ESGE vs LIT: Holdings Overlap
ESGEiShares ESG Aware MSCI EM ETF
iShares · 307 holdings · $6.8B · as of 2026-05-31
LITGlobal X Lithium and Battery Tech ETF
Global X · 41 holdings · $1.5B · as of 2026-04-30
Holdings snapshots are 31 days apart (ESGE: 2026-05-31, 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 ESGE and LIT?
iShares ESG Aware MSCI EM ETF (ESGE, by iShares) holds 307 positions; Global X Lithium and Battery Tech ETF (LIT, by Global X) holds 41. They have 4 holdings in common, and by portfolio weight the two funds are 1.2% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 4ESGE holds 307 · LIT holds 41
- Weight in Shared Holdings
- ESGE 1%·LIT 16%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 ESGE
303 of 307 positions (97.7% of the fund) are not held by LIT. Showing the top 30 by weight.
Only in LIT
37 of 41 positions (84.4% of the fund) are not held by ESGE. Showing the top 30 by weight.
Sector Breakdown
| Sector | ESGE | LIT |
|---|---|---|
| Information Technology | 41.7% | 13.8% |
| Materials | 2.0% | 41.6% |
| Financials | 14.8% | 0.0% |
| Consumer Discretionary | 5.8% | 9.6% |
| Industrials | 1.9% | 8.5% |
| Other Sectors | 10.6% | 0.0% |
| Unclassified | 22.1% | 26.3% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (22% of ESGE, 26% of LIT).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| ESGE | +0.1% | +20.1% | +34.1% | +20.5% | +7.1% | +9.1% | 2.15% |
| 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 ESGE vs LIT →
Shared Holdings(4)
The top 4 shared positions account for 100% of the overlap, led by 1211RUB, 006400 and 300750.
Frequently Asked Questions
How much do ESGE and LIT overlap?
ESGE and LIT overlap by 1.2% of portfolio weight. They share 4 holdings (ESGE holds 307 positions and LIT holds 41), based on each fund's latest SEC-reported holdings.
Is it redundant to own both ESGE and LIT?
The two portfolios are 1.2% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of ESGE and LIT?
The largest positions held by both funds are 1211RUB, 006400, 300750 and 373220. Together the top 4 shared positions account for 100% of the total overlap.
What does ESGE own that LIT doesn't?
303 positions (97.7% of ESGE) are unique to ESGE, led by TSMWF, 005930 and 000660. In the other direction, 37 positions (84.4% of LIT) are unique to LIT.