LIMI vs VXUS

LIMI vs VXUS

Which is better, LIMI or VXUS?

Precious Metals against Large Cap Blend.

VXUS has a lower expense ratio. LIMI led over the full window, VXUS over 1Y.

Lower Fees: VXUSHigher Returns: split

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

MetricLIMIVXUS
Expense Ratio0.35%0.05%Best
AUM$2M$158.1B
Dividend Yield0.40%2.51%
Holdings528,747
YTD Return-17.86%+14.94%Best
1Y Return+20.71%+21.99%Best
3Y Return (annualized)-+20.89%
5Y Return (annualized)-+9.48%
Volatility (annualized)40.4%12.0%Best
Max Drawdown-43.8%-13.6%Best
$10,000 over 2 years$16,284Best$14,357
Fund FamilyThemes ETFsVanguard (US)
CategoryCommodityEquity
StylePrecious MetalsLarge Cap Blend
InceptionSep 23, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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 VXUS 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 VXUS Performance

Themes Lithium & Battery Metal Miners ETF (LIMI) is an ETF from Themes ETFs and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year LIMI returned +20.71% while VXUS returned +21.99%. Year to date, LIMI is down 17.86% versus a gain of 14.94% for VXUS.

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 12.0% 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.55. They move together some of the time, and apart the rest.

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 0.40% against 2.51% for VXUS.

Holdings Overlap

LIMI already in VXUS50.6%

At least 50.6% of LIMI's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

18 positions in common, counted across the 42 positions we hold weights for in LIMI and 8,082 in VXUS, against full books of 52 and 8,747.

Top Shared Holdings

StockWeight in LIMIWeight in VXUSDifference
PLS:AUPilbara Minerals Limited Ordinary Fully Paid10.67%0.02%10.65%
002466:SHTianqi Lithium Corp4.69%0.00%4.69%
CXO:AUCore Lithium Ltd4.64%0.00%4.64%
IGO:AUIGO Limited4.59%0.01%4.58%
MIN:AUMineral Resources Ltd3.53%0.02%3.51%
LTR:AULiontown Resources Limited3.25%0.00%3.25%
ELV:AUElevra Lithium Ltd3.07%0.00%3.07%
ERA:PAEramet2.76%0.00%2.76%
300037:SHShenzhen Capchem Technology Co. Ltd. Class A2.49%0.00%2.49%
600549:SHXiamen Tungsten Co Ltd2.24%0.00%2.24%

50.6% of LIMI is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

LIMIVXUS

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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, by $30 a year on a $10,000 investment.

Which performed better, LIMI or VXUS?

Over the past year LIMI returned +20.71% vs +21.99% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), LIMI annualized +27.61% vs +19.82% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LIMI or VXUS?

LIMI has been the more volatile fund at 40.4% annualized versus 12.0% for VXUS. Worst drawdown: LIMI -43.8% vs VXUS -13.6%.

Should I hold both LIMI and VXUS?

LIMI and VXUS have a monthly-return correlation of 0.55, 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 VXUS?

At least 50.6% of LIMI's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 18 positions in common, counted across the 42 positions we hold weights for in LIMI and 8,082 in VXUS.

Which pays a higher dividend, LIMI or VXUS?

LIMI yields 0.40% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than LIMI?

VXUS has a lower expense ratio. LIMI led over the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.