Lithium ETFs: what each one holds
Funds that hold lithium miners and processors and the other battery metals, rather than the carmakers that buy them. 5 funds, largest first, measured by holdings rather than by name. The typical fund carries 8% of its weight in S&P 500 names, which is the 48th most of the 53 themes here with filed books.
The short answers
What these funds actually own
Between them the 5 funds' ten largest holdings name 37 companies, of which 10 appear in more than one. Sociedad Quimica y Minera de Chile SA is among the ten largest of 3 of them, at an average of 7.4% of the fund.
Lithium and battery metals ETFs, the companies their ten largest holdings name. The 15 most widely held of 37. Source: each fund's latest SEC filing or its issuer’s own daily holdings file, read by ETFIQ.
How this is counted
Each fund files its whole book and this counts the ten largest out of it, so a fund missing from a row may still hold that company below its own tenth position. Weights are of the funds that name it, never of the theme.
Share of each fund's weight in companies that are also in the S&P 500. Above half, a theme fund is mostly the S&P 500 under a different name.
The 5 largest lithium ETFs
ETFIQ covers 5 lithium ETFs. The largest are LIT ($1.5bn), BATT ($111m) and LITP ($31m); fees run 0.47% to 0.75%, as of .
Every lithium ETF, largest first
Click a column to sort| Ticker | Fund | Issuer | Net assets ↓ | In the S&P 500 | Active share | Total return 1Y | vs S&P 500 | Fee |
|---|---|---|---|---|---|---|---|---|
| LIT | Global X Lithium & Battery Tech ETF → | Global X | $1.5bn | 8.5% | 98.1% | +18.8% | +1.5 pts | 0.75% |
| BATT | Amplify Lithium & Battery Technology ETF → | Amplify | $111m | 16.0% | 98.0% | +11.8% | −5.4 pts | 0.59% |
| LITP | Sprott Lithium Miners ETF → | Sprott | $31m | 10.2% | 100.0% | −11.2% | −28.5 pts | 0.65% |
| ILIT | iShares Lithium Miners and Producers ETF → | iShares | $12m | 7.8% | 100.0% | −6.5% | −23.8 pts | 0.47% |
| ION | ProShares S&P Global Core Battery Metals ETF → | ProShares | $11m | 2.6% | 100.0% | +9.5% | −7.8 pts | 0.58% |
How much of each pair is the same fund
The closest pair is ILIT and LITP, which hold 53% of their weight in the same companies. The furthest apart is BATT and ILIT at 4%. The middle pair of the 10 is 14%.
Lithium ETFs, the share of each pair’s weight held in the same companies. Read across or down; the figure is the same either way. Cells are shaded against the closest pair here, 53%. Source: each fund’s own filed or daily holdings, read by ETFIQ.
How to read the grid
Weight overlap is the sum, over every company both funds hold, of the smaller of the two weights. Funds whose published book is cut short are left out rather than compared short, which would read as two funds being more different than they are.
What each fund holds alone
The largest holding no other fund in the grid holds, and how much of the fund is in names none of the others own.
Lithium ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ.
Questions people ask
- How many lithium ETFs are there?
- ETFIQ covers 5 US listed lithium ETFs as of Oct 9, 2026. That is every one it can measure from the fund’s own published holdings.
- What is the largest lithium ETF?
- LIT, Global X Lithium & Battery Tech ETF, at $1.5bn in net assets, the largest of the 5 lithium ETFs with a published size as of Oct 9, 2026.
- What is the cheapest lithium ETF?
- ILIT, iShares Lithium Miners and Producers ETF, at 0.47% a year, the lowest fee of the 5 lithium ETFs that publish one.
- Which lithium ETF has performed best over the past year?
- LIT, Global X Lithium & Battery Tech ETF, at +18.8% total return over the year to Oct 9, 2026, the highest of the 5 lithium ETFs with a full year of trading behind them. Past returns do not predict future ones.
- What do lithium ETFs hold?
- Funds that hold lithium miners and processors and the other battery metals, rather than the carmakers that buy them. Between them the 5 lithium ETFs ETFIQ can read name 37 companies in their ten largest holdings, most widely Sociedad Quimica y Minera de Chile SA, which is among the ten largest of 3 of them.
What the issuers say about this theme
About these links
The houses behind these lithium funds publish their own work on the subject. These are their pages and their words, not ETFIQ’s, and a fund company writing about a theme it sells a fund on is making a case. Read them that way.
Issuer material on this theme. Links leave ETFIQ. Source: each issuer’s own site.
ETFIQ links to the documents behind every figure; a link is not an endorsement. Standards and sources →
ETFIQ, Lithium ETFs: what each one holds, data as of Oct 9, 2026. https://etfiq.com/themes/lithium
ETFIQ. (Oct 9, 2026). Lithium ETFs: what each one holds. Retrieved from https://etfiq.com/themes/lithium
[Lithium ETFs: what each one holds (ETFIQ, Oct 9, 2026)](https://etfiq.com/themes/lithium)
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data.