LIT

Global X Lithium & Battery Tech ETF
B

12
*Unless otherwise stated, data provided by FactSet.

LIT Fund Description

The Global X Lithium & Battery Tech ETF tracks a market- cap weighted index of global lithium miners and battery producers.

LIT Factset Analytics Insight

LIT, which tracks a market- cap weighted index of global lithium miners and battery producers, gives broad exposure to the metal. While its niche exposure aligns poorly with our broad Metals and Mining segment benchmark, LIT manages to offer targeted, concentrated exposure with a microcap tilt. Good tracking of its underlying index tempers the fund’s variable spreads and high expense ratio. For investors looking for niche lithium exposure as an ETF, LIT is the only game in town.

LIT MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the Global X Lithium & Battery Tech ETF MSCI ESG Fund Quality Score is 5.11 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. LIT ranks in the 43th percentile within its peer group and in the 39th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

LIT CHARTS AND PERFORMANCE

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 06/21/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
LIT -6.26% -6.26% -15.82% 15.62% 13.28% 8.96% --
LIT (NAV) -5.66% -5.63% -15.21% 16.81% 13.43% 8.90% --
Solactive Global Lithium Index -4.89% -4.87% -14.92% 16.53% 13.92% 9.03% --
Thomson Reuters Global Metal & Mining -5.91% -1.01% 21.35% 25.24% 8.39% 2.71% -4.92%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

LIT Top 10 Countries

LIT Top 10 Sectors

LIT Top 10 Holdings [View All]

LIT Summary Data

Global X
07/22/10
Open-Ended Fund
0.75%
$949.09M
$9.25M
0.03%

LIT Portfolio Data

$12.46B
43.10
2.58
3.84%
12/28/18
34

LIT Index Data

Market Cap
Market Cap
Thomson Reuters Global Metal & Mining

LIT Portfolio Management

0.75%
0.40%
0.72%
-1.03%

LIT Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

LIT Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

LIT Factset Analytics Block Liquidity

As of 06/22/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of LIT. LIT is rated a 4 out of 5.

LIT Tradability

274,659
$9.25M
257,153
$8.56M
0.03%
$0.01
0.14%
2.19% / -1.84%
None
55.00%
50,000
5.14
0.06%
0.62%
14,306
$32.84
4

LIT Sector/Industry Breakdown


LIT
Segment Benchmark
21.91%
--
18.68%
0.20%
16.65%
--
10.92%
--
8.51%
--
7.19%
--
6.63%
10.00%
5.69%
--
4.86%
33.22%
0.10%
29.19%

LIT TOP 10 HOLDINGS[View All]

18.13%
15.44%
6.41%
6.28%
5.40%
5.37%
5.27%
4.82%
3.51%
77.76%

LIT Countries


LIT
Segment Benchmark
43.78%
12.46%
12.99%
4.15%
11.62%
18.14%
11.34%
8.23%
8.06%
0.07%
5.63%
1.82%
4.72%
1.58%
2.83%
14.45%
0.18%
--
0.09%
0.25%

LIT Regions


LIT
Segment Benchmark
46.61%
26.91%
46.30%
40.03%
8.06%
4.16%
0.28%
27.24%
--
1.66%

LIT Economic Development


LIT
Segment Benchmark
93.19%
84.69%
8.06%
15.31%

LIT Performance Statistics

0.28
0.49
0.30
0.99
1.29%
Thomson Reuters Global Metal & Mining

LIT MSCI ESG Ratings

5.11 / 10
43.24
38.67
--
16.67%
231.42

LIT BENCHMARK COMPARISON HOLDINGS

34
449
5
0.29%

LIT BENCHMARK COMPARISON SUMMARY


LIT
Segment Benchmark
34
449
$12.46B
$22.40B
43.10
16.92
2.58
1.46
1.26%
2.68%
High
--

LIT BENCHMARK COMPARISON MARKET CAP SIZE


LIT
Segment Benchmark
27.89%
49.73%
43.86%
31.34%
22.25%
14.89%
6.00%
4.04%

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.