LIT vs. MTDR

Last updated Apr 2, 2026

Compare and contrast key facts about Global X Lithium & Battery Tech ETF (LIT) and Matador Resources Company (MTDR).

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

LIT vs. MTDR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Lithium & Battery Tech ETF (LIT) and Matador Resources Company (MTDR). The values are adjusted to include any dividend payments, if applicable.

LIT vs. MTDR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
MTDR Matador Resources Company	44.02%	-22.31%	0.37%	0.57%	55.83%	207.33%	-32.89%	15.71%	-50.11%	20.85%

Returns By Period

In the year-to-date period, LIT achieves a 14.77% return, which is significantly lower than MTDR's 44.02% return. Over the past 10 years, LIT has outperformed MTDR with an annualized return of 14.89%, while MTDR has yielded a comparatively lower 13.16% annualized return.

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%

MTDR

• 1D: -3.99%
• 1M: 12.08%
• YTD: 44.02%
• 6M: 36.65%
• 1Y: 22.43%
• 3Y*: 10.60%
• 5Y*: 20.47%
• 10Y*: 13.16%

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

Return for Risk

LIT vs. MTDR — Risk / Return Rank

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

LIT

LIT Risk / Return Rank: 96
LIT Sharpe Ratio Rank: 96
LIT Sortino Ratio Rank: 96
LIT Omega Ratio Rank: 94
LIT Calmar Ratio Rank: 97
LIT Martin Ratio Rank: 97

MTDR

MTDR Risk / Return Rank: 55
MTDR Sharpe Ratio Rank: 57
MTDR Sortino Ratio Rank: 52
MTDR Omega Ratio Rank: 53
MTDR Calmar Ratio Rank: 58
MTDR Martin Ratio Rank: 56

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.

LIT vs. MTDR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Lithium & Battery Tech ETF (LIT) and Matador Resources Company (MTDR). 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.

	LIT	MTDR	Difference
Sharpe ratio Return per unit of total volatility	2.74	0.47	+2.27
Sortino ratio Return per unit of downside risk	3.31	0.92	+2.38
Omega ratio Gain probability vs. loss probability	1.44	1.13	+0.32
Calmar ratio Return relative to maximum drawdown	5.29	0.75	+4.53
Martin ratio Return relative to average drawdown	20.38	1.54	+18.84
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LIT vs. MTDR - Sharpe Ratio Comparison

The current LIT Sharpe Ratio is 2.74, which is higher than the MTDR Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of LIT and MTDR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	LIT	MTDR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.74	0.47	+2.27
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.17	0.43	-0.27
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.49	0.20	+0.29
Sharpe Ratio (All Time) Calculated using the full available price history	0.24	0.21	+0.03

Correlation

The correlation between LIT and MTDR is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

LIT vs. MTDR - Dividend Comparison

LIT's dividend yield for the trailing twelve months is around 0.42%, less than MTDR's 2.27% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
MTDR Matador Resources Company	2.27%	3.09%	1.51%	1.14%	0.52%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

LIT vs. MTDR - Drawdown Comparison

The maximum LIT drawdown since its inception was -65.91%, smaller than the maximum MTDR drawdown of -96.50%. Use the drawdown chart below to compare losses from any high point for LIT and MTDR.

Drawdown Indicators

	LIT	MTDR	Difference
Max Drawdown Largest peak-to-trough decline	-65.91%	-96.50%	+30.59%
Max Drawdown (1Y) Largest decline over 1 year	-17.61%	-29.79%	+12.18%
Max Drawdown (5Y) Largest decline over 5 years	-65.91%	-48.29%	-17.62%
Max Drawdown (10Y) Largest decline over 10 years	-65.91%	-96.50%	+30.59%
Current Drawdown Current decline from peak	-19.76%	-11.76%	-8.00%
Average Drawdown Average peak-to-trough decline	-33.90%	-25.21%	-8.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.57%	14.57%	-10.00%

Volatility

LIT vs. MTDR - Volatility Comparison

The current volatility for Global X Lithium & Battery Tech ETF (LIT) is 9.75%, while Matador Resources Company (MTDR) has a volatility of 10.60%. This indicates that LIT experiences smaller price fluctuations and is considered to be less risky than MTDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LIT	MTDR	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.75%	10.60%	-0.85%
Volatility (6M) Calculated over the trailing 6-month period	24.73%	28.53%	-3.80%
Volatility (1Y) Calculated over the trailing 1-year period	34.53%	47.98%	-13.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.66%	47.57%	-15.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.50%	65.04%	-34.54%