BATT vs. ICLN
Compare and contrast key facts about Amplify Lithium & Battery Technology ETF (BATT) and iShares Global Clean Energy ETF (ICLN).
BATT and ICLN 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. ICLN is a passively managed fund by iShares that tracks the performance of the S&P Global Clean Energy Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BATT or ICLN.
Performance
BATT vs. ICLN - Performance Comparison
Returns By Period
In the year-to-date period, BATT achieves a -12.06% return, which is significantly higher than ICLN's -22.30% return.
BATT
-12.06%
0.32%
-0.64%
-6.80%
0.45%
N/A
ICLN
-22.30%
-9.76%
-16.96%
-12.39%
3.68%
3.41%
Key characteristics
| BATT | ICLN | |
|---|---|---|
| Sharpe Ratio | -0.30 | -0.51 |
| Sortino Ratio | -0.27 | -0.59 |
| Omega Ratio | 0.97 | 0.93 |
| Calmar Ratio | -0.13 | -0.19 |
| Martin Ratio | -0.55 | -1.12 |
| Ulcer Index | 14.16% | 11.37% |
| Daily Std Dev | 25.71% | 24.74% |
| Max Drawdown | -69.38% | -87.16% |
| Current Drawdown | -50.38% | -68.20% |
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. ICLN - Expense Ratio Comparison
BATT has a 0.59% expense ratio, which is higher than ICLN's 0.46% expense ratio.
Correlation
The correlation between BATT and ICLN is 0.67, 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.
Risk-Adjusted Performance
BATT vs. ICLN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and iShares Global Clean Energy ETF (ICLN). 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. ICLN - Dividend Comparison
BATT's dividend yield for the trailing twelve months is around 3.67%, more than ICLN's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 3.67% | 3.23% | 4.14% | 2.32% | 0.22% | 3.22% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ICLN iShares Global Clean Energy ETF | 1.82% | 1.59% | 0.89% | 1.18% | 0.34% | 1.36% | 2.77% | 2.49% | 3.88% | 2.36% | 2.83% | 2.11% |
Drawdowns
BATT vs. ICLN - Drawdown Comparison
The maximum BATT drawdown since its inception was -69.38%, smaller than the maximum ICLN drawdown of -87.16%. Use the drawdown chart below to compare losses from any high point for BATT and ICLN. For additional features, visit the drawdowns tool.
Volatility
BATT vs. ICLN - Volatility Comparison
The current volatility for Amplify Lithium & Battery Technology ETF (BATT) is 8.31%, while iShares Global Clean Energy ETF (ICLN) has a volatility of 9.40%. This indicates that BATT experiences smaller price fluctuations and is considered to be less risky than ICLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.