BATT vs. SCHD
Compare and contrast key facts about Amplify Lithium & Battery Technology ETF (BATT) and Schwab US Dividend Equity ETF (SCHD).
BATT and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BATT or SCHD.
Performance
BATT vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, BATT achieves a -12.44% return, which is significantly lower than SCHD's 16.26% return.
BATT
-12.44%
0.11%
-3.05%
-8.19%
0.36%
N/A
SCHD
16.26%
0.84%
10.89%
25.41%
12.67%
11.40%
Key characteristics
| BATT | SCHD | |
|---|---|---|
| Sharpe Ratio | -0.38 | 2.27 |
| Sortino Ratio | -0.39 | 3.27 |
| Omega Ratio | 0.96 | 1.40 |
| Calmar Ratio | -0.17 | 3.34 |
| Martin Ratio | -0.69 | 12.25 |
| Ulcer Index | 14.14% | 2.05% |
| Daily Std Dev | 25.76% | 11.06% |
| Max Drawdown | -69.38% | -33.37% |
| Current Drawdown | -50.59% | -1.54% |
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BATT vs. SCHD - Expense Ratio Comparison
BATT has a 0.59% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between BATT and SCHD is 0.55, 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. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
BATT's dividend yield for the trailing twelve months is around 3.68%, more than SCHD's 3.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 3.68% | 3.23% | 4.14% | 2.32% | 0.22% | 3.22% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.40% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
BATT vs. SCHD - Drawdown Comparison
The maximum BATT drawdown since its inception was -69.38%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BATT and SCHD. For additional features, visit the drawdowns tool.
Volatility
BATT vs. SCHD - Volatility Comparison
Amplify Lithium & Battery Technology ETF (BATT) has a higher volatility of 8.41% compared to Schwab US Dividend Equity ETF (SCHD) at 3.39%. This indicates that BATT's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.