LIT vs XLU

Global X Lithium & Battery Tech ETF vs Utilities Select Sector SPDR

Quick take
  • • XLU has the lower expense ratio at 0.08% vs 0.75% for LIT.
  • • XLU pays a higher dividend yield (2.79%).

Side-by-side metrics

MetricLITXLU
Expense ratio
Annual fee. Lower is better.
0.75%0.08%
Dividend yield
Trailing 12-month yield.
0.84%2.79%
AUM
Assets under management — bigger funds are typically more liquid.
$1.12B$24.25B
YTD return
-5.01%4.71%
1-year return
——
3-year return
Annualized.
——
5-year return
Annualized.
——
10-year return
Annualized.
——
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.390.34
P/E ratio
20.5617.99
Last price
$61.29$43.74
Inception
——
Issuer
Global XState Street

LIT top holdings

Top holdings · LIT
RIORio Tinto PLC ADR22.91%
006400.KQSamsung SDI Co Ltd7.00%
6752.TPanasonic Holdings Corp6.68%
002371.SZNAURA Technology Group Co Ltd Class A5.75%
TSLATesla Inc5.73%
6762.TTDK Corp5.71%
373220.KQLG Energy Solution Ltd4.93%
ALBAlbemarle Corp4.15%
300014.SZEVE Energy Co Ltd Class A3.65%
01211BYD Co Ltd Class H3.35%
Sector breakdown · LIT
Consumer Cyclical9.2%
Basic Materials46.4%
Technology18.0%
Industrials26.4%

XLU top holdings

Top holdings · XLU
NEENextEra Energy Inc12.77%
SOSouthern Co7.88%
DUKDuke Energy Corp7.26%
CEGConstellation Energy Corp6.32%
AEPAmerican Electric Power Co Inc5.18%
DDominion Energy Inc4.28%
SRESempra4.11%
ETREntergy Corp3.76%
XELXcel Energy Inc3.65%
EXCExelon Corp3.48%
Sector breakdown · XLU
Utilities100.0%

About LIT

LIT (Global X Lithium & Battery Tech ETF) is Full lithium cycle from mining to battery production. Managed by Global X, the fund carries $1.1B in assets under management, an expense ratio of 0.75%, a dividend yield of 0.84%. Its largest holding is Rio Tinto PLC ADR (RIO), which represents 22.9% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 9.2%.

About XLU

XLU (Utilities Select Sector SPDR) is S&P 500 utilities sector. Managed by State Street, the fund carries $24.3B in assets under management, an expense ratio of 0.08%, a dividend yield of 2.79%. Its largest holding is NextEra Energy Inc (NEE), which represents 12.8% of the portfolio. Utilities is the fund's largest sector exposure at 100.0%.