DGS vs LIT: Holdings Overlap
DGSWisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree · 1013 holdings · $1.7B · as of 2026-03-31
LITGlobal X Lithium and Battery Tech ETF
Global X · 41 holdings · $1.5B · as of 2026-04-30
Holdings snapshots are 30 days apart (DGS: 2026-03-31, LIT: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are DGS and LIT?
WisdomTree Emerging Markets SmallCap Dividend Fund (DGS, by WisdomTree) holds 1013 positions; Global X Lithium and Battery Tech ETF (LIT, by Global X) holds 41. They have 1 holdings in common, and by portfolio weight the two funds are 0.1% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1DGS holds 1013 · LIT holds 41
- Weight in Shared Holdings
- DGS 0%·LIT 2%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DGS
1012 of 1013 positions (99.2% of the fund) are not held by LIT. Showing the top 30 by weight.
Only in LIT
40 of 41 positions (97.7% of the fund) are not held by DGS. Showing the top 30 by weight.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DGS | +0.1% | +13.4% | +18.2% | +13.6% | +7.7% | +8.4% | 3.78% |
| LIT | +0.3% | +14.6% | +73.8% | +6.5% | -2.3% | +13.0% | 0.68% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DGS vs LIT →
Shared Holdings(1)
 002738Sinomine Resource Group Co Ltd. 'A'CNY1 | 0.07% | 2.18% | 0.07% |
|---|
Frequently Asked Questions
How much do DGS and LIT overlap?
DGS and LIT overlap by 0.1% of portfolio weight. They share 1 holdings (DGS holds 1013 positions and LIT holds 41), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DGS and LIT?
The two portfolios are 0.1% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of DGS and LIT?
The largest positions held by both funds are 002738. Together the top 1 shared positions account for 97% of the total overlap.
What does DGS own that LIT doesn't?
1012 positions (99.2% of DGS) are unique to DGS, led by 3481, GRT and 2313. In the other direction, 40 positions (97.7% of LIT) are unique to LIT.