BWA vs. LIT
Compare and contrast key facts about BorgWarner Inc. (BWA) and Global X Lithium & Battery Tech ETF (LIT).
LIT is a passively managed fund by Global X that tracks the performance of the Solactive Global Lithium Index. It was launched on Jul 22, 2010.
Performance
BWA vs. LIT - Performance Comparison
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BWA vs. LIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWA BorgWarner Inc. | 21.46% | 43.88% | -10.15% | 2.50% | -9.18% | 18.39% | -9.19% | 27.13% | -30.97% | 31.24% |
LIT Global X Lithium & Battery Tech ETF | 14.77% | 60.05% | -19.19% | -12.18% | -29.91% | 36.74% | 127.88% | 3.27% | -28.63% | 64.19% |
Returns By Period
In the year-to-date period, BWA achieves a 21.46% return, which is significantly higher than LIT's 14.77% return. Over the past 10 years, BWA has underperformed LIT with an annualized return of 6.72%, while LIT has yielded a comparatively higher 14.89% annualized return.
BWA
- 1D
- 0.57%
- 1M
- -2.52%
- YTD
- 21.46%
- 6M
- 24.15%
- 1Y
- 93.94%
- 3Y*
- 9.55%
- 5Y*
- 7.55%
- 10Y*
- 6.72%
LIT
- 1D
- 0.12%
- 1M
- -1.04%
- YTD
- 14.77%
- 6M
- 29.65%
- 1Y
- 94.01%
- 3Y*
- 6.33%
- 5Y*
- 5.28%
- 10Y*
- 14.89%
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Return for Risk
BWA vs. LIT — Risk / Return Rank
BWA
LIT
BWA vs. LIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BorgWarner Inc. (BWA) and Global X Lithium & Battery Tech ETF (LIT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BWA | LIT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.49 | 2.74 | -0.25 |
Sortino ratioReturn per unit of downside risk | 3.69 | 3.31 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.44 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.92 | 5.29 | -1.37 |
Martin ratioReturn relative to average drawdown | 12.93 | 20.38 | -7.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BWA | LIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | 2.74 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.17 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.49 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.24 | +0.07 |
Correlation
The correlation between BWA and LIT is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BWA vs. LIT - Dividend Comparison
BWA's dividend yield for the trailing twelve months is around 1.14%, more than LIT's 0.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWA BorgWarner Inc. | 1.14% | 1.24% | 1.38% | 1.45% | 1.69% | 1.51% | 1.76% | 1.57% | 1.96% | 1.15% | 1.34% | 1.20% |
LIT Global X Lithium & Battery Tech ETF | 0.42% | 0.49% | 0.93% | 1.11% | 0.99% | 0.22% | 0.40% | 1.85% | 2.52% | 3.26% | 2.15% | 0.24% |
Drawdowns
BWA vs. LIT - Drawdown Comparison
The maximum BWA drawdown since its inception was -72.15%, which is greater than LIT's maximum drawdown of -65.91%. Use the drawdown chart below to compare losses from any high point for BWA and LIT.
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Drawdown Indicators
| BWA | LIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.15% | -65.91% | -6.24% |
Max Drawdown (1Y)Largest decline over 1 year | -23.80% | -17.61% | -6.19% |
Max Drawdown (5Y)Largest decline over 5 years | -45.88% | -65.91% | +20.03% |
Max Drawdown (10Y)Largest decline over 10 years | -64.59% | -65.91% | +1.32% |
Current DrawdownCurrent decline from peak | -17.76% | -19.76% | +2.00% |
Average DrawdownAverage peak-to-trough decline | -22.10% | -33.90% | +11.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.21% | 4.57% | +2.64% |
Volatility
BWA vs. LIT - Volatility Comparison
BorgWarner Inc. (BWA) and Global X Lithium & Battery Tech ETF (LIT) have volatilities of 9.56% and 9.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWA | LIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.56% | 9.75% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 29.33% | 24.73% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.99% | 34.53% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.63% | 31.66% | +1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.68% | 30.50% | +4.18% |