LIT vs. VCR
Compare and contrast key facts about Global X Lithium & Battery Tech ETF (LIT) and Vanguard Consumer Discretionary ETF (VCR).
LIT and VCR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004. Both LIT and VCR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIT or VCR.
Key characteristics
| LIT | VCR | |
|---|---|---|
| YTD Return | -15.96% | -0.50% |
| 1Y Return | -28.30% | 21.96% |
| 3Y Return (Ann) | -11.43% | -0.34% |
| 5Y Return (Ann) | 10.08% | 12.00% |
| 10Y Return (Ann) | 6.47% | 12.80% |
| Sharpe Ratio | -0.99 | 1.42 |
| Daily Std Dev | 26.71% | 17.58% |
| Max Drawdown | -61.91% | -61.54% |
| Current Drawdown | -54.57% | -13.06% |
Correlation
The correlation between LIT and VCR is 0.64, 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.
Performance
LIT vs. VCR - Performance Comparison
In the year-to-date period, LIT achieves a -15.96% return, which is significantly lower than VCR's -0.50% return. Over the past 10 years, LIT has underperformed VCR with an annualized return of 6.47%, while VCR has yielded a comparatively higher 12.80% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LIT vs. VCR - Expense Ratio Comparison
LIT has a 0.75% expense ratio, which is higher than VCR's 0.10% expense ratio.
Risk-Adjusted Performance
LIT vs. VCR - Risk-Adjusted Performance 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.
Dividends
LIT vs. VCR - Dividend Comparison
LIT's dividend yield for the trailing twelve months is around 1.32%, more than VCR's 0.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIT Global X Lithium & Battery Tech ETF | 1.32% | 1.11% | 0.99% | 0.22% | 0.40% | 1.85% | 2.52% | 3.26% | 2.15% | 0.24% | 1.07% | 0.32% |
VCR Vanguard Consumer Discretionary ETF | 0.82% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% | 1.23% | 0.84% |
Drawdowns
LIT vs. VCR - Drawdown Comparison
The maximum LIT drawdown since its inception was -61.91%, roughly equal to the maximum VCR drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for LIT and VCR. For additional features, visit the drawdowns tool.
Volatility
LIT vs. VCR - Volatility Comparison
Global X Lithium & Battery Tech ETF (LIT) has a higher volatility of 7.17% compared to Vanguard Consumer Discretionary ETF (VCR) at 4.53%. 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.