IE000WDG5795
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
Related ETFs
Vanguard FTSE All-World UCITS ETF (USD) Accumulating
193.5 USD
TER 0.14% 1Y +15.8%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
10/31/2023 (2 yrs)
Index Group
STOXX Global Lithium Region
World Country
-
Sector
-
Strategy
-
Theme
Battery_Technology Distribution Policy
Accumulating Replication
Full replication Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
7/7 Very High
Diversification Score: 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.