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LIMIThemes Lithium & Battery Metal Miners ETF

Grow my money1y track recordRanked #2,217 of 2,998 in this goal

Tracks the performance of the BITA Global Lithium and Battery Metals Select NTR Index.

By Themes ETF Trust · Launched 2024

Annual Cost

0.35%

#1,651 of 5,861 · low cost

Fund Size

$2M

#5,454 of 5,861 · small

Return (1Y)Goal

+45.7%

Track Record

1 year

#3,736 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$15,045+50.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Multi cap

Strategy

Index tracking

Sector

Materials

Focus

EV & Battery

Index tracked

BITA Global Lithium and Battery Metals Select Net Total Return Index

What it actually holds

By weight

Concentration

Top 10 holdings = 52.2% of fundmoderately concentrated

PLS Group Ltd
10.7%
Albemarle Corp
8.6%
TINCI
6.1%
Tianqi Lithium Corp
4.7%
Ganfeng Lithium Group Co Ltd
4.3%
Liontown Ltd
4.1%
Zhejiang Huayou Cobalt Co Ltd
4.0%
IGO Ltd
3.6%
Elevra Lithium Ltd
3.3%
GEM Co Ltd
2.8%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Basic Materials
95.0%
Industrials
5.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
44.7%High

Year-on-year price swings

Max drawdown
-43.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the performance of the BITA Global Lithium and Battery Metals Select NTR Index.
Strategy
Employs a passive management approach to track the BITA Global Lithium and Battery Metals Select NTR Index, investing in companies deriving significant revenues from lithium and battery metals mining, exploration, and refining. The Fund targets a market capitalization range of approximately $103.6 million to $18.5 billion across global exchanges.
Inception date
September 23, 2024
Fund family
Themes ETF Trust

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Thematic
Warning

These usually launch after the gains are gone

A theme gets packaged into a fund after it has already run. Over the past 15 years, fewer than one in 10 thematic funds beat a broad global index, and more than three-quarters closed down entirely. The pitch always sounds good. The returns rarely follow.

Sources: Morningstar, 'Global Thematic Funds Landscape' (2022)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04