LIMI vs VXUS

Quick Verdict

VXUS has a lower expense ratio. LIMI delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: LIMIMore Diversified: VXUS

Side-by-Side Comparison

MetricLIMIVXUSWinner
Expense Ratio0.35%0.05%
AUM$2M$156.5B
Dividend Yield0.37%2.60%
Holdings548,747
YTD Return-8.48%+15.00%
1Y Return+44.11%+26.87%
3Y Return (annualized)-+19.79%
5Y Return (annualized)-+9.26%
Volatility (annualized)39.9%15.1%
Max Drawdown-43.8%-39.9%
Fund FamilyThemes ETFsVanguard (US)
CategoryCommodityEquity
InceptionSep 23, 2024Jan 26, 2011

LIMI vs VXUS Performance

Themes Lithium & Battery Metal Miners ETF (LIMI) is a ETF from Themes ETFs and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LIMI returned +44.11% while VXUS returned +26.87%. Year to date, LIMI is down 8.48% versus a gain of 15.00% for VXUS.

Risk: Volatility and Drawdowns

LIMI has been the more volatile fund, with annualized monthly volatility of 39.9% compared with 15.1% for VXUS. 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 -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LIMI charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, LIMI currently yields 0.37% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

LIMI and VXUS share 21 holdings out of 7887 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LIMIWeight in VXUSDifference
PLS:AU10.72%0.03%10.69%
TINC:BR6.06%0.00%6.06%
002466:SH4.74%0.00%4.74%
LTR:AUProProPro
603799:SHProProPro
IGO:AUProProPro
ELV:AUProProPro
300073:SHProProPro
MIN:AUProProPro
ERA:PAProProPro
FundXLS Pro
See all 10 holdings LIMI shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, LIMI or VXUS?

LIMI has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, LIMI or VXUS?

Over the past year LIMI returned +44.11% vs +26.87% for VXUS, so LIMI leads on 1-year performance. Over the longest common window we track (2 years), LIMI annualized +37.09% vs +4.88% for VXUS. Past performance does not guarantee future results.

Which is riskier, LIMI or VXUS?

LIMI has been the more volatile fund at 39.9% annualized versus 15.1% for VXUS. Worst drawdown: LIMI -43.8% vs VXUS -39.9%.

Should I hold both LIMI and VXUS?

LIMI and VXUS have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LIMI and VXUS?

LIMI and VXUS share 21 common holdings with a 0.1% weight overlap. Combined, they hold 7887 unique securities.

Which pays a higher dividend, LIMI or VXUS?

LIMI yields 0.37% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.