LITM.L
iShares Lithium & Battery Producers UCITS ETF
International
EQUITY
Rules-Based
MANAGEMENT STYLE
£ 49.4 M
ASSETS UNDER MGMT
55 bp
EXPENSES
Fund Basics
| Inception date | Oct 31, 2023 |
| Regulation | UCITS |
| ISIN | IE000WDG5795 |
| Distributions | |
| Currency | GBP |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| TDK CORP | 10.1 % |
| ALBEMARLE CORP | 9.4 % |
| FURUKAWA ELECTRIC CO LTD | 8.4 % |
| CONTEMPORARY AMPEREX TECHNOLOGY CO., LTD | 7.7 % |
| SAMSUNG SDI CO LTD | 7.1 % |
| PILBARA MINERALS LIMITED | 6.4 % |
| QUIMICA Y MINERA CHIL-SP ADR | 6.1 % |
| LG CHEM LTD | 5.6 % |
| PANASONIC CORP | 5.1 % |
| LG ENERGY SOLUTION LTD. | 4.9 % |
Constituent Breakdown
| Number of holdings | 81 |
| Herfindahl-Hirschman Index | 582 |
| Wgt avg mkt cap (mns) | $39,494 |
| Large cap (>$10bn) | 57.7% |
| Mid cap ($2-10bn) | 33.5% |
| Small cap (<$2bn) | 3.8% |
| Developed mkts. | 58.9% |
| Emerging mkts. | 37.7% |
Sector Breakdown
Country Exposure
 |
JAPAN | 29.5 % |
 |
SOUTH KOREA | 17.7 % |
 |
CHINA | 14.0 % |
 |
UNITED STATES | 12.6 % |
 |
AUSTRALIA | 12.1 % |
 |
CHILE | 6.1 % |
 |
HONG KONG | 2.8 % |
 |
CANADA | 1.4 % |
 |
FRANCE | 0.6 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 50.4% | 152.8% | 36.6% | -- | -- | -- | -- | 14.6% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | -- | -- | -- | -- | 0.0% |
| Total Returns | 50.4% | 152.8% | 36.6% | -- | -- | -- | -- | 14.6% | Ann. Volatility | 32.5% | 29.3% | 27.6% | -- | -- | -- | -- | 30.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.93 | 14% |
| MSCI EAFE | 0.75 | 15% |
| MSCI Emg Mkts | 0.76 | 26% |
Liquidity Measures
| Avg. volume (000) | 53 |
| ADV traded (mns) | $0 |
| Turnover | 0.8% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $6.62 |
| Relative strength (RSI) | 63 |
| MACD/Signal | 0.16/0.17 |
| Bollinger Bands (Upper/Lower) | $7.20/$6.45 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. LITM.L |
Expenses vs. LITM.L |
ALTAR Score™ vs. LITM.L |
|---|---|---|---|---|
| LITU.L | Global X Lithium & Battery Tech UCITS ETF | 43.2% | +5 bp | +1.4% |
| VOLT.L | WisdomTree Battery Solutions UCITS ETF - USD Acc | 12.7% | -15 bp | -2.9% |
| NRJC.L | Amundi MSCI New Energy UCITS ETF Acc | 12.5% | +5 bp | +0.2% |
| NRJL.L | Amundi MSCI New Energy UCITS ETF Dist | 12.5% | +5 bp | +0.1% |
| MOBI.L | Amundi MSCI Smart Mobility UCITS ETF Acc | 12.1% | -10 bp | -1.0% |
| XDG7.DE | Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCIT | 11.8% | -20 bp | -0.2% |
| METG.L | iShares Essential Metals Producers UCITS ETF | 10.9% | 0 bp | +1.8% |
| DRVE.L | Global X Autonomous & Electric Vehicles UCITs ETF | 10.3% | -5 bp | +0.7% |
Risk and Returns: LITM.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (GBP)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
2.4%
ALTAR SCORE™
1st
PERCENTILE
AVOID
ETFRC RATING
There are 415 funds in the International Equity category with an average
ALTAR Score™ of 6.1% and a standard deviation
of 1.6%. LITM.L's ALTAR Score™ is approximately -2.4 standard
deviations above the category average. This places LITM.L in the 1st percentile
among funds in the category.
Sell-Side Consensus
£6.64
PRICE TARGET
-4.7%
UPSIDE