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Upturn AI SWOT - About
Global X Lithium & Battery Tech ETF (LIT)
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Upturn Advisory Summary
07/29/2025: LIT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.93% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 31.33 - 48.79 | Updated Date 06/29/2025 |
52 Weeks Range 31.33 - 48.79 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X Lithium & Battery Tech ETF
ETF Overview
Overview
The Global X Lithium & Battery Tech ETF (LIT) seeks to invest in companies involved in the lithium cycle, from mining to battery production, offering exposure to the growing electric vehicle and energy storage markets.
Reputation and Reliability
Global X is a well-established ETF provider known for its thematic and innovative investment products.
Management Expertise
Global X has a dedicated team of investment professionals with experience in managing thematic ETFs.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Global Lithium Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Solactive Global Lithium Index, which measures the performance of companies involved in the lithium cycle.
Composition The ETF primarily holds stocks of companies engaged in lithium mining, refining, and battery production.
Market Position
Market Share: The ETF holds a significant portion of the market share, but varies depending on competitor funds within the lithium and battery technology sector.
Total Net Assets (AUM): 3050000000
Competitors
Key Competitors
- FMET
- BATT
- LITP
Competitive Landscape
The lithium and battery tech ETF market is competitive, with several funds offering exposure to the sector. LIT has a first-mover advantage and higher AUM, but newer ETFs may have lower expense ratios or different investment strategies. A potential disadvantage is the higher expense ratio versus some competitors.
Financial Performance
Historical Performance: Historical performance varies depending on the period analyzed and market conditions affecting the lithium and battery technology sectors.
Benchmark Comparison: The ETF's performance is designed to track the Solactive Global Lithium Index, so the effectiveness is measured by the tracking error.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF exhibits a relatively high average trading volume, reflecting strong investor interest and ease of trading.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, government policies supporting renewable energy, and the growth of the electric vehicle market heavily influence this ETF.
Growth Trajectory
Growth trends are tied to the increasing demand for electric vehicles and energy storage solutions, leading to potential expansion of holdings within the lithium supply chain.
Moat and Competitive Advantages
Competitive Edge
Global X Lithium & Battery Tech ETF benefits from a first-mover advantage in the lithium and battery tech sector. Its established presence and brand recognition provide it with a competitive edge. The ETF's relatively high AUM enhances its liquidity, making it easier for investors to trade in and out of the fund. Furthermore, Global X's expertise in thematic ETFs strengthens the ETF's reputation and investor confidence.
Risk Analysis
Volatility
The ETF's volatility can be high due to the cyclical nature of commodity prices and the rapid technological advancements in the battery technology sector.
Market Risk
The ETF is subject to market risk, including fluctuations in lithium prices, changes in government regulations, and competition within the electric vehicle and battery industries.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the long-term growth potential of the electric vehicle and energy storage markets. These investors are growth-oriented.
Market Risk
The ETF is best suited for long-term investors who understand the risks associated with investing in a specific sector and are willing to accept potential volatility.
Summary
Global X Lithium & Battery Tech ETF (LIT) provides targeted exposure to the lithium and battery technology sectors. It seeks to track the Solactive Global Lithium Index, holding companies involved in lithium mining, refining, and battery production. It's suitable for long-term growth investors despite having potentially higher volatility, and faces strong competition in the ETF market. While it boasts significant AUM, understanding the evolving energy market and technological advancements is crucial for investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X Lithium & Battery Tech ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the underlying index. The underlying index is designed to measure broad-based equity market performance of global companies involved in the lithium industry. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.