LIT vs VYM
Global X Lithium & Battery Tech ETF vs Vanguard High Dividend Yield ETF
Which is better, LIT or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. LIT led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 65.8%.
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 | LIT | VYM |
|---|---|---|
| Expense Ratio | 0.75% | 0.04%Best |
| AUM | $1.6B | $81.6B |
| Dividend Yield | 0.72% | 2.24% |
| Holdings | 45 | 613 |
| YTD Return | +12.42% | +14.82%Best |
| 1Y Return | +58.87%Best | +20.84% |
| 3Y Return (annualized) | +8.38% | +18.64%Best |
| 5Y Return (annualized) | -1.88% | +12.28%Best |
| Volatility (annualized) | 28.3% | 12.9%Best |
| Max Drawdown | -65.9% | -35.7%Best |
| $10,000 over 5 years | $9,095 | $17,845Best |
| Top 10 Weight | 65.8% | 25.9%Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jul 22, 2010 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jul 23, 2010 to Sep 4, 2026 (16.1 years).
LIT vs VYM 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 16.1 years both funds cover.
LIT vs VYM Performance
Global X Lithium & Battery Tech ETF (LIT) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LIT returned +58.87% while VYM returned +20.84%. Year to date, LIT is up 12.42% versus a gain of 14.82% for VYM.
Over three years, LIT compounded at +8.38% per year against +18.64% for VYM; over five years the annualized figures are -1.88% and +12.28% respectively. Across the full 16-year window we track, VYM has the edge at +10.65% annualized vs +5.59%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LIT has been the more volatile fund, with annualized monthly volatility of 28.3% compared with 12.9% 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 -65.9% for LIT and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LIT charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, LIT currently yields 0.72% against 2.24% for VYM.
Holdings Overlap
4.6% of LIT's money is in holdings VYM also owns. 0.1% of VYM's money is in holdings LIT also owns.
LIT and VYM share little of their money.
1 positions in common, counted across the 41 positions we hold weights for in LIT and 603 in VYM, against full books of 45 and 613.
What only one of them owns
Our book lists 569 positions for VYM that do not appear in our book for LIT (97.3% of the fund), and 4 for LIT that do not appear in VYM (29.5%).
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 LIT | Weight in VYM | Difference |
|---|---|---|---|
| ALBAlbemarle Corp. | 4.56% | 0.07% | 4.49% |
You are not choosing between two funds in isolation.
Whichever of LIT and VYM 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, LIT or VYM?
LIT has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.
Which performed better, LIT or VYM?
Over the past year LIT returned +58.87% vs +20.84% for VYM, so LIT leads on 1-year performance. Over the longest common window we track (16 years), LIT annualized +5.59% vs +10.65% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LIT or VYM?
LIT has been the more volatile fund at 28.3% annualized versus 12.9% for VYM. Worst drawdown: LIT -65.9% vs VYM -35.7%.
Should I hold both LIT and VYM?
LIT and VYM have a monthly-return correlation of 0.56, 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 LIT and VYM?
4.6% of LIT's money is in holdings VYM also owns. 0.1% of VYM's is in holdings LIT also owns. They hold 1 positions in common, counted across the 41 positions we hold weights for in LIT and 603 in VYM.
Which pays a higher dividend, LIT or VYM?
LIT yields 0.72% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than LIT?
VYM has a lower expense ratio. LIT led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 65.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.