LITU.L vs. CHRG.L

Last updated Jun 26, 2026

LITU.L (Global X Lithium & Battery Tech UCITS ETF USD Acc) and CHRG.L (WisdomTree Battery Solutions UCITS ETF - USD Acc) are both Lithium & Battery Metals funds - LITU.L tracks the Solactive Global Lithium v2 Index while CHRG.L tracks the WisdomTree Battery Solutions Index. Both are passively managed. Over the past 3 years, LITU.L returned 8.31%/yr vs 13.25%/yr for CHRG.L. A 0.79 correlation means they provide meaningful diversification when combined. LITU.L charges 0.60%/yr vs 0.40%/yr for CHRG.L.

Performance

LITU.L vs. CHRG.L - Performance Comparison

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

Different Trading Currencies

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

Returns By Period

In the year-to-date period, LITU.L achieves a 19.83% return, which is significantly higher than CHRG.L's 17.96% return.

LITU.L

• 1D: -0.84%
• 1M: -8.95%
• YTD: 19.83%
• 6M: 16.96%
• 1Y: 105.52%
• 3Y*: 8.31%
• 5Y*: —
• 10Y*: —

CHRG.L

• 1D: -2.05%
• 1M: -13.72%
• YTD: 17.96%
• 6M: 15.99%
• 1Y: 71.59%
• 3Y*: 13.25%
• 5Y*: 2.31%
• 10Y*: —

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

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

	2026 (YTD)	2025	2024	2023	2022	2021
LITU.L Global X Lithium & Battery Tech UCITS ETF USD Acc	19.83%	59.24%	-19.98%	-10.74%	-29.93%	-3.68%
CHRG.L WisdomTree Battery Solutions UCITS ETF - USD Acc	17.96%	55.18%	-13.38%	-4.90%	-27.75%	-1.87%

Correlation

The correlation between LITU.L and CHRG.L is 0.74, 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	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.77
Correlation (All Time) Calculated using the full available price history since Dec 7, 2021	0.79

The correlation between LITU.L and CHRG.L has been stable across timeframes, ranging from 0.74 to 0.79 - a consistent structural relationship.

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

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

Return for Risk

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

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

LITU.L

LITU.L Risk / Return Rank: 92
LITU.L Sharpe Ratio Rank: 95
LITU.L Sortino Ratio Rank: 89
LITU.L Omega Ratio Rank: 87
LITU.L Calmar Ratio Rank: 94
LITU.L Martin Ratio Rank: 93

CHRG.L

CHRG.L Risk / Return Rank: 88
CHRG.L Sharpe Ratio Rank: 91
CHRG.L Sortino Ratio Rank: 85
CHRG.L Omega Ratio Rank: 81
CHRG.L Calmar Ratio Rank: 93
CHRG.L Martin Ratio Rank: 88

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.

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

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

	LITU.L	CHRG.L	Difference
Sharpe ratio: Return per unit of total volatility	3.26	2.40	+0.86
Sortino ratio: Return per unit of downside risk	3.62	3.00	+0.63
Omega ratio: Gain probability vs. loss probability	1.47	1.37	+0.10
Calmar ratio: Return relative to maximum drawdown	6.45	4.84	+1.61
Martin ratio: Return relative to average drawdown	20.42	14.26	+6.16

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

The current LITU.L Sharpe Ratio is 3.26, which is higher than the CHRG.L Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of LITU.L and CHRG.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

LITU.L vs. CHRG.L - Drawdown Comparison

The maximum LITU.L drawdown since its inception was -62.94%, which is greater than CHRG.L's maximum drawdown of -55.49%. Use the drawdown chart below to compare losses from any high point for LITU.L and CHRG.L.

Drawdown Indicators

	LITU.L	CHRG.L	Difference
Max Drawdown Largest peak-to-trough decline	-62.94%	-55.49%	-7.45%
Max Drawdown (1Y) Largest decline over 1 year	-16.27%	-14.72%	-1.55%
Max Drawdown (3Y) Largest decline over 3 years	-51.89%	-40.33%	-11.56%
Max Drawdown (5Y) Largest decline over 5 years	—	-55.49%	—
Current Drawdown Current decline from peak	-14.46%	-14.72%	+0.26%
Average Drawdown Average peak-to-trough decline	-34.98%	-24.13%	-10.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.15%	5.00%	+0.15%

Volatility

LITU.L vs. CHRG.L - Volatility Comparison

Global X Lithium & Battery Tech UCITS ETF USD Acc (LITU.L) has a higher volatility of 10.62% compared to WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) at 9.38%. This indicates that LITU.L's price experiences larger fluctuations and is considered to be riskier than CHRG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LITU.L	CHRG.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.62%	9.38%	+1.24%
Volatility (6M) Calculated over the trailing 6-month period	23.19%	21.74%	+1.45%
Volatility (1Y) Calculated over the trailing 1-year period	32.19%	29.73%	+2.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.62%	28.25%	+2.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.62%	3,129.67%	-3,099.05%

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

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

Dividends

LITU.L vs. CHRG.L - Dividend Comparison

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

Tickers have no history of dividend payments

Frequently Asked Questions

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

LITU.L and CHRG.L have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

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

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

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