BATT vs. BAGY

Last updated Apr 1, 2026

Compare and contrast key facts about Amplify Lithium & Battery Technology ETF (BATT) and Amplify Bitcoin Max Income Covered Call ETF (BAGY).

BATT and BAGY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BATT is an actively managed fund by Amplify. It was launched on Jun 6, 2018. BAGY is an actively managed fund by Amplify. It was launched on Apr 28, 2025.

Performance

BATT vs. BAGY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Lithium & Battery Technology ETF (BATT) and Amplify Bitcoin Max Income Covered Call ETF (BAGY). The values are adjusted to include any dividend payments, if applicable.

BATT vs. BAGY - Yearly Performance Comparison

	2026 (YTD)	2025
BATT Amplify Lithium & Battery Technology ETF	7.90%	69.53%
BAGY Amplify Bitcoin Max Income Covered Call ETF	-16.21%	-8.88%

Returns By Period

In the year-to-date period, BATT achieves a 7.90% return, which is significantly higher than BAGY's -16.21% return.

BATT

• 1D: 4.20%
• 1M: -8.43%
• YTD: 7.90%
• 6M: 16.74%
• 1Y: 81.61%
• 3Y*: 7.85%
• 5Y*: 1.94%
• 10Y*: —

BAGY

• 1D: 1.99%
• 1M: 6.25%
• YTD: -16.21%
• 6M: -38.01%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BATT vs. BAGY - Expense Ratio Comparison

BATT has a 0.59% expense ratio, which is lower than BAGY's 0.65% expense ratio.

BAGY

Amplify Bitcoin Max Income Covered Call ETF

BATT

Amplify Lithium & Battery Technology ETF

Return for Risk

BATT vs. BAGY — Risk / Return Rank

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

BATT

BATT Risk / Return Rank: 95
BATT Sharpe Ratio Rank: 96
BATT Sortino Ratio Rank: 95
BATT Omega Ratio Rank: 93
BATT Calmar Ratio Rank: 96
BATT 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.

BATT vs. BAGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and Amplify Bitcoin Max Income Covered Call ETF (BAGY). 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.

	BATT	BAGY	Difference
Sharpe ratio Return per unit of total volatility	2.54	—	—
Sortino ratio Return per unit of downside risk	2.97	—	—
Omega ratio Gain probability vs. loss probability	1.41	—	—
Calmar ratio Return relative to maximum drawdown	4.31	—	—
Martin ratio Return relative to average drawdown	16.05	—	—
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

	BATT	BAGY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.54	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.07	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.05	-0.61	+0.55

Correlation

The correlation between BATT and BAGY is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

BATT vs. BAGY - Dividend Comparison

BATT's dividend yield for the trailing twelve months is around 1.72%, less than BAGY's 50.51% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BATT Amplify Lithium & Battery Technology ETF	1.72%	1.85%	3.17%	3.23%	4.14%	2.32%	0.21%	3.22%	0.89%
BAGY Amplify Bitcoin Max Income Covered Call ETF	50.51%	30.16%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

BATT vs. BAGY - Drawdown Comparison

The maximum BATT drawdown since its inception was -69.38%, which is greater than BAGY's maximum drawdown of -47.52%. Use the drawdown chart below to compare losses from any high point for BATT and BAGY.

Drawdown Indicators

	BATT	BAGY	Difference
Max Drawdown Largest peak-to-trough decline	-69.38%	-47.52%	-21.86%
Max Drawdown (1Y) Largest decline over 1 year	-18.00%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-61.98%	—	—
Current Drawdown Current decline from peak	-16.31%	-41.05%	+24.74%
Average Drawdown Average peak-to-trough decline	-35.41%	-16.66%	-18.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.83%	—	—

Volatility

Volatility by Period

	BATT	BAGY	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.03%	—	—
Volatility (6M) Calculated over the trailing 6-month period	25.15%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	32.37%	42.14%	-9.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.25%	42.14%	-12.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.55%	42.14%	-11.59%