LIT

Global X Lithium & Battery Tech ETF
*Unless otherwise stated, data provided by FactSet.

LIT Fund Description

LIT 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

Global X Lithium & Battery Tech ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.46 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. Global X Lithium & Battery Tech ETF ranks in the 27th percentile within its peer group and in the 27th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

LIT MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

LIT Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 10/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
LIT -2.33% -7.04% -9.16% -16.38% 3.37% 3.03% --
LIT (NAV) -2.13% -6.37% -9.42% -16.85% 3.71% 3.05% --
Solactive Global Lithium Index -- -- -- -- -- -- --
Thomson Reuters Global Metal & Mining -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

LIT Summary Data

Global X
07/22/10
Open-Ended Fund
0.75%
$449.50M
$2.70M
0.09%

LIT Portfolio Data

$9.00B
23.20
1.68
3.68%
12/30/19
39

LIT Index Data

Solactive Global Lithium Index
Market Cap
Market Cap
Thomson Reuters Global Metal & Mining

LIT Portfolio Management

0.75%
0.03%
0.21%
-0.36%

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
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

LIT Factset Analytics Block Liquidity

As of 10/21/19
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 2 out of 5.

LIT Tradability

112,888
$2.70M
95,420
$2.29M
0.09%
$0.02
-0.24%
0.93% / -1.70%
None
47.00%
50,000
1.91
0.08%
1.05%
3,140
$24.40
2

LIT Sector/Industry Breakdown


LIT
Segment Benchmark
29.71%
--
27.36%
--
11.86%
--
10.09%
--
6.79%
--
5.19%
--
4.02%
31.76%
3.63%
8.34%
1.26%
--
0.09%
--

LIT Top 10 Holdings[View All]

7.20%
Tesla Inc 6.83%
6.29%
6.26%
6.16%
5.86%
EnerSys 5.75%
5.57%
78.55%

LIT Countries


LIT
Segment Benchmark
31.11%
13.31%
15.28%
2.59%
11.58%
5.57%
8.97%
1.58%
8.29%
0.07%
7.93%
19.81%
7.21%
1.53%
6.80%
1.03%
2.22%
19.02%
0.40%
--

LIT Regions


LIT
Segment Benchmark
50.97%
34.36%
33.33%
32.34%
8.29%
6.20%
7.41%
23.96%
--
3.14%

LIT Economic Development


LIT
Segment Benchmark
91.71%
83.09%
8.29%
16.91%

LIT Performance Statistics

0.39
0.76
0.81
0.81
0.98%
Thomson Reuters Global Metal & Mining

LIT MSCI ESG Ratings

BBB
4.46 / 10
26.87
27.29
--
16.57%
233.10

LIT Benchmark Comparison Holdings

39
366
6
0.18%

LIT Benchmark Comparison Summary


LIT
Segment Benchmark
39
366
$9.00B
$23.88B
23.20
14.82
1.68
1.34
1.92%
3.43%
High
Medium

LIT Benchmark Comparison Market Cap Size


LIT
Segment Benchmark
30.68%
54.97%
32.59%
27.04%
20.71%
14.57%
16.02%
3.42%