VCR vs. LIT
VCR (Vanguard Consumer Discretionary ETF) and LIT (Global X Lithium & Battery Tech ETF) are both exchange-traded funds - VCR is a Consumer Discretionary Equities fund tracking the MSCI US Investable Market Consumer Discretionary 25/50 Index, while LIT is a Lithium & Battery Metals fund tracking the Solactive Global Lithium Index. Both are passively managed. Over the past 10 years, VCR returned 13.79%/yr vs 14.81%/yr for LIT. A 0.61 correlation means they provide meaningful diversification when combined. VCR charges 0.10%/yr vs 0.75%/yr for LIT.
Performance
VCR vs. LIT - Performance Comparison
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Returns By Period
In the year-to-date period, VCR achieves a -1.51% return, which is significantly lower than LIT's 27.30% return. Over the past 10 years, VCR has underperformed LIT with an annualized return of 13.79%, while LIT has yielded a comparatively higher 14.81% annualized return.
VCR
- 1D
- -1.81%
- 1M
- -1.91%
- YTD
- -1.51%
- 6M
- -3.86%
- 1Y
- 10.99%
- 3Y*
- 12.87%
- 5Y*
- 5.42%
- 10Y*
- 13.79%
LIT
- 1D
- 0.51%
- 1M
- -3.18%
- YTD
- 27.30%
- 6M
- 26.02%
- 1Y
- 129.27%
- 3Y*
- 10.70%
- 5Y*
- 4.07%
- 10Y*
- 14.81%
VCR vs. LIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | -1.51% | 5.77% | 24.27% | 40.38% | -35.15% | 24.86% | 48.36% | 27.45% | -2.31% | 22.82% |
LIT Global X Lithium & Battery Tech ETF | 27.30% | 60.05% | -19.19% | -12.18% | -29.91% | 36.74% | 127.88% | 3.27% | -28.63% | 64.19% |
Correlation
The correlation between VCR and LIT is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
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 VCR and LIT has dropped to 0.40 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
VCR vs. LIT — Risk / Return Rank
VCR
LIT
VCR vs. LIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary ETF (VCR) 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.
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.
| VCR | LIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.25 | ||
| Sortino ratioReturn per unit of downside risk | -3.20 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.55 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | 7.90 | -7.19 |
| Martin ratioReturn relative to average drawdown | 2.16 | 28.08 | -25.92 |
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Drawdowns
VCR vs. LIT - Drawdown Comparison
The maximum VCR drawdown since its inception was -61.54%, smaller than the maximum LIT drawdown of -65.91%. Use the drawdown chart below to compare losses from any high point for VCR and LIT.
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Drawdown Indicators
| VCR | LIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.54% | -65.91% | +4.37% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -16.46% | +0.87% |
Max Drawdown (3Y)Largest decline over 3 years | -27.36% | -53.01% | +25.65% |
Max Drawdown (5Y)Largest decline over 5 years | -39.20% | -65.91% | +26.71% |
Max Drawdown (10Y)Largest decline over 10 years | -39.20% | -65.91% | +26.71% |
Current DrawdownCurrent decline from peak | -5.99% | -10.99% | +5.00% |
Average DrawdownAverage peak-to-trough decline | -9.39% | -33.56% | +24.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 4.62% | +0.48% |
Volatility
VCR vs. LIT - Volatility Comparison
The current volatility for Vanguard Consumer Discretionary ETF (VCR) is 6.35%, while Global X Lithium & Battery Tech ETF (LIT) has a volatility of 10.69%. This indicates that VCR 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
| VCR | LIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 10.69% | -4.34% |
Volatility (6M)Calculated over the trailing 6-month period | 13.92% | 23.79% | -9.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 33.94% | -15.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.10% | 32.03% | -7.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.47% | 30.78% | -8.31% |
VCR vs. LIT - Expense Ratio Comparison
VCR has a 0.10% expense ratio, which is lower than LIT's 0.75% expense ratio.
Dividends
VCR vs. LIT - Dividend Comparison
VCR's dividend yield for the trailing twelve months is around 0.74%, more than LIT's 0.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VCR Vanguard Consumer Discretionary ETF | 0.74% | 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
VCR and LIT have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIT has higher volatility (10.69%) compared to VCR (6.35%). In terms of maximum drawdown, VCR dropped -61.54% vs LIT's -65.91%.
On 10-year performance, LIT leads with 14.81% vs 13.79% for VCR. On fees, VCR is cheaper at 0.10% per year. On volatility, VCR has been the lower-risk option at 6.35%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, LIT has performed better with a 14.81% return vs 13.79%. 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 0.74%, compared with 0.38% for LIT.
VCR is categorized as Consumer Discretionary Equities, while LIT is Lithium & Battery Metals. VCR tracks MSCI US Investable Market Consumer Discretionary 25/50 Index, while LIT tracks Solactive Global Lithium Index. They also come from different issuers: Vanguard and Global X. Their fees differ too: 0.10% for VCR and 0.75% for LIT.
LIT currently has the higher Sharpe Ratio (3.84 vs 0.59), 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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