BATG.L vs. DPGT.L

Last updated Jun 4, 2026

BATG.L (L&G Battery Value-Chain UCITS ETF) and DPGT.L (Dimensional Global Targeted Value UCITS ETF USD Acc) are both exchange-traded funds - BATG.L is a Alternative Energy Equities fund tracking the Solactive Battery Value-Chain Index, while DPGT.L is a Global Equities fund actively managed by Dimensional. BATG.L is passively managed, while DPGT.L is actively managed. At a 0.35 correlation, their price movements are largely independent. BATG.L charges 0.49%/yr vs 0.44%/yr for DPGT.L.

Performance

BATG.L vs. DPGT.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in L&G Battery Value-Chain UCITS ETF (BATG.L) and Dimensional Global Targeted Value UCITS ETF USD Acc (DPGT.L). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

BATG.L is traded in GBp, while DPGT.L is traded in GBP. To make them comparable, the DPGT.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, BATG.L achieves a 37.63% return, which is significantly higher than DPGT.L's 7.97% return.

BATG.L

• 1D: -1.34%
• 1M: 2.71%
• YTD: 37.63%
• 6M: 44.30%
• 1Y: 135.61%
• 3Y*: 26.06%
• 5Y*: 17.96%
• 10Y*: —

DPGT.L

• 1D: 0.33%
• 1M: 2.50%
• YTD: 7.97%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BATG.L vs. DPGT.L - Yearly Performance Comparison

	2026 (YTD)	2025
BATG.L L&G Battery Value-Chain UCITS ETF	37.63%	-0.57%
DPGT.L Dimensional Global Targeted Value UCITS ETF USD Acc	7.97%	-0.48%

Correlation

The correlation between BATG.L and DPGT.L is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 23, 2025	0.35

Return for Risk

BATG.L vs. DPGT.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BATG.L

BATG.L Risk / Return Rank: 96
BATG.L Sharpe Ratio Rank: 97
BATG.L Sortino Ratio Rank: 95
BATG.L Omega Ratio Rank: 94
BATG.L Calmar Ratio Rank: 96
BATG.L Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BATG.L vs. DPGT.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for L&G Battery Value-Chain UCITS ETF (BATG.L) and Dimensional Global Targeted Value UCITS ETF USD Acc (DPGT.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BATG.L	DPGT.L	Difference
Sharpe ratio Return per unit of total volatility	4.86	—	—
Sortino ratio Return per unit of downside risk	5.16	—	—
Omega ratio Gain probability vs. loss probability	1.70	—	—
Calmar ratio Return relative to maximum drawdown	9.91	—	—
Martin ratio Return relative to average drawdown	34.05	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BATG.L	DPGT.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	4.86	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.80	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	1.68	-0.86

Drawdowns

BATG.L vs. DPGT.L - Drawdown Comparison

The maximum BATG.L drawdown since its inception was -33.37%, which is greater than DPGT.L's maximum drawdown of -7.65%. Use the drawdown chart below to compare losses from any high point for BATG.L and DPGT.L.

Drawdown Indicators

	BATG.L	DPGT.L	Difference
Max Drawdown Largest peak-to-trough decline	-33.37%	-7.65%	-25.72%
Max Drawdown (1Y) Largest decline over 1 year	-13.61%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-33.37%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-33.37%	—	—
Current Drawdown Current decline from peak	-1.75%	-0.07%	-1.68%
Average Drawdown Average peak-to-trough decline	-8.99%	-2.00%	-6.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.97%	—	—

Volatility

Volatility by Period

	BATG.L	DPGT.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.84%	—	—
Volatility (6M) Calculated over the trailing 6-month period	21.92%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	27.78%	10.82%	+16.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.51%	10.82%	+11.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.84%	10.82%	+12.02%

BATG.L vs. DPGT.L - Expense Ratio Comparison

BATG.L has a 0.49% expense ratio, which is higher than DPGT.L's 0.44% expense ratio.

Dividends

BATG.L vs. DPGT.L - Dividend Comparison

Neither BATG.L nor DPGT.L has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both BATG.L and DPGT.L in my portfolio?

BATG.L and DPGT.L have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BATG.L or DPGT.L?

On fees, DPGT.L is cheaper at 0.44% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BATG.L or DPGT.L?

DPGT.L is cheaper with a 0.44% expense ratio, compared with 0.49% for BATG.L.

What is the main difference between BATG.L and DPGT.L?

BATG.L is categorized as Alternative Energy Equities, while DPGT.L is Global Equities. They also come from different issuers: Legal & General Investment Management and Dimensional. Their fees differ too: 0.49% for BATG.L and 0.44% for DPGT.L.