LIT vs SPY
Comparison between Global X Lithium & Battery Tech ETF (LIT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LIT, delivering a return of +13.3% compared to +8.5%
LIT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LIT
$1.70B
Winner
SPY
$652B
Expense Ratio
LIT
0.75%
Winner
SPY
0.09%
Max Drawdown
LIT
66.96%
Winner
SPY
56.47%
Sharpe Ratio
Winner
LIT
2.86
SPY
2.07
5Y Beta
Winner
LIT
0.97
SPY
1.00
P/E Ratio
LIT
N/A
SPY
28.24
Forward P/E
LIT
N/A
SPY
21.85
5Y Dividends CAGR
LIT
-3.48%
Winner
SPY
5.43%
5Y EPS CAGR
LIT
N/A
SPY
25.79%
Debt to Equity
LIT
N/A
SPY
22.35%
P/S Ratio
LIT
N/A
SPY
3.55
P/B Ratio
LIT
N/A
SPY
5.29
LIT vs SPY - Holdings Comparison
LIT and SPY have 3 common holdings. Overlap is 1.76%
LIT's top 25 holdings weight is 94.21%. SPY's top 25 holdings weight is 51.32%.
| Rank | LIT | SPY |
|---|---|---|
| #1 | RIO TINTO PLC ADR (RIO) - 20.49% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | ALBEMARLE CORP (ALB) - 7.20% | APPLE INC (AAPL) - 6.48% |
| #3 | SAMSUNG SDI CO LTD (n/a) - 5.66% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | PANASONIC HOLDINGS CORP (n/a) - 4.38% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | PLS GROUP LTD (n/a) - 4.23% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 3.98% | BROADCOM INC (AVGO) - 3.09% |
| #7 | GANFENG LITHIUM GROUP CO LTD CLASS A (n/a) - 3.96% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 3.53% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 3.44% | TESLA INC (TSLA) - 1.73% |
| #10 | TIANQI LITHIUM CORP CLASS A (n/a) - 2.99% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | TDK CORP (n/a) - 2.98% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | BYD CO LTD CLASS H (n/a) - 2.95% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | LG ENERGY SOLUTION LTD (n/a) - 2.66% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | EVE ENERGY CO LTD CLASS A (n/a) - 2.64% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A (n/a) - 2.53% | WALMART INC (WMT) - 0.91% |
| #16 | WUXI LEAD INTELLIGENT EQUIPMENT CO LTD CLASS A (n/a) - 2.51% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | TESLA INC (TSLA) - 2.49% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ENERSYS (ENS) - 2.45% | VISA INC CLASS A (V) - 0.85% |
| #19 | MINERAL RESOURCES LTD (n/a) - 2.39% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | ECOPRO BM CO LTD ORDINARY SHARES (n/a) - 2.18% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | SINOMINE RESOURCE GROUP CO LTD CLASS A (n/a) - 2.12% | INTEL CORP (INTC) - 0.65% |
| #22 | SUNWODA ELECTRONIC CO LTD CLASS A (n/a) - 1.78% | NETFLIX INC (NFLX) - 0.64% |
| #23 | YUNNAN ENERGY NEW MATERIAL (GROUP) CO LTD CLASS A (n/a) - 1.72% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | SHANGHAI PUTAILAI NEW ENERGY TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.58% | CHEVRON CORP (CVX) - 0.58% |
| #25 | IGO LTD (n/a) - 1.37% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 43 | 505 |
LIT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LIT
+17.55%
SPY
+9.11%
3M
Winner
LIT
+24.73%
SPY
+6.59%
6M
Winner
LIT
+48.49%
SPY
+10.56%
1Y
Winner
LIT
+142.42%
SPY
+32.04%
5Y(CAGR)
LIT
+8.53%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
LIT
+16.53%
SPY
+15.49%
Max(CAGR)
LIT
+8.07%
Winner
SPY
+8.50%
LIT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LIT | SPY |
|---|---|---|
| 2026 | +36.06% | +8.27% |
| 2025 | +62.68% | +18.00% |
| 2024 | -18.14% | +25.59% |
| 2023 | -11.19% | +26.72% |
| 2022 | -31.14% | -18.64% |
| 2021 | +27.65% | +30.52% |
| 2020 | +124.89% | +17.28% |
| 2019 | +2.89% | +31.09% |
| 2018 | -30.27% | -5.24% |
| 2017 | +61.44% | +20.78% |
| 2016 | +25.33% | +13.59% |
| 2015 | -10.50% | +1.31% |
| 2014 | -12.26% | +14.56% |
| 2013 | -11.83% | +29.00% |
| 2012 | -0.45% | +14.17% |
| 2011 | -39.23% | +0.85% |
| 2010 | +43.01% | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
LIT vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LIT drawdown is -2.83%.
| Rank | LIT | SPY |
|---|---|---|
| #1 | -65.93% Nov 8, 2021 - Apr 8, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -61.91% Jan 3, 2011 - Oct 5, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -25.78% Feb 16, 2021 - Jul 7, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.57% Sep 15, 2021 - Oct 18, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.57% Jan 7, 2021 - Feb 16, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.43% Aug 5, 2010 - Sep 13, 2010 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.20% Aug 12, 2021 - Sep 15, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.32% Jul 12, 2021 - Jul 22, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.96% Nov 8, 2010 - Dec 6, 2010 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.02% Jul 22, 2021 - Jul 29, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.01% Nov 24, 2020 - Dec 7, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.65% Dec 8, 2020 - Dec 15, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.64% Nov 9, 2020 - Nov 16, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.01% Oct 12, 2020 - Oct 29, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.58% Dec 28, 2020 - Dec 30, 2020 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LIT and SPY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (1999 - 2026)
LIT vs SPY dividend yield comparison.
| Year | LIT | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.49% | 1.07% |
| 2024 | 0.93% | 1.21% |
| 2023 | 1.11% | 1.40% |
| 2022 | 0.99% | 1.65% |
| 2021 | 0.22% | 1.20% |
| 2020 | 0.40% | 1.52% |
| 2019 | 1.85% | 1.75% |
| 2018 | 2.52% | 2.04% |
| 2017 | 3.26% | 1.80% |
| 2016 | 2.15% | 2.03% |
| 2015 | 0.24% | 2.06% |
| 2014 | 1.07% | 1.87% |
| 2013 | 0.32% | 1.81% |
| 2012 | 2.42% | 2.18% |
| 2011 | 0.13% | 2.05% |
| 2010 | 1.16% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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