BATT vs. BND
Compare and contrast key facts about Amplify Lithium & Battery Technology ETF (BATT) and Vanguard Total Bond Market ETF (BND).
BATT and BND 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 Investments. It was launched on Jun 6, 2018. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BATT or BND.
Key characteristics
| BATT | BND | |
|---|---|---|
| YTD Return | -9.97% | -1.85% |
| 1Y Return | -18.95% | -0.38% |
| 3Y Return (Ann) | -12.68% | -3.21% |
| 5Y Return (Ann) | -2.20% | 0.08% |
| Sharpe Ratio | -0.78 | -0.08 |
| Daily Std Dev | 23.80% | 6.60% |
| Max Drawdown | -69.38% | -18.84% |
| Current Drawdown | -49.20% | -12.24% |
Correlation
The correlation between BATT and BND is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BATT vs. BND - Performance Comparison
In the year-to-date period, BATT achieves a -9.97% return, which is significantly lower than BND's -1.85% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BATT vs. BND - Expense Ratio Comparison
BATT has a 0.59% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
BATT vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and Vanguard Total Bond Market ETF (BND). 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.
Dividends
BATT vs. BND - Dividend Comparison
BATT's dividend yield for the trailing twelve months is around 3.59%, more than BND's 3.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 3.59% | 3.23% | 4.14% | 2.32% | 0.21% | 3.22% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.38% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% | 2.78% |
Drawdowns
BATT vs. BND - Drawdown Comparison
The maximum BATT drawdown since its inception was -69.38%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for BATT and BND. For additional features, visit the drawdowns tool.
Volatility
BATT vs. BND - Volatility Comparison
Amplify Lithium & Battery Technology ETF (BATT) has a higher volatility of 7.37% compared to Vanguard Total Bond Market ETF (BND) at 1.95%. This indicates that BATT's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.