LITU.L
Global X Lithium & Battery Tech UCITS ETF
LITU invests in the full lithium cycle, from mining and refining the metal, through battery production.
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 154.2 M
ASSETS UNDER MGMT
60 bp
EXPENSES
Fund Basics
| Inception date | Dec 08, 2021 |
| Regulation | UCITS |
| Fund Website | link... |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| RIO TINTO PLC-SPON ADR | 15.2 % |
| TDK CORP | 6.2 % |
| ALBEMARLE CORP | 6.1 % |
| SAMSUNG SDI CO LTD | 5.3 % |
| BEIJING SEVENSTAR ELECTRONICS CO., LTD. | 5.1 % |
| PANASONIC CORP | 4.7 % |
| TESLA MOTORS INC | 4.3 % |
| LG ENERGY SOLUTION LTD. | 4.1 % |
| PILBARA MINERALS LIMITED | 4.0 % |
| CONTEMPORARY AMPEREX TECHNOLOGY CO., LTD | 3.6 % |
Constituent Breakdown
| Number of holdings | 41 |
| Herfindahl-Hirschman Index | 536 |
| Wgt avg mkt cap (mns) | $85,945 |
| Large cap (>$10bn) | 69.0% |
| Mid cap ($2-10bn) | 27.4% |
| Small cap (<$2bn) | 3.5% |
| Developed mkts. | 49.5% |
| Emerging mkts. | 50.5% |
Sector Breakdown
Country Exposure
 |
CHINA | 32.6 % |
 |
BRITAIN | 15.2 % |
 |
UNITED STATES | 13.1 % |
 |
SOUTH KOREA | 12.6 % |
 |
JAPAN | 10.8 % |
 |
AUSTRALIA | 9.9 % |
 |
CHILE | 3.6 % |
 |
CANADA | 1.7 % |
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 | 34.5% | 140.1% | 43.0% | 14.2% | -- | -- | -- | 0.1% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | -- | 0.0% |
| Total Returns | 34.5% | 140.1% | 43.0% | 14.2% | -- | -- | -- | 0.1% | Ann. Volatility | 32.1% | 31.1% | 31.2% | 29.8% | -- | -- | -- | 30.4% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.98 | 14% |
| MSCI EAFE | 0.86 | 17% |
| MSCI Emg Mkts | 0.86 | 30% |
Liquidity Measures
| Avg. volume (000) | 24 |
| ADV traded (mns) | $0 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $15.25 |
| Relative strength (RSI) | 59 |
| MACD/Signal | 0.18/0.23 |
| Bollinger Bands (Upper/Lower) | $16.78/$14.63 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. LITU.L |
Expenses vs. LITU.L |
ALTAR Score™ vs. LITU.L |
|---|---|---|---|---|
| LITM.L | iShares Lithium & Battery Producers UCITS ETF | 43.2% | -5 bp | -1.4% |
| DMAT.L | Global X Disruptive Materials UCITs ETF | 16.0% | -10 bp | +0.6% |
| DRVE.L | Global X Autonomous & Electric Vehicles UCITs ETF | 14.9% | -10 bp | -0.8% |
| MOBI.L | Amundi MSCI Smart Mobility UCITS ETF Acc | 14.1% | -15 bp | -2.4% |
| XDG7.DE | Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCIT | 12.5% | -25 bp | -1.7% |
| ECAR.L | iShares Electric Vehicles and Driving Technology UCITS ETF | 12.2% | -20 bp | -1.3% |
| VOLT.L | WisdomTree Battery Solutions UCITS ETF - USD Acc | 11.3% | -20 bp | -4.3% |
| METG.L | iShares Essential Metals Producers UCITS ETF | 11.1% | -5 bp | +0.4% |
| NRJC.L | Amundi MSCI New Energy UCITS ETF Acc | 10.9% | 0 bp | -1.3% |
| NRJL.L | Amundi MSCI New Energy UCITS ETF Dist | 10.9% | 0 bp | -1.3% |
Risk and Returns: LITU.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 (USD)
| 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
3.8%
ALTAR SCORE™
43rd
PERCENTILE
NEUTRAL
ETFRC RATING
There are 727 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.6%. LITU.L's ALTAR Score™ is approximately -0.2 standard
deviations above the category average. This places LITU.L in the 43rd percentile
among funds in the category.
Sell-Side Consensus
$14.86
PRICE TARGET
-4.4%
UPSIDE