LITP vs PHDG
Comparison between Sprott Lithium Miners ETF (LITP, ETF) and INVESCO S&P 500 DOWNSIDE HEDGED ETF (PHDG, ETF).
LITP vs PHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LITP
$65M
Winner
PHDG
$65M
Expense Ratio
LITP
0.65%
Winner
PHDG
0.39%
Max Drawdown
LITP
76.86%
Winner
PHDG
23.59%
Sharpe Ratio
Winner
LITP
1.94
PHDG
1.84
5Y Beta
LITP
1.25
Winner
PHDG
0.30
P/E Ratio
LITP
N/A
PHDG
28.95
Forward P/E
LITP
N/A
PHDG
22.35
5Y Dividends CAGR
LITP
N/A
PHDG
28.74%
5Y EPS CAGR
LITP
N/A
PHDG
25.98%
Debt to Equity
LITP
N/A
PHDG
32.48%
P/S Ratio
LITP
N/A
PHDG
3.76
P/B Ratio
LITP
N/A
PHDG
5.60
LITP vs PHDG - Holdings Comparison
LITP and PHDG have 2 common holdings. Overlap is -0.08%
LITP's top 25 holdings weight is 97.88%. PHDG's top 25 holdings weight is 68.98%.
| Rank | LITP | PHDG |
|---|---|---|
| #1 | LIONTOWN LTD (n/a) - 11.92% | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 19.66% |
| #2 | PLS GROUP LTD (n/a) - 11.79% | INVESCO PREMIER US GOVERNMENT MONEY INST (IUGXX) - 19.23% |
| #3 | GANFENG LITHIUM GROUP CO LTD (n/a) - 10.41% | NVIDIA CORP (NVDA) - 4.76% |
| #4 | ALBEMARLE CORP (ALB) - 9.49% | APPLE INC (AAPL) - 4.13% |
| #5 | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 9.19% | MICROSOFT CORP (MSFT) - 2.82% |
| #6 | LITHIUM ARGENTINA AG (n/a) - 5.68% | AMAZON.COM INC (AMZN) - 2.36% |
| #7 | ELEVRA LITHIUM LTD (n/a) - 5.63% | ALPHABET INC CLASS A (GOOGL) - 2.06% |
| #8 | IGO LTD (n/a) - 4.80% | BROADCOM INC (AVGO) - 1.82% |
| #9 | SIGMA LITHIUM CORP (n/a) - 4.41% | ALPHABET INC CLASS C (GOOG) - 1.64% |
| #10 | PMET RESOURCES INC (n/a) - 3.52% | META PLATFORMS INC CLASS A (META) - 1.22% |
| #11 | TIANQI LITHIUM CORP CLASS H (n/a) - 3.49% | TESLA INC (TSLA) - 1.11% |
| #12 | STANDARD LITHIUM CORP (SLI) - 3.05% | MICRON TECHNOLOGY INC (MU) - 0.92% |
| #13 | LITHIUM AMERICAS CORP (LAC) - 2.99% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% |
| #14 | CORE LITHIUM LTD (n/a) - 2.37% | ELI LILLY AND CO (LLY) - 0.77% |
| #15 | EUROPEAN LITHIUM LTD (n/a) - 2.13% | JPMORGAN CHASE & CO (JPM) - 0.75% |
| #16 | VULCAN ENERGY RESOURCES LTD ORDINARY SHARES (n/a) - 2.06% | ADVANCED MICRO DEVICES INC (AMD) - 0.75% |
| #17 | GALAN LITHIUM LTD (n/a) - 1.26% | EXXON MOBIL CORP (XOM) - 0.57% |
| #18 | IONEER LTD (n/a) - 1.08% | INTEL CORP (INTC) - 0.53% |
| #19 | LITHIUM IONIC CORP (n/a) - 0.56% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #20 | AMERICAN LITHIUM CORP (n/a) - 0.45% | VISA INC CLASS A (V) - 0.50% |
| #21 | SAVANNAH RESOURCES PLC (n/a) - 0.43% | WALMART INC (WMT) - 0.47% |
| #22 | ATLANTIC LITHIUM LTD (n/a) - 0.35% | CISCO SYSTEMS INC (CSCO) - 0.43% |
| #23 | LIBERTYSTREAM INFRASTRUCTURE PARTNERS INC (n/a) - 0.29% | COSTCO WHOLESALE CORP (COST) - 0.41% |
| #24 | E3 LITHIUM LTD (n/a) - 0.28% | CATERPILLAR INC (CAT) - 0.38% |
| #25 | LAKE RESOURCES NL (n/a) - 0.25% | MASTERCARD INC CLASS A (MA) - 0.37% |
| Total Holdings | 39 | 508 |
LITP vs PHDG - Historical Returns
Returns include dividend reinvestment.
