PortfoliosLab logoPortfoliosLab logo
BATT vs. ILIT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BATT vs. ILIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Lithium & Battery Technology ETF (BATT) and Ishares Lithium Miners And Producers ETF (ILIT). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

BATT vs. ILIT - Yearly Performance Comparison


2026 (YTD)202520242023
BATT
Amplify Lithium & Battery Technology ETF
7.90%59.70%-13.93%-13.75%
ILIT
Ishares Lithium Miners And Producers ETF
10.28%81.51%-45.14%-28.86%

Returns By Period

In the year-to-date period, BATT achieves a 7.90% return, which is significantly lower than ILIT's 10.28% return.


BATT

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

ILIT

1D
1.54%
1M
-4.65%
YTD
10.28%
6M
45.10%
1Y
117.09%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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. ILIT - Expense Ratio Comparison

BATT has a 0.59% expense ratio, which is higher than ILIT's 0.47% expense ratio.


Return for Risk

BATT vs. ILIT — Risk / Return Rank

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

BATT
BATT Risk / Return Rank: 9595
Overall Rank
BATT Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
BATT Sortino Ratio Rank: 9595
Sortino Ratio Rank
BATT Omega Ratio Rank: 9393
Omega Ratio Rank
BATT Calmar Ratio Rank: 9696
Calmar Ratio Rank
BATT Martin Ratio Rank: 9696
Martin Ratio Rank

ILIT
ILIT Risk / Return Rank: 9393
Overall Rank
ILIT Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
ILIT Sortino Ratio Rank: 9494
Sortino Ratio Rank
ILIT Omega Ratio Rank: 8888
Omega Ratio Rank
ILIT Calmar Ratio Rank: 9797
Calmar Ratio Rank
ILIT Martin Ratio Rank: 9393
Martin Ratio Rank
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. ILIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and Ishares Lithium Miners And Producers ETF (ILIT). 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.


BATTILITDifference

Sharpe ratio

Return per unit of total volatility

2.54

2.37

+0.17

Sortino ratio

Return per unit of downside risk

2.97

2.92

+0.05

Omega ratio

Gain probability vs. loss probability

1.41

1.35

+0.06

Calmar ratio

Return relative to maximum drawdown

4.31

4.85

-0.54

Martin ratio

Return relative to average drawdown

16.05

13.48

+2.57

BATT vs. ILIT - Sharpe Ratio Comparison

The current BATT Sharpe Ratio is 2.54, which is comparable to the ILIT Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of BATT and ILIT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


BATTILITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.54

2.37

+0.17

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

-0.21

+0.16

Correlation

The correlation between BATT and ILIT is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

BATT vs. ILIT - Dividend Comparison

BATT's dividend yield for the trailing twelve months is around 1.72%, less than ILIT's 2.06% yield.


TTM20252024202320222021202020192018
BATT
Amplify Lithium & Battery Technology ETF
1.72%1.85%3.17%3.23%4.14%2.32%0.21%3.22%0.89%
ILIT
Ishares Lithium Miners And Producers ETF
2.06%2.27%6.48%0.69%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BATT vs. ILIT - Drawdown Comparison

The maximum BATT drawdown since its inception was -69.38%, smaller than the maximum ILIT drawdown of -73.69%. Use the drawdown chart below to compare losses from any high point for BATT and ILIT.


Loading graphics...

Drawdown Indicators


BATTILITDifference

Max Drawdown

Largest peak-to-trough decline

-69.38%

-73.69%

+4.31%

Max Drawdown (1Y)

Largest decline over 1 year

-18.00%

-22.86%

+4.86%

Max Drawdown (5Y)

Largest decline over 5 years

-61.98%

Current Drawdown

Current decline from peak

-16.31%

-27.85%

+11.54%

Average Drawdown

Average peak-to-trough decline

-35.41%

-47.87%

+12.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.83%

8.22%

-3.39%

Volatility

BATT vs. ILIT - Volatility Comparison

The current volatility for Amplify Lithium & Battery Technology ETF (BATT) is 14.03%, while Ishares Lithium Miners And Producers ETF (ILIT) has a volatility of 15.03%. This indicates that BATT experiences smaller price fluctuations and is considered to be less risky than ILIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


BATTILITDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.03%

15.03%

-1.00%

Volatility (6M)

Calculated over the trailing 6-month period

25.15%

37.65%

-12.50%

Volatility (1Y)

Calculated over the trailing 1-year period

32.37%

49.81%

-17.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.25%

41.40%

-12.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.55%

41.40%

-10.85%