VCR vs. LIT
Compare and contrast key facts about Vanguard Consumer Discretionary ETF (VCR) and Global X Lithium & Battery Tech ETF (LIT).
VCR and LIT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both VCR and LIT 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: VCR or LIT.
Key characteristics
| VCR | LIT | |
|---|---|---|
| YTD Return | 2.10% | -9.05% |
| 1Y Return | 25.46% | -22.89% |
| 3Y Return (Ann) | 0.72% | -8.70% |
| 5Y Return (Ann) | 13.11% | 12.20% |
| 10Y Return (Ann) | 13.07% | 7.59% |
| Sharpe Ratio | 1.58 | -0.76 |
| Daily Std Dev | 17.64% | 27.32% |
| Max Drawdown | -61.54% | -61.91% |
| Current Drawdown | -10.79% | -50.83% |
Correlation
The correlation between VCR and LIT 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
VCR vs. LIT - Performance Comparison
In the year-to-date period, VCR achieves a 2.10% return, which is significantly higher than LIT's -9.05% return. Over the past 10 years, VCR has outperformed LIT with an annualized return of 13.07%, while LIT has yielded a comparatively lower 7.59% 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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VCR vs. LIT - Expense Ratio Comparison
VCR has a 0.10% expense ratio, which is lower than LIT's 0.75% expense ratio.
Risk-Adjusted Performance
VCR vs. LIT - Risk-Adjusted Performance 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.
Dividends
VCR vs. LIT - Dividend Comparison
VCR's dividend yield for the trailing twelve months is around 0.80%, less than LIT's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | 0.80% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% | 1.23% | 0.84% |
LIT Global X Lithium & Battery Tech ETF | 1.22% | 1.11% | 0.99% | 0.22% | 0.40% | 1.85% | 2.52% | 3.26% | 2.15% | 0.24% | 1.07% | 0.32% |
Drawdowns
VCR vs. LIT - Drawdown Comparison
The maximum VCR drawdown since its inception was -61.54%, roughly equal to the maximum LIT drawdown of -61.91%. Use the drawdown chart below to compare losses from any high point for VCR and LIT. For additional features, visit the drawdowns tool.
Volatility
VCR vs. LIT - Volatility Comparison
The current volatility for Vanguard Consumer Discretionary ETF (VCR) is 5.52%, while Global X Lithium & Battery Tech ETF (LIT) has a volatility of 9.70%. 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.