LIMI vs VTI
Themes Lithium & Battery Metal Miners ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, LIMI or VTI?
Precious Metals against Large Cap Blend.
VTI has a lower expense ratio. LIMI led over 1Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 52.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LIMI | VTI |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $2M | $666.9B |
| Dividend Yield | 0.40% | 1.03% |
| Holdings | 52 | 3,543 |
| YTD Return | -17.86% | +13.14%Best |
| 1Y Return | +20.71%Best | +16.63% |
| 3Y Return (annualized) | - | +22.30% |
| 5Y Return (annualized) | - | +12.01% |
| Volatility (annualized) | 40.4% | 12.9%Best |
| Max Drawdown | -43.8% | -19.3%Best |
| $10,000 over 2 years | $16,284Best | $13,827 |
| Top 10 Weight | 52.9% | 33.3%Best |
| Fund Family | Themes ETFs | Vanguard (US) |
| Category | Commodity | Equity |
| Style | Precious Metals | Large Cap Blend |
| Inception | Sep 23, 2024 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 24, 2024 to Sep 21, 2026 (2 years).
LIMI vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
LIMI vs VTI Performance
Themes Lithium & Battery Metal Miners ETF (LIMI) is an ETF from Themes ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year LIMI returned +20.71% while VTI returned +16.63%. Year to date, LIMI is down 17.86% versus a gain of 13.14% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LIMI has been the more volatile fund, with annualized monthly volatility of 40.4% compared with 12.9% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -43.8% for LIMI and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LIMI charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, LIMI currently yields 0.40% against 1.03% for VTI.
Holdings Overlap
8.3% of LIMI's money is in holdings VTI also owns.
LIMI and VTI share little of their money.
1 positions in common, counted across the 42 positions we hold weights for in LIMI and 3,463 in VTI, against full books of 52 and 3,543.
What only one of them owns
Our book lists 1,149 positions for VTI that do not appear in our book for LIMI (97.4% of the fund), and 2 for LIMI that do not appear in VTI (1.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in LIMI | Weight in VTI | Difference |
|---|---|---|---|
| ALBAlbemarle Corp. | 8.35% | 0.02% | 8.33% |
You are not choosing between two funds in isolation.
Whichever of LIMI and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LIMI or VTI?
LIMI has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, LIMI or VTI?
Over the past year LIMI returned +20.71% vs +16.63% for VTI, so LIMI leads on 1-year performance. Over the longest common window we track (2 years), LIMI annualized +27.61% vs +17.59% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LIMI or VTI?
LIMI has been the more volatile fund at 40.4% annualized versus 12.9% for VTI. Worst drawdown: LIMI -43.8% vs VTI -19.3%.
Should I hold both LIMI and VTI?
LIMI and VTI have a monthly-return correlation of 0.48, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LIMI and VTI?
8.3% of LIMI's money is in holdings VTI also owns. 0.0% of VTI's is in holdings LIMI also owns. They hold 1 positions in common, counted across the 42 positions we hold weights for in LIMI and 3,463 in VTI.
Which pays a higher dividend, LIMI or VTI?
LIMI yields 0.40% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than LIMI?
VTI has a lower expense ratio. LIMI led over 1Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 52.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.