Key stats
About GLOBAL X FDS GLOBAL X LITHIUM & BATTERY TECH ETF USD
Home page
Inception date
Jul 22, 2010
Structure
Open-Ended Fund
Replication method
Physical
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
LIT tracks a market-cap-weighted index of 20-40 companies involved in the global mining and exploration of lithium, or in lithium battery production. While the plain-vanilla fund gives broad exposure to the lithium industry, it manages to offer targeted, concentrated exposure with a micro-cap tilt. LIT is an excellent fit for investors looking for niche lithium exposure as an ETF. The index is reconstituted and rebalanced on an annual basis.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Producer Manufacturing
Process Industries
Non-Energy Minerals
Consumer Durables
Stocks99.89%
Producer Manufacturing36.56%
Process Industries26.75%
Non-Energy Minerals17.05%
Consumer Durables14.33%
Electronic Technology5.20%
Bonds, Cash & Other0.11%
Cash0.11%
Stock breakdown by region
Asia57.01%
North America33.08%
Oceania9.12%
Europe0.80%
Latin America0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history