CHRG.L vs. LITU.L

Last updated Jun 25, 2026

CHRG.L (WisdomTree Battery Solutions UCITS ETF - USD Acc) and LITU.L (Global X Lithium & Battery Tech UCITS ETF USD Acc) are both Lithium & Battery Metals funds - CHRG.L tracks the WisdomTree Battery Solutions Index while LITU.L tracks the Solactive Global Lithium v2 Index. Both are passively managed. Over the past 3 years, CHRG.L returned 12.82%/yr vs 7.62%/yr for LITU.L. A 0.77 correlation means they provide meaningful diversification when combined. CHRG.L charges 0.40%/yr vs 0.60%/yr for LITU.L.

Performance

CHRG.L vs. LITU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) and Global X Lithium & Battery Tech UCITS ETF USD Acc (LITU.L). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

CHRG.L is traded in GBp, while LITU.L is traded in USD. To make them comparable, the LITU.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with CHRG.L having a 23.07% return and LITU.L slightly higher at 23.56%.

CHRG.L

• 1D: -1.36%
• 1M: -9.26%
• YTD: 23.07%
• 6M: 21.43%
• 1Y: 83.63%
• 3Y*: 12.82%
• 5Y*: 3.81%
• 10Y*: —

LITU.L

• 1D: 0.75%
• 1M: -5.12%
• YTD: 23.56%
• 6M: 20.89%
• 1Y: 113.69%
• 3Y*: 7.62%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CHRG.L vs. LITU.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
CHRG.L WisdomTree Battery Solutions UCITS ETF - USD Acc	23.07%	44.29%	-11.91%	-9.67%	-19.10%	-3.83%
LITU.L Global X Lithium & Battery Tech UCITS ETF USD Acc	23.56%	47.90%	-18.58%	-15.20%	-21.60%	-5.75%

Correlation

The correlation between CHRG.L and LITU.L is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.71
Correlation (3Y) Calculated over the trailing 3-year period	0.75
Correlation (All Time) Calculated using the full available price history since Dec 7, 2021	0.77

The correlation between CHRG.L and LITU.L has been stable across timeframes, ranging from 0.71 to 0.77 - a consistent structural relationship.

CHRG.L vs. LITU.L - Sectors Allocation Comparison

Sectors	CHRG.L	LITU.L
Industrials	47.5%	20.4%
Basic Materials	21.8%	48.1%
Consumer Cyclical	14.6%	9.0%
Technology	8.5%	22.3%
Energy	6.2%	-
Utilities	1.4%	-
Consumer Defensive	0.0%	-
Communication Services	-	-
Financial Services	-	-
Healthcare	-	-
Real Estate	-	-

Return for Risk

CHRG.L vs. LITU.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CHRG.L

CHRG.L Risk / Return Rank: 90
CHRG.L Sharpe Ratio Rank: 93
CHRG.L Sortino Ratio Rank: 88
CHRG.L Omega Ratio Rank: 85
CHRG.L Calmar Ratio Rank: 94
CHRG.L Martin Ratio Rank: 90

LITU.L

LITU.L Risk / Return Rank: 92
LITU.L Sharpe Ratio Rank: 95
LITU.L Sortino Ratio Rank: 90
LITU.L Omega Ratio Rank: 89
LITU.L Calmar Ratio Rank: 95
LITU.L Martin Ratio Rank: 93

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHRG.L vs. LITU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) and Global X Lithium & Battery Tech UCITS ETF USD Acc (LITU.L). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CHRG.L	LITU.L	Difference
Sharpe ratio: Return per unit of total volatility	2.94	3.62	-0.68
Sortino ratio: Return per unit of downside risk	3.52	3.98	-0.47
Omega ratio: Gain probability vs. loss probability	1.45	1.53	-0.07
Calmar ratio: Return relative to maximum drawdown	6.23	7.63	-1.40
Martin ratio: Return relative to average drawdown	18.20	25.35	-7.15

CHRG.L vs. LITU.L - Sharpe Ratio Comparison

The current CHRG.L Sharpe Ratio is 2.94, which is comparable to the LITU.L Sharpe Ratio of 3.62. The chart below compares the historical Sharpe Ratios of CHRG.L and LITU.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CHRG.L vs. LITU.L - Drawdown Comparison

The maximum CHRG.L drawdown since its inception was -52.64%, smaller than the maximum LITU.L drawdown of -61.84%. Use the drawdown chart below to compare losses from any high point for CHRG.L and LITU.L.

Drawdown Indicators

	CHRG.L	LITU.L	Difference
Max Drawdown Largest peak-to-trough decline	-52.64%	-61.84%	+9.20%
Max Drawdown (1Y) Largest decline over 1 year	-13.35%	-14.82%	+1.47%
Max Drawdown (3Y) Largest decline over 3 years	-39.93%	-51.14%	+11.21%
Max Drawdown (5Y) Largest decline over 5 years	-52.64%	—	—
Current Drawdown Current decline from peak	-11.10%	-10.93%	-0.17%
Average Drawdown Average peak-to-trough decline	-21.14%	-32.60%	+11.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.58%	4.47%	+0.11%

Volatility

CHRG.L vs. LITU.L - Volatility Comparison

The current volatility for WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) is 8.69%, while Global X Lithium & Battery Tech UCITS ETF USD Acc (LITU.L) has a volatility of 10.32%. This indicates that CHRG.L experiences smaller price fluctuations and is considered to be less risky than LITU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CHRG.L	LITU.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.69%	10.32%	-1.63%
Volatility (6M) Calculated over the trailing 6-month period	20.12%	22.12%	-2.00%
Volatility (1Y) Calculated over the trailing 1-year period	28.36%	31.39%	-3.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.21%	29.21%	-3.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3,147.98%	29.21%	+3,118.77%

CHRG.L vs. LITU.L - Expense Ratio Comparison

CHRG.L has a 0.40% expense ratio, which is lower than LITU.L's 0.60% expense ratio.

Dividends

CHRG.L vs. LITU.L - Dividend Comparison

Neither CHRG.L nor LITU.L has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both CHRG.L and LITU.L in my portfolio?

CHRG.L and LITU.L have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CHRG.L or LITU.L?

On fees, CHRG.L is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CHRG.L or LITU.L?

CHRG.L is cheaper with a 0.40% expense ratio, compared with 0.60% for LITU.L.

What is the main difference between CHRG.L and LITU.L?

CHRG.L tracks WisdomTree Battery Solutions Index, while LITU.L tracks Solactive Global Lithium v2 Index. They also come from different issuers: WisdomTree and Global X. Their fees differ too: 0.40% for CHRG.L and 0.60% for LITU.L.