KARS vs LIT: which is really different?

KARS and LIT hold 34% of their weight in the same names, and LIT returned +21.2% over the year. KraneShares Electric Vehicles and Future Mobility Index ETF and Global X Lithium & Battery Tech ETF.

6.5%
KARS in the S&P 500
8.6%
LIT in the S&P 500
−8.5%
KARS total return, 1 year
+21.2%
LIT total return, 1 year
KARS · 1 year to Sep 30, 202694% of its weight is outside the S&P 500
94% of its weight is outside the S&P 5007% of KARS's weight is in S&P 500 companies and 94% is outside the index7%94%inof its weight outside the S&P 500active share 98% · top ten 40% of the fund · 86 holdings filed Sep 30, 2026 · Nasdaq-100: 4% in94% of its weight is outside the S&P 5007% of KARS's weight is in S&P 500 companies and 94% is outside the index7%94%7% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 98% · top ten 40% of the fund

7% of KARS's weight is in S&P 500 companies and 94% is outside the index

LIT · 1 year to Sep 30, 202691% of its weight is outside the S&P 500
91% of its weight is outside the S&P 5009% of LIT's weight is in S&P 500 companies and 91% is outside the index9%91%inof its weight outside the S&P 500active share 98% · top ten 67% of the fund · 48 holdings filed Sep 30, 2026 · Nasdaq-100: 4% in91% of its weight is outside the S&P 5009% of LIT's weight is in S&P 500 companies and 91% is outside the index9%91%9% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 98% · top ten 67% of the fund

9% of LIT's weight is in S&P 500 companies and 91% is outside the index

ETFIQ Off-Index Score · KARS scores higherHow much of it is not the index it is sold as an alternative to?
0.1, the lowest in this set92.0, the highest

A percentile among the 375 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it → How it is computed →

What they hold in common

By the books each fund has filed, KARS and LIT hold 34% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 30, 2026.

half

34% in common

Positions both hold, largest shared weight first
Holding KARS LIT
Panasonic Holdings Corporation 4.95% 7.32%
SAMSUNG SDI CO LTD 4.91% 5.65%
TESLA INC 4.35% 4.39%
CONTEMPORARY AMPEREX TECHN-A 3.49% 3.14%
LG ENERGY SOLUTION 2.45% 4.17%
PLS GROUP LTD 2.22% 2.64%
ALBEMARLE CORP 2.15% 4.17%
EVE ENERGY CO LTD-A 1.30% 3.33%
ECOPRO BM CO LTD 1.25% 1.43%
IGO LTD 0.98% 1.02%
MINERAL RESOURCES LTD 0.88% 2.07%
GANFENG LITHIUM GROUP CO L-A 0.83% 2.31%
Only in KARS
STMICROELECTRONICS NV 4.83%
BYD CO LTD -A 4.22%
XIAOMI CORP-CLASS B 4.21%
BAYERISCHE MOTOREN WERKE AG 4.07%
RIVIAN AUTOMOTIVE INC-A 2.59%
CMOC GROUP LTD-A 2.55%
AURORA INNOVATION INC 2.44%
SQM/B 2.41%
Only in LIT
RIO TINTO PLC-SPON ADR 22.75%
NAURA TECHNOLOGY GROUP CO-A 6.37%
TDK CORP 5.73%
BYD CO LTD-H 3.21%
QUIMICA Y MINERA CHIL-SP ADR 3.09%
ENERSYS 2.24%
SINOMINE RESOURCE GROUP CO-A 1.25%
JIANGXI SPECIAL ELECTRIC -A 0.58%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.

34% of the two portfolios are the same securities at the same weight.

Performance, window by window

Total returnvs the S&P 500vs the Nasdaq-100
WindowKARSLITKARSLITKARSLIT
3 months−12.4%−12.3%−14.9 pts−14.8 pts−14.5 pts−14.4 pts
6 months−13.8%−7.7%−30.8 pts−24.7 pts−40.7 pts−34.6 pts
1 year−8.5%+21.2%−24.3 pts+5.5 pts−32.3 pts−2.6 pts
3 years+2.6%+27.4%−82.3 pts−57.6 pts−107.3 pts−82.6 pts
Since launch
KARS Jan 2018 · LIT Jul 2010
+25.2%+159.4%−185.6 pts−661.0 pts−345.6 pts−1587.0 pts

KARS and LIT over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →

On the same fields

KARS
KraneShares Electric Vehicles and Future Mobility Index ETF · Holds 86 stocks in electric vehicles and batteries, 6% of its weight in S&P 500 companies
LIT
Global X Lithium & Battery Tech ETF · Holds 48 stocks in lithium and battery metals, 9% of its weight in S&P 500 companies
Issuer KraneShares Global X
Theme Electric vehicles and batteries Lithium and battery metals
In the S&P 500 6.5% 8.6%
Active share vs the S&P 500 98.1% 98.1%
In the Nasdaq-100 4.4% 4.4%
Holdings 86 48
Top ten, share of the fund 40.2% 67.1%
Expense ratio 0.69% 0.75%
Fee for the differing part 0.70% 0.76%
Total return, 1 year −8.5% +21.2%
vs the S&P 500 −24.3 pts +5.5 pts
vs the Nasdaq-100 −32.3 pts −2.6 pts
Below its high −44.6% −26.0%
Net assets $73m $1.4bn

KARS and LIT on the same fields, as of Sep 30, 2026. Source: ETFIQ.

KARS in plain words

By weight, 6% of KARS's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 40% of the fund across 86 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned −8.5% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 24.2 pts. It sits 44.6% below its all-time high of Nov 8, 2021.

LIT in plain words

By weight, 9% of LIT's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 67% of the fund across 48 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned +21.2% with distributions reinvested against +15.7% for the S&P 500, so a holder was ahead by 5.5 pts. It sits 26.0% below its all-time high of Nov 8, 2021.

Questions people ask

Do KARS and LIT hold the same stocks?
By their latest filings, 34% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, KARS or LIT?
KARS has 6% of its weight in S&P 500 names and LIT has 9%, so KARS differs more from the index.
Which is cheaper, KARS or LIT?
KARS charges 0.69% a year and LIT charges 0.75%, so KARS is cheaper. Fees come from each fund's prospectus.
Cite this page

ETFIQ, KARS against LIT, data as of Sep 30, 2026. https://etfiq.com/compare/themes/kars-vs-lit

Open data

Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.