 43 | 41 |
LIT vs IYE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LIT
+17.55%
IYE
-4.01%
3M
Winner
LIT
+24.73%
IYE
+4.75%
6M
Winner
LIT
+48.49%
IYE
+25.73%
1Y
Winner
LIT
+142.42%
IYE
+39.95%
5Y(CAGR)
LIT
+8.53%
Winner
IYE
+19.13%
10Y(CAGR)
Winner
LIT
+16.53%
IYE
+8.79%
Max(CAGR)
Winner
LIT
+8.07%
IYE
+7.27%
LIT vs IYE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | LIT | IYE |
|---|---|---|
| 2026 | +36.06% | +22.32% |
| 2025 | +62.68% | +6.06% |
| 2024 | -18.14% | +5.01% |
| 2023 | -11.19% | +1.78% |
| 2022 | -31.14% | +55.61% |
| 2021 | +27.65% | +53.06% |
| 2020 | +124.89% | -34.05% |
| 2019 | +2.89% | +7.69% |
| 2018 | -30.27% | -20.69% |
| 2017 | +61.44% | -3.06% |
| 2016 | +25.33% | +25.79% |
| 2015 | -10.50% | -22.56% |
| 2014 | -12.26% | -8.39% |
| 2013 | -11.83% | +22.67% |
| 2012 | -0.45% | +1.63% |
| 2011 | -39.23% | +2.91% |
| 2010 | +43.01% | +15.56% |
| 2009 | N/A | +13.70% |
| 2008 | N/A | -37.78% |
| 2007 | N/A | +41.04% |
| 2006 | N/A | +15.31% |
| 2005 | N/A | +39.26% |
| 2004 | N/A | +32.27% |
| 2003 | N/A | +24.20% |
| 2002 | N/A | -15.27% |
| 2001 | N/A | -11.91% |
| 2000 | N/A | +6.75% |
LIT vs IYE 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 IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The current LIT drawdown is -2.83%. The current IYE drawdown is -10.74%.
| Rank | LIT | IYE |
|---|---|---|
| #1 | -65.93% Nov 8, 2021 - Apr 8, 2025 | -73.74% Jun 23, 2014 - May 6, 2022 |
| #2 | -61.91% Jan 3, 2011 - Oct 5, 2020 | -55.81% May 20, 2008 - Sep 18, 2013 |
| #3 | -25.78% Feb 16, 2021 - Jul 7, 2021 | -39.58% May 18, 2001 - Jun 23, 2004 |
| #4 | -9.57% Sep 15, 2021 - Oct 18, 2021 | -25.60% Jun 7, 2022 - Oct 28, 2022 |
| #5 | -9.57% Jan 7, 2021 - Feb 16, 2021 | -20.37% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -8.43% Aug 5, 2010 - Sep 13, 2010 | -18.82% Nov 15, 2022 - Mar 21, 2024 |
| #7 | -8.20% Aug 12, 2021 - Sep 15, 2021 | -16.18% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -7.32% Jul 12, 2021 - Jul 22, 2021 | -15.79% Sep 29, 2005 - Jan 17, 2006 |
| #9 | -6.96% Nov 8, 2010 - Dec 6, 2010 | -15.40% May 10, 2006 - Nov 9, 2006 |
| #10 | -6.02% Jul 22, 2021 - Jul 29, 2021 | -14.87% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -4.01% Nov 24, 2020 - Dec 7, 2020 | -14.10% Mar 9, 2001 - Apr 26, 2001 |
| #12 | -3.65% Dec 8, 2020 - Dec 15, 2020 | -12.60% Apr 5, 2024 - Nov 20, 2024 |
| #13 | -3.64% Nov 9, 2020 - Nov 16, 2020 | -12.57% Jul 19, 2007 - Sep 18, 2007 |
| #14 | -3.01% Oct 12, 2020 - Oct 29, 2020 | -12.38% Oct 12, 2000 - Mar 7, 2001 |
| #15 | -2.58% Dec 28, 2020 - Dec 30, 2020 | -12.31% Dec 14, 2006 - Apr 4, 2007 |
Correlation
Correlation between LIT and IYE is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.45
-101
Dividend Comparison (2000 - 2026)
LIT vs IYE dividend yield comparison.
| Year | LIT | IYE |
|---|---|---|
| 2026 | 0.00% | 0.52% |
| 2025 | 0.49% | 2.85% |
| 2024 | 0.93% | 2.75% |
| 2023 | 1.11% | 2.99% |
| 2022 | 0.99% | 3.37% |
| 2021 | 0.22% | 2.98% |
| 2020 | 0.40% | 4.75% |
| 2019 | 1.85% | 6.60% |
| 2018 | 2.52% | 3.16% |
| 2017 | 3.26% | 2.66% |
| 2016 | 2.15% | 2.11% |
| 2015 | 0.24% | 3.39% |
| 2014 | 1.07% | 2.05% |
| 2013 | 0.32% | 1.54% |
| 2012 | 2.42% | 1.67% |
| 2011 | 0.13% | 1.40% |
| 2010 | 1.16% | 1.28% |
| 2009 | 0.00% | 1.47% |
| 2008 | 0.00% | 1.54% |
| 2007 | 0.00% | 0.82% |
| 2006 | 0.00% | 1.05% |
| 2005 | 0.00% | 0.93% |
| 2004 | 0.00% | 1.18% |
| 2003 | 0.00% | 1.48% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.30% |
| 2000 | 0.00% | 0.48% |
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