IBAT vs LIT
iShares Energy Storage & Materials ETF against Global X Lithium & Battery Tech ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
18%
8 shared positions
Fee gap
28 bp
IBAT is cheaper
1-year return gap
14.7 pts
IBAT is ahead
Larger fund
LIT
$1.3B
Side by side
| IBAT | LIT | |
|---|---|---|
| Fund | iShares Energy Storage & Materials ETF | Global X Lithium & Battery Tech ETF |
| Issuer | iShares | Global X |
| Category | Energy | EVs & Batteries |
| Expense ratio | 0.47% | 0.75% |
| Assets | $60M | $1.3B |
| Average daily dollar volume | $550K | $10M |
| Listed | Mar 19, 2024 | Jul 22, 2010 |
| FrenzyCap score | 36 | 43 |
| 1-month return | −4.0% | −8.3% |
| 3-month return | −2.9% | −6.5% |
| Year to date | +34.2% | −0.4% |
| 1-year return | +27.2% | +12.5% |
| 30-day volatility | 24.8% | 20.0% |
| Worst drawdown, 1 year | −25.9% | −30.1% |
| Trailing 12-month yield | 0.79% | 0.78% |
| Holdings | 99 | 46 |
| Top 10 weight | 55.2% | 69.3% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$12M thru Jul 2026 | −$194M thru Jul 2026 |
| 30-day implied volatility | — | 26.9% |
| Holdings as of | as of Oct 16, 2026issuer data | as of Oct 19, 2026issuer data |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
18% of IBAT · 30% of LIT| Holding | IBAT | LIT |
|---|---|---|
| TDK | 6.45% | 5.86% |
| SAMSUNG SDI LTD | 4.57% | 6.97% |
| CONTEMPORARY AMPEREX TECHNOLOGY A | 2.70% | 3.05% |
| LG ENERGY SOLUTION LTD | 2.49% | 5.41% |
| ENS | 1.55% | 2.17% |
| EVE ENERGY A | 0.23% | 3.19% |
| GANFENG LITHIUM GROUP LTD A | 0.14% | 2.15% |
| SUNWODA ELECTRONIC LTD A | 0.08% | 1.26% |
Sector mix of the stock holdings
| Sector | IBAT | LIT | Gap |
|---|---|---|---|
| Materials | 11.6% | 29.9% | −18.3% |
| Industrials | 14.2% | 2.2% | +12.1% |
| Consumer Discretionary | 0.0% | 5.0% | −5.0% |
| Technology | 1.5% | 0.0% | +1.5% |
More: full overlap table · IBAT holdings · LIT holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.