PortfoliosLab logo
BATT vs. BND
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BATT and BND is 0.06, 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.


-0.50.00.51.0
Correlation: 0.1

Performance

BATT vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Lithium & Battery Technology ETF (BATT) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

-60.00%-40.00%-20.00%0.00%20.00%NovemberDecember2025FebruaryMarchApril
-51.73%
12.15%
BATT
BND

Key characteristics

Sharpe Ratio

BATT:

-0.11

BND:

1.33

Sortino Ratio

BATT:

0.05

BND:

1.93

Omega Ratio

BATT:

1.01

BND:

1.23

Calmar Ratio

BATT:

-0.06

BND:

0.52

Martin Ratio

BATT:

-0.32

BND:

3.43

Ulcer Index

BATT:

10.66%

BND:

2.05%

Daily Std Dev

BATT:

30.15%

BND:

5.31%

Max Drawdown

BATT:

-69.38%

BND:

-18.84%

Current Drawdown

BATT:

-54.25%

BND:

-6.87%

Returns By Period

In the year-to-date period, BATT achieves a -5.80% return, which is significantly lower than BND's 2.74% return.


BATT

YTD

-5.80%

1M

-5.69%

6M

-9.36%

1Y

-4.18%

5Y*

4.86%

10Y*

N/A

BND

YTD

2.74%

1M

0.67%

6M

1.94%

1Y

7.62%

5Y*

-0.84%

10Y*

1.43%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BATT vs. BND - Expense Ratio Comparison

BATT has a 0.59% expense ratio, which is higher than BND's 0.03% expense ratio.


Expense ratio chart for BATT: current value is 0.59%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BATT: 0.59%
Expense ratio chart for BND: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BND: 0.03%

Risk-Adjusted Performance

BATT vs. BND — Risk-Adjusted Performance Rank

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

BATT
The Risk-Adjusted Performance Rank of BATT is 1515
Overall Rank
The Sharpe Ratio Rank of BATT is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of BATT is 1616
Sortino Ratio Rank
The Omega Ratio Rank of BATT is 1515
Omega Ratio Rank
The Calmar Ratio Rank of BATT is 1616
Calmar Ratio Rank
The Martin Ratio Rank of BATT is 1414
Martin Ratio Rank

BND
The Risk-Adjusted Performance Rank of BND is 7979
Overall Rank
The Sharpe Ratio Rank of BND is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BND is 8787
Sortino Ratio Rank
The Omega Ratio Rank of BND is 8484
Omega Ratio Rank
The Calmar Ratio Rank of BND is 6262
Calmar Ratio Rank
The Martin Ratio Rank of BND is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for BATT, currently valued at -0.11, compared to the broader market-1.000.001.002.003.004.00
BATT: -0.11
BND: 1.33
The chart of Sortino ratio for BATT, currently valued at 0.05, compared to the broader market-2.000.002.004.006.008.00
BATT: 0.05
BND: 1.93
The chart of Omega ratio for BATT, currently valued at 1.01, compared to the broader market0.501.001.502.002.50
BATT: 1.01
BND: 1.23
The chart of Calmar ratio for BATT, currently valued at -0.06, compared to the broader market0.002.004.006.008.0010.0012.00
BATT: -0.06
BND: 0.52
The chart of Martin ratio for BATT, currently valued at -0.32, compared to the broader market0.0020.0040.0060.00
BATT: -0.32
BND: 3.43

The current BATT Sharpe Ratio is -0.11, which is lower than the BND Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of BATT and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
-0.11
1.33
BATT
BND

Dividends

BATT vs. BND - Dividend Comparison

BATT's dividend yield for the trailing twelve months is around 3.37%, less than BND's 3.69% yield.


TTM20242023202220212020201920182017201620152014
BATT
Amplify Lithium & Battery Technology ETF
3.37%3.17%3.23%4.14%2.32%0.22%3.22%0.90%0.00%0.00%0.00%0.00%
BND
Vanguard Total Bond Market ETF
3.69%3.67%3.09%2.60%1.97%2.22%2.72%2.81%2.54%2.51%2.57%2.79%

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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2025FebruaryMarchApril
-54.25%
-6.87%
BATT
BND

Volatility

BATT vs. BND - Volatility Comparison

Amplify Lithium & Battery Technology ETF (BATT) has a higher volatility of 16.03% compared to Vanguard Total Bond Market ETF (BND) at 2.19%. 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.03%
2.19%
BATT
BND