LITP vs VYM

LITP vs VYM
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VYM has a lower expense ratio. LITP delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: LITPMore Diversified: VYM

Side-by-Side Comparison

MetricLITPVYMWinner
Expense Ratio0.65%0.04%
AUM$41M$81.6B
Dividend Yield8.94%2.24%
Holdings39616
YTD Return-11.08%+15.60%
1Y Return+54.36%+23.48%
3Y Return (annualized)-4.00%+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)44.3%14.6%
Max Drawdown-73.2%-58.8%
Fund FamilySprott ETFSVanguard (US)
CategoryCommodityEquity
InceptionFeb 1, 2023Nov 10, 2006

LITP vs VYM Performance

Sprott Lithium Miners ETF (LITP) is a ETF from Sprott ETFS and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LITP returned +54.36% while VYM returned +23.48%. Year to date, LITP is down 11.08% versus a gain of 15.60% for VYM.

Over three years, LITP compounded at -4.00% per year against +19.07% for VYM. Across the full 4-year window we track, VYM has the edge at +7.05% annualized vs -9.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LITP has been the more volatile fund, with annualized monthly volatility of 44.3% 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 -73.2% for LITP 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LITP charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, LITP currently yields 8.94% against 2.24% for VYM.

Holdings Overlap

0.1%overlap

LITP and VYM share 1 holdings out of 640 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LITPWeight in VYMDifference
ALB9.64%0.07%9.57%

Frequently Asked Questions

Which is cheaper, LITP or VYM?

LITP has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, LITP or VYM?

Over the past year LITP returned +54.36% vs +23.48% for VYM, so LITP leads on 1-year performance. Over the longest common window we track (4 years), LITP annualized -9.98% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, LITP or VYM?

LITP has been the more volatile fund at 44.3% annualized versus 14.6% for VYM. Worst drawdown: LITP -73.2% vs VYM -58.8%.

Should I hold both LITP and VYM?

LITP and VYM have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LITP and VYM?

LITP and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 640 unique securities.

Which pays a higher dividend, LITP or VYM?

LITP yields 8.94% while VYM yields 2.24%, so LITP currently pays the higher dividend yield.

Get Full ETF Analytics

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

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free