1M
LITP
-19.39%
Winner
PHDG
+1.95%
3M
Winner
LITP
+10.06%
PHDG
+8.98%
6M
Winner
LITP
+26.04%
PHDG
+9.94%
1Y
Winner
LITP
+165.22%
PHDG
+23.81%
5Y(CAGR)
LITP
N/A
PHDG
+5.07%
10Y(CAGR)
LITP
N/A
PHDG
+6.99%
Max(CAGR)
LITP
-6.81%
Winner
PHDG
+5.79%
LITP vs PHDG - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | LITP | PHDG |
|---|---|---|
| 2026 | +8.31% | +12.04% |
| 2025 | +87.43% | +2.46% |
| 2024 | -43.69% | +11.96% |
| 2023 | -36.25% | +8.79% |
| 2022 | N/A | -14.38% |
| 2021 | N/A | +16.13% |
| 2020 | N/A | +18.15% |
| 2019 | N/A | +8.89% |
| 2018 | N/A | -3.39% |
| 2017 | N/A | +15.36% |
| 2016 | N/A | -0.25% |
| 2015 | N/A | -9.72% |
| 2014 | N/A | +6.86% |
| 2013 | N/A | +12.19% |
| 2012 | N/A | -0.01% |
LITP vs PHDG Drawdown Comparison
The maximum drawdown for LITP was -74.76%, occurring on Apr 8, 2025. Recovery took 812 trading sessions.
The maximum drawdown for PHDG was -17.69%, occurring on Nov 3, 2016. Recovery took 759 trading sessions.
The current LITP drawdown is -24.71%. The current PHDG drawdown is -3.15%.
| Rank | LITP | PHDG |
|---|---|---|
| #1 | -74.76% Feb 2, 2023 - Apr 30, 2026 | -17.69% Dec 5, 2014 - Dec 11, 2017 |
| #2 | -24.71% May 6, 2026 - Jun 5, 2026 | -17.06% Dec 27, 2021 - Jun 12, 2024 |
| #3 | -4.89% May 1, 2026 - May 6, 2026 | -15.87% Mar 18, 2020 - Aug 24, 2020 |
| #4 | N/A | -14.79% Dec 4, 2024 - Mar 2, 2026 |
| #5 | N/A | -12.79% Feb 6, 2018 - Mar 12, 2020 |
| #6 | N/A | -10.06% Sep 2, 2020 - Apr 15, 2021 |
| #7 | N/A | -6.11% Aug 5, 2024 - Dec 4, 2024 |
| #8 | N/A | -5.20% Aug 2, 2013 - Dec 23, 2013 |
| #9 | N/A | -4.42% Sep 7, 2021 - Nov 2, 2021 |
| #10 | N/A | -4.37% Jul 16, 2024 - Aug 5, 2024 |
| #11 | N/A | -3.69% Apr 2, 2014 - Jun 9, 2014 |
| #12 | N/A | -3.44% Dec 31, 2013 - Feb 28, 2014 |
| #13 | N/A | -3.37% Mar 10, 2026 - Apr 8, 2026 |
| #14 | N/A | -3.26% May 12, 2021 - Jul 2, 2021 |
| #15 | N/A | -3.15% Jun 4, 2026 - Jun 5, 2026 |
Correlation
Correlation between LITP and PHDG is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.06
-101
Dividend Comparison (2012 - 2026)
LITP vs PHDG dividend yield comparison.
| Year | LITP | PHDG |
|---|---|---|
| 2026 | 0.00% | 0.36% |
| 2025 | 7.41% | 2.10% |
| 2024 | 6.55% | 1.94% |
| 2023 | 2.80% | 1.93% |
| 2022 | 0.00% | 1.35% |
| 2021 | 0.00% | 0.44% |
| 2020 | 0.00% | 0.63% |
| 2019 | 0.00% | 1.80% |
| 2018 | 0.00% | 1.56% |
| 2017 | 0.00% | 1.83% |
| 2016 | 0.00% | 2.29% |
| 2015 | 0.00% | 1.64% |
| 2014 | 0.00% | 5.46% |
| 2013 | 0.00% | 1.76% |
| 2012 | 0.00% | 0.09% |
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