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ERNX.DE vs. LIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ERNX.DE vs. LIT - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating (ERNX.DE) and Global X Lithium & Battery Tech ETF (LIT). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ERNX.DE is traded in EUR, while LIT is traded in USD. To make them comparable, the LIT values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ERNX.DE achieves a 0.87% return, which is significantly lower than LIT's 29.86% return.


ERNX.DE

1D
0.04%
1M
0.26%
YTD
0.87%
6M
0.99%
1Y
2.18%
3Y*
3.33%
5Y*
10Y*

LIT

1D
-2.00%
1M
-5.22%
YTD
29.86%
6M
34.55%
1Y
121.67%
3Y*
7.79%
5Y*
5.56%
10Y*
14.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ERNX.DE vs. LIT - Yearly Performance Comparison


2026 (YTD)2025202420232022
ERNX.DE
iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating
0.87%2.69%4.04%3.34%0.10%
LIT
Global X Lithium & Battery Tech ETF
29.86%41.05%-13.86%-14.81%-10.92%

Correlation

The correlation between ERNX.DE and LIT is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.18

Correlation (3Y)
Calculated over the trailing 3-year period

-0.05

Correlation (All Time)
Calculated using the full available price history since May 2, 2022

-0.04

The correlation between ERNX.DE and LIT shifts across timeframes, from -0.18 (1 year) to -0.04 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

ERNX.DE vs. LIT — Risk / Return Rank

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

ERNX.DE
ERNX.DE Risk / Return Rank: 9494
Overall Rank
ERNX.DE Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
ERNX.DE Sortino Ratio Rank: 9595
Sortino Ratio Rank
ERNX.DE Omega Ratio Rank: 9494
Omega Ratio Rank
ERNX.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
ERNX.DE Martin Ratio Rank: 9898
Martin Ratio Rank

LIT
LIT Risk / Return Rank: 9393
Overall Rank
LIT Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
LIT Sortino Ratio Rank: 9090
Sortino Ratio Rank
LIT Omega Ratio Rank: 8989
Omega Ratio Rank
LIT Calmar Ratio Rank: 9696
Calmar Ratio Rank
LIT Martin Ratio Rank: 9595
Martin Ratio Rank
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.

ERNX.DE vs. LIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating (ERNX.DE) 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.


ERNX.DELITDifference
Sharpe ratioReturn per unit of total volatility

-0.92

Sortino ratioReturn per unit of downside risk

+0.64

Omega ratioGain probability vs. loss probability

1.67

1.56

+0.11

Calmar ratioReturn relative to maximum drawdown

10.99

10.82

+0.17

Martin ratioReturn relative to average drawdown

54.93

36.88

+18.05

ERNX.DE vs. LIT - Sharpe Ratio Comparison

The current ERNX.DE Sharpe Ratio is 2.94, which is comparable to the LIT Sharpe Ratio of 3.86. The chart below compares the historical Sharpe Ratios of ERNX.DE and LIT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ERNX.DELITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.94

3.86

-0.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

3.90

0.30

+3.60

Drawdowns

ERNX.DE vs. LIT - Drawdown Comparison

The maximum ERNX.DE drawdown since its inception was -0.83%, smaller than the maximum LIT drawdown of -64.79%. Use the drawdown chart below to compare losses from any high point for ERNX.DE and LIT.


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Drawdown Indicators


ERNX.DELITDifference

Max Drawdown

Largest peak-to-trough decline

-0.83%

-64.79%

+63.96%

Max Drawdown (1Y)

Largest decline over 1 year

-0.20%

-11.31%

+11.11%

Max Drawdown (3Y)

Largest decline over 3 years

-0.20%

-51.99%

+51.79%

Max Drawdown (5Y)

Largest decline over 5 years

-64.79%

Max Drawdown (10Y)

Largest decline over 10 years

-64.79%

Current Drawdown

Current decline from peak

-0.00%

-12.54%

+12.54%

Average Drawdown

Average peak-to-trough decline

-0.09%

-29.90%

+29.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.04%

3.31%

-3.27%

Volatility

ERNX.DE vs. LIT - Volatility Comparison

The current volatility for iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating (ERNX.DE) is 0.17%, while Global X Lithium & Battery Tech ETF (LIT) has a volatility of 7.84%. This indicates that ERNX.DE experiences smaller price fluctuations and is considered to be less risky than LIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ERNX.DELITDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.17%

7.84%

-7.67%

Volatility (6M)

Calculated over the trailing 6-month period

0.56%

20.71%

-20.15%

Volatility (1Y)

Calculated over the trailing 1-year period

0.74%

31.74%

-31.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.68%

30.39%

-29.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.68%

29.90%

-29.22%

ERNX.DE vs. LIT - Expense Ratio Comparison

ERNX.DE has a 0.09% expense ratio, which is lower than LIT's 0.75% expense ratio.


Dividends

ERNX.DE vs. LIT - Dividend Comparison

ERNX.DE has not paid dividends to shareholders, while LIT's dividend yield for the trailing twelve months is around 0.38%.


PositionTTM20252024202320222021202020192018201720162015
ERNX.DE
iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LIT
Global X Lithium & Battery Tech ETF
0.38%0.49%0.93%1.11%0.99%0.22%0.40%1.85%2.52%3.26%2.15%0.24%

Frequently Asked Questions


ERNX.DE and LIT have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ERNX.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ERNX.DE is cheaper with a 0.09% expense ratio, compared with 0.75% for LIT.

ERNX.DE is categorized as Ultrashort Bond, while LIT is Commodity Producers Equities. ERNX.DE tracks Markit iBoxx EUR Liquid Investment Grade Ultrashort Index, while LIT tracks Solactive Global Lithium Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.09% for ERNX.DE and 0.75% for LIT.

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