BATT vs. JAGG
Compare and contrast key facts about Amplify Lithium & Battery Technology ETF (BATT) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG).
BATT and JAGG 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. JAGG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Bond Index. It was launched on Dec 12, 2018.
Performance
BATT vs. JAGG - Performance Comparison
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BATT vs. JAGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 8.99% | 59.70% | -13.93% | -7.05% | -32.25% | 16.52% | 44.43% | -2.40% | -5.69% |
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.10% | 7.27% | 1.26% | 5.41% | -13.26% | -1.79% | 7.31% | 8.31% | 1.00% |
Returns By Period
In the year-to-date period, BATT achieves a 8.99% return, which is significantly higher than JAGG's 0.10% return.
BATT
- 1D
- 1.01%
- 1M
- -7.16%
- YTD
- 8.99%
- 6M
- 16.65%
- 1Y
- 82.30%
- 3Y*
- 8.21%
- 5Y*
- 2.14%
- 10Y*
- —
JAGG
- 1D
- -0.01%
- 1M
- -1.36%
- YTD
- 0.10%
- 6M
- 0.81%
- 1Y
- 4.21%
- 3Y*
- 3.61%
- 5Y*
- 0.14%
- 10Y*
- —
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BATT vs. JAGG - Expense Ratio Comparison
BATT has a 0.59% expense ratio, which is higher than JAGG's 0.03% expense ratio.
Return for Risk
BATT vs. JAGG — Risk / Return Rank
BATT
JAGG
BATT vs. JAGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG). 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 | JAGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.56 | 0.95 | +1.62 |
Sortino ratioReturn per unit of downside risk | 2.99 | 1.33 | +1.65 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.17 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 4.64 | 1.73 | +2.91 |
Martin ratioReturn relative to average drawdown | 17.14 | 4.65 | +12.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BATT | JAGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.56 | 0.95 | +1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.02 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.32 | -0.37 |
Correlation
The correlation between BATT and JAGG is 0.04, 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.
Dividends
BATT vs. JAGG - Dividend Comparison
BATT's dividend yield for the trailing twelve months is around 1.70%, less than JAGG's 4.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 1.70% | 1.85% | 3.17% | 3.23% | 4.14% | 2.32% | 0.21% | 3.22% | 0.89% |
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.28% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% |
Drawdowns
BATT vs. JAGG - Drawdown Comparison
The maximum BATT drawdown since its inception was -69.38%, which is greater than JAGG's maximum drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for BATT and JAGG.
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Drawdown Indicators
| BATT | JAGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.38% | -18.73% | -50.65% |
Max Drawdown (1Y)Largest decline over 1 year | -17.58% | -2.61% | -14.97% |
Max Drawdown (5Y)Largest decline over 5 years | -61.98% | -18.06% | -43.92% |
Current DrawdownCurrent decline from peak | -15.47% | -2.91% | -12.56% |
Average DrawdownAverage peak-to-trough decline | -35.40% | -6.30% | -29.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 0.97% | +3.90% |
Volatility
BATT vs. JAGG - Volatility Comparison
Amplify Lithium & Battery Technology ETF (BATT) has a higher volatility of 12.38% compared to JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) at 1.83%. This indicates that BATT's price experiences larger fluctuations and is considered to be riskier than JAGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BATT | JAGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.38% | 1.83% | +10.55% |
Volatility (6M)Calculated over the trailing 6-month period | 25.10% | 2.71% | +22.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.28% | 4.47% | +27.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.24% | 5.90% | +23.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.55% | 5.84% | +24.71% |