LIT vs SDVY: Holdings Overlap
LITGlobal X Lithium and Battery Tech ETF
Global X · 41 holdings · $1.5B · as of 2026-04-30
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
First Trust · 167 holdings · $11.6B · as of 2026-03-31
Holdings snapshots are 30 days apart (LIT: 2026-04-30, SDVY: 2026-03-31). 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 LIT and SDVY?
Global X Lithium and Battery Tech ETF (LIT, by Global X) holds 41 positions; First Trust SMID Cap Rising Dividend Achievers ETF (SDVY, by First Trust) holds 167. They have 1 holdings in common, and by portfolio weight the two funds are 1.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1LIT holds 41 · SDVY holds 167
- Weight in Shared Holdings
- LIT 2%·SDVY 1%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 LIT
40 of 41 positions (97.4% of the fund) are not held by SDVY. Showing the top 30 by weight.
Only in SDVY
166 of 167 positions (98.6% of the fund) are not held by LIT. Showing the top 30 by weight.
Sector Breakdown
| Sector | LIT | SDVY |
|---|---|---|
| Materials | 41.6% | 2.9% |
| Financials | 0.0% | 32.8% |
| Industrials | 8.5% | 32.3% |
| Information Technology | 13.8% | 6.2% |
| Consumer Discretionary | 9.6% | 9.9% |
| Other Sectors | 0.0% | 15.7% |
| Unclassified | 26.3% | 0.0% |
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 (26% of LIT, 0% of SDVY).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| LIT | +0.3% | +14.6% | +73.8% | +6.5% | -2.3% | +13.0% | 0.68% |
| SDVY | +3.6% | +16.9% | +24.8% | +15.3% | +10.8% | — | 0.93% |
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 LIT vs SDVY →
Shared Holdings(1)
 ENSEnerSys COM | 2.47% | 1.27% | 1.27% |
|---|
Frequently Asked Questions
How much do LIT and SDVY overlap?
LIT and SDVY overlap by 1.3% of portfolio weight. They share 1 holdings (LIT holds 41 positions and SDVY holds 167), based on each fund's latest SEC-reported holdings.
Is it redundant to own both LIT and SDVY?
The two portfolios are 1.3% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of LIT and SDVY?
The largest positions held by both funds are ENS. Together the top 1 shared positions account for 100% of the total overlap.
What does LIT own that SDVY doesn't?
40 positions (97.4% of LIT) are unique to LIT, led by RIO, 006400 and ALB. In the other direction, 166 positions (98.6% of SDVY) are unique to SDVY.