LIT vs. VCR
LIT (Global X Lithium & Battery Tech ETF) and VCR (Vanguard Consumer Discretionary ETF) are both exchange-traded funds - LIT is a Lithium & Battery Metals fund tracking the Solactive Global Lithium Index, while VCR is a Consumer Discretionary Equities fund tracking the MSCI US Investable Market Consumer Discretionary 25/50 Index. Both are passively managed. Over the past 10 years, LIT returned 12.46%/yr vs 13.26%/yr for VCR. A 0.61 correlation means they provide meaningful diversification when combined. LIT charges 0.75%/yr vs 0.10%/yr for VCR.
Performance
LIT vs. VCR - Performance Comparison
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Returns By Period
In the year-to-date period, LIT achieves a 10.84% return, which is significantly higher than VCR's -0.08% return. Over the past 10 years, LIT has underperformed VCR with an annualized return of 12.46%, while VCR has yielded a comparatively higher 13.26% annualized return.
LIT
- 1D
- 1.91%
- 1M
- -12.73%
- 6M
- 1.95%
- YTD
- 10.84%
- 1Y
- 77.76%
- 3Y*
- 2.67%
- 5Y*
- -1.33%
- 10Y*
- 12.46%
VCR
- 1D
- -0.08%
- 1M
- 0.01%
- 6M
- -4.33%
- YTD
- -0.08%
- 1Y
- 6.57%
- 3Y*
- 11.18%
- 5Y*
- 5.44%
- 10Y*
- 13.26%
LIT vs. VCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIT Global X Lithium & Battery Tech ETF | 10.84% | 60.05% | -19.19% | -12.18% | -29.91% | 36.74% | 127.88% | 3.27% | -28.63% | 64.19% |
VCR Vanguard Consumer Discretionary ETF | -0.08% | 5.77% | 24.27% | 40.38% | -35.15% | 24.86% | 48.36% | 27.45% | -2.31% | 22.82% |
Correlation
The correlation between LIT and VCR is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jul 23, 2010 | 0.61 |
Over the past year, the correlation between LIT and VCR has dropped to 0.39 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
LIT vs. VCR — Risk / Return Rank
LIT
VCR
LIT vs. VCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Lithium & Battery Tech ETF (LIT) and Vanguard Consumer Discretionary ETF (VCR). 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.
| LIT | VCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.92 | ||
| Sortino ratioReturn per unit of downside risk | +2.18 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.07 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | 0.42 | +2.97 |
| Martin ratioReturn relative to average drawdown | 12.34 | 1.26 | +11.08 |
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Drawdowns
LIT vs. VCR - Drawdown Comparison
The maximum LIT drawdown since its inception was -65.91%, which is greater than VCR's maximum drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for LIT and VCR.
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Drawdown Indicators
| LIT | VCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.91% | -61.54% | -4.37% |
Max Drawdown (1Y)Largest decline over 1 year | -23.01% | -15.59% | -7.42% |
Max Drawdown (3Y)Largest decline over 3 years | -52.39% | -27.36% | -25.03% |
Max Drawdown (5Y)Largest decline over 5 years | -65.91% | -39.20% | -26.71% |
Max Drawdown (10Y)Largest decline over 10 years | -65.91% | -39.20% | -26.71% |
Current DrawdownCurrent decline from peak | -22.51% | -4.63% | -17.88% |
Average DrawdownAverage peak-to-trough decline | -33.51% | -9.38% | -24.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.32% | 5.22% | +1.10% |
Volatility
LIT vs. VCR - Volatility Comparison
Global X Lithium & Battery Tech ETF (LIT) has a higher volatility of 9.22% compared to Vanguard Consumer Discretionary ETF (VCR) at 5.65%. This indicates that LIT's price experiences larger fluctuations and is considered to be riskier than VCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIT | VCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.22% | 5.65% | +3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 24.63% | 14.04% | +10.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.41% | 18.93% | +15.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.08% | 24.15% | +7.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.74% | 22.43% | +8.31% |
LIT vs. VCR - Expense Ratio Comparison
LIT has a 0.75% expense ratio, which is higher than VCR's 0.10% expense ratio.
Dividends
LIT vs. VCR - Dividend Comparison
LIT's dividend yield for the trailing twelve months is around 0.70%, less than VCR's 0.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIT Global X Lithium & Battery Tech ETF | 0.70% | 0.49% | 0.93% | 1.11% | 0.99% | 0.22% | 0.40% | 1.85% | 2.52% | 3.26% | 2.15% | 0.24% |
VCR Vanguard Consumer Discretionary ETF | 0.73% | 0.74% | 0.74% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% |
Frequently Asked Questions
LIT and VCR have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIT has higher volatility (9.22%) compared to VCR (5.65%). In terms of maximum drawdown, LIT dropped -65.91% vs VCR's -61.54%.
On 10-year performance, VCR leads with 13.26% vs 12.46% for LIT. On fees, VCR is cheaper at 0.10% per year. On volatility, VCR has been the lower-risk option at 5.65%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, VCR has performed better with a 13.26% return vs 12.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VCR is cheaper with a 0.10% expense ratio, compared with 0.75% for LIT.
VCR has the higher dividend yield at 0.73%, compared with 0.70% for LIT.
LIT is categorized as Lithium & Battery Metals, while VCR is Consumer Discretionary Equities. LIT tracks Solactive Global Lithium Index, while VCR tracks MSCI US Investable Market Consumer Discretionary 25/50 Index. They also come from different issuers: Global X and Vanguard. Their fees differ too: 0.75% for LIT and 0.10% for VCR.
LIT currently has the higher Sharpe Ratio (2.27 vs 0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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