LIMI vs VYM
Themes Lithium & Battery Metal Miners ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. LIMI delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | LIMI | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $2M | $79.0B | |
| Dividend Yield | 0.37% | 2.86% | |
| Holdings | 54 | 568 | |
| YTD Return | -10.13% | +16.16% | |
| 1Y Return | +39.82% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 39.6% | 14.6% | |
| Max Drawdown | -43.8% | -58.8% | |
| Fund Family | Themes ETFs | Vanguard (US) | |
| Category | Commodity | Equity | |
| Inception | Sep 23, 2024 | Nov 10, 2006 |
LIMI vs VYM Performance
Themes Lithium & Battery Metal Miners ETF (LIMI) is a ETF from Themes ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LIMI returned +39.82% while VYM returned +26.05%. Year to date, LIMI is down 10.13% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
LIMI has been the more volatile fund, with annualized monthly volatility of 39.6% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LIMI charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, LIMI currently yields 0.37% against 2.86% for VYM.
Holdings Overlap
LIMI and VYM share 1 holdings out of 604 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LIMI | Weight in VYM | Difference |
|---|---|---|---|
| ALB | 8.59% | 0.09% | 8.50% |
Frequently Asked Questions
Which is cheaper, LIMI or VYM?
LIMI has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, LIMI or VYM?
Over the past year LIMI returned +39.82% vs +26.05% for VYM, so LIMI leads on 1-year performance. Over the longest common window we track (2 years), LIMI annualized +35.82% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, LIMI or VYM?
LIMI has been the more volatile fund at 39.6% annualized versus 14.6% for VYM. Worst drawdown: LIMI -43.8% vs VYM -58.8%.
Should I hold both LIMI and VYM?
LIMI and VYM have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LIMI and VYM?
LIMI and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, LIMI or VYM?
LIMI yields 0.37% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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