iShares
LITM.AS
IE000WDG5795
iShares Lithium & Battery Producers UCITS ETF
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About this ETF

The iShares Lithium & Battery Producers UCITS ETF USD (Acc) seeks to track the STOXX Global Lithium and Battery Producers index. The STOXX Global Lithium and Battery Producers index tracks the largest companies worldwide that are active in the exploration and mining of Lithium or the production of Lithium batteries.

TER
0.55%

Total Expense Ratio per year

Fund Size
€65.02M

Assets under management

Holdings
64

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
20.66
Weighted Fwd P/E
14.09
💰 Revenue Estimates
Current Year CY
+25.41% ⌀ 17 Analysts Coverage
Next Year NY
+10.42% ⌀ 18 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+267.76% ⌀ 14 Analysts Coverage
Next Year NY
+361.46% ⌀ 15 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
10/31/2023 (2 yrs)
Region
World
Country
-
Sector
-
Strategy
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High
67/100 Moderate
Diversification Score
67/100 Moderate
3Y Volatility
29.0% p.a.
Max Drawdown (3Y)
-41.8%
Sharpe Ratio (3Y)
0.39
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (14 analysts)
🔴 Extreme top 10 holdings concentration: 71% of fund in top 10 positions.
⚠️ Sector concentration: 34% in "Industrials".
⚠️ Sector concentration: 40% in "Basic Materials".
⚠️ Industry concentration: 33% in "Electrical Equipment & Parts".
🔴 High Commodity Concentration: 40% of fund depends directly on volatile energy and raw material markets.
🔴 Dominant Cyclicality: 90% in cyclical industries – higher drawdown risk in recessions.
ℹ️ Tech-Capex Exposure: 55% in semiconductors & hardware – dependent on hyperscaler capex cycles.
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