LIT vs VYM
Global X Lithium & Battery Tech ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. LIT delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | LIT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $1.6B | $81.6B | |
| Dividend Yield | 0.72% | 2.24% | |
| Holdings | 45 | 616 | |
| YTD Return | +14.01% | +16.42% | |
| 1Y Return | +67.09% | +24.22% | |
| 3Y Return (annualized) | +9.82% | +19.03% | |
| 5Y Return (annualized) | -0.89% | +12.21% | |
| Volatility (annualized) | 28.3% | 14.6% | |
| Max Drawdown | -65.9% | -58.8% | |
| Fund Family | Global X by mirae Asset | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2010 | Nov 10, 2006 |
LIT vs VYM Performance
Global X Lithium & Battery Tech ETF (LIT) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LIT returned +67.09% while VYM returned +24.22%. Year to date, LIT is up 14.01% versus a gain of 16.42% for VYM.
Over three years, LIT compounded at +9.82% per year against +19.03% for VYM; over five years the annualized figures are -0.89% and +12.21% respectively. Across the full 16-year window we track, VYM has the edge at +7.10% annualized vs +5.71%. 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 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 -65.9% for LIT 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
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
LIT and VYM share 1 holdings out of 641 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 LIT | Weight in VYM | Difference |
|---|---|---|---|
| ALB | 4.51% | 0.07% | 4.44% |
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. On a $10,000 investment, that is $71 per year of difference.
Which performed better, LIT or VYM?
Over the past year LIT returned +67.09% vs +24.22% for VYM, so LIT leads on 1-year performance. Over the longest common window we track (16 years), LIT annualized +5.71% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, LIT or VYM?
LIT has been the more volatile fund at 28.3% annualized versus 14.6% for VYM. Worst drawdown: LIT -65.9% vs VYM -58.8%.
Should I hold both LIT and VYM?
LIT and VYM have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LIT and VYM?
LIT and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 641 unique securities.
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.
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