BATT vs. RISR
BATT (Amplify Lithium & Battery Technology ETF) and RISR (FolioBeyond Alternative Income and Interest Rate Hedge ETF) are both exchange-traded funds - BATT is a Lithium & Battery Metals fund actively managed by Amplify, while RISR is a Nontraditional Bonds fund actively managed by FolioBeyond. Both are actively managed. Over the past 3 years, BATT returned 5.35%/yr vs 10.07%/yr for RISR. Their -0.08 correlation means they have often moved in opposite directions in the past. BATT charges 0.59%/yr vs 1.13%/yr for RISR.
Performance
BATT vs. RISR - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with BATT having a 4.71% return and RISR slightly higher at 4.75%.
BATT
- 1D
- 0.77%
- 1M
- -4.49%
- 6M
- -4.11%
- YTD
- 4.71%
- 1Y
- 50.64%
- 3Y*
- 5.35%
- 5Y*
- -2.30%
- 10Y*
- —
- ALL TIME*
- -1.84%
RISR
- 1D
- -0.15%
- 1M
- 1.47%
- 6M
- 4.83%
- YTD
- 4.75%
- 1Y
- 6.29%
- 3Y*
- 10.07%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $636.05K | $767.46K | $1.35M | |
| $3.20M | $3.07M | $3.51M |
BATT vs. RISR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 4.71% | 59.70% | -13.93% | -7.05% | -32.25% | 6.98% |
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF | 4.75% | 4.63% | 24.20% | 7.02% | 31.98% | -0.04% |
Correlation
The correlation between BATT and RISR is -0.20, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.20 |
Correlation (3Y) Balances recent behavior with more history. | -0.10 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2021 | -0.08 |
The correlation between BATT and RISR shifts across timeframes, from -0.20 (1 year) to -0.08 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BATT vs. RISR — Risk / Return Rank
BATT
RISR
BATT vs. RISR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BATT | RISR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 2.42 | -0.21 |
| Martin ratioReturn relative to average drawdown | 6.21 | 5.79 | +0.42 |
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Drawdowns
BATT vs. RISR - Drawdown Comparison
The maximum BATT drawdown since its inception was -69.38%, which is greater than RISR's maximum drawdown of -14.31%. Use the drawdown chart below to compare losses from any high point for BATT and RISR.
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Drawdown Indicators
| BATT | RISR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.38% | -14.31% | -55.07% |
Max Drawdown (1Y)Largest decline over 1 year | -23.02% | -2.61% | -20.41% |
Max Drawdown (3Y)Largest decline over 3 years | -45.26% | -8.07% | -37.19% |
Max Drawdown (5Y)Largest decline over 5 years | -61.98% | — | — |
Current DrawdownCurrent decline from peak | -19.86% | -0.15% | -19.71% |
Average DrawdownAverage peak-to-trough decline | -34.39% | -2.12% | -32.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.18% | 1.09% | +7.09% |
Volatility
BATT vs. RISR - Volatility Comparison
Amplify Lithium & Battery Technology ETF (BATT) has a higher volatility of 10.05% compared to FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) at 1.13%. This indicates that BATT's price experiences larger fluctuations and is considered to be riskier than RISR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BATT | RISR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.05% | 1.13% | +8.92% |
Volatility (6M)Calculated over the trailing 6-month period | 27.20% | 3.57% | +23.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.68% | 5.25% | +28.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.01% | 11.67% | +18.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.78% | 11.67% | +19.11% |
BATT vs. RISR - Expense Ratio Comparison
BATT has a 0.59% expense ratio, which is lower than RISR's 1.13% expense ratio.
Dividends
BATT vs. RISR - Dividend Comparison
BATT's dividend yield for the trailing twelve months is around 1.77%, less than RISR's 5.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 1.77% | 1.85% | 3.17% | 3.23% | 4.14% | 2.32% | 0.21% | 3.22% | 0.89% |
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF | 5.88% | 5.95% | 5.67% | 7.96% | 4.26% | 0.30% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BATT and RISR have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BATT has higher volatility (10.05%) compared to RISR (1.13%). In terms of maximum drawdown, BATT dropped -69.38% vs RISR's -14.31%.
On 3-year performance, RISR leads with 10.07% vs 5.35% for BATT. On fees, BATT is cheaper at 0.59% per year. On volatility, RISR has been the lower-risk option at 1.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, RISR has performed better with a 10.07% return vs 5.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BATT is cheaper with a 0.59% expense ratio, compared with 1.13% for RISR.
RISR has the higher dividend yield at 5.88%, compared with 1.77% for BATT.
BATT is categorized as Lithium & Battery Metals, while RISR is Nontraditional Bonds. They also come from different issuers: Amplify and FolioBeyond. Their fees differ too: 0.59% for BATT and 1.13% for RISR.
BATT currently has the higher Sharpe Ratio (1.51 vs 1.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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