BATT vs. SGOV
BATT (Amplify Lithium & Battery Technology ETF) and SGOV (iShares 0-3 Month Treasury Bond ETF) are both exchange-traded funds - BATT is a Lithium & Battery Metals fund actively managed by Amplify, while SGOV is a Ultrashort Bond fund tracking the ICE 0-3 Month US Treasury Securities Index. BATT is actively managed, while SGOV is passively managed. Over the past 5 years, BATT returned 1.08%/yr vs 3.58%/yr for SGOV. At a correlation of -0.05, they often move in opposite directions. BATT charges 0.59%/yr vs 0.09%/yr for SGOV.
Performance
BATT vs. SGOV - Performance Comparison
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Returns By Period
In the year-to-date period, BATT achieves a 14.35% return, which is significantly higher than SGOV's 1.71% return.
BATT
- 1D
- -5.00%
- 1M
- -5.57%
- YTD
- 14.35%
- 6M
- 13.17%
- 1Y
- 80.97%
- 3Y*
- 10.67%
- 5Y*
- 1.08%
- 10Y*
- —
SGOV
- 1D
- 0.01%
- 1M
- 0.28%
- YTD
- 1.71%
- 6M
- 1.80%
- 1Y
- 3.92%
- 3Y*
- 4.68%
- 5Y*
- 3.58%
- 10Y*
- —
BATT vs. SGOV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 14.35% | 59.70% | -13.93% | -7.05% | -32.25% | 16.52% | 88.85% |
SGOV iShares 0-3 Month Treasury Bond ETF | 1.71% | 4.24% | 5.27% | 5.12% | 1.58% | 0.04% | 0.04% |
Correlation
The correlation between BATT and SGOV is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since May 28, 2020 | -0.05 |
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Return for Risk
BATT vs. SGOV — Risk / Return Rank
BATT
SGOV
BATT vs. SGOV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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 | SGOV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -17.83 | ||
| Sortino ratioReturn per unit of downside risk | -270.68 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 194.05 | -192.66 |
| Calmar ratioReturn relative to maximum drawdown | 4.78 | 395.07 | -390.29 |
| Martin ratioReturn relative to average drawdown | 15.62 | 4,426.92 | -4,411.30 |
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Drawdowns
BATT vs. SGOV - Drawdown Comparison
The maximum BATT drawdown since its inception was -69.38%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for BATT and SGOV.
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Drawdown Indicators
| BATT | SGOV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.38% | -0.03% | -69.35% |
Max Drawdown (1Y)Largest decline over 1 year | -17.03% | -0.01% | -17.02% |
Max Drawdown (3Y)Largest decline over 3 years | -47.65% | -0.01% | -47.64% |
Max Drawdown (5Y)Largest decline over 5 years | -61.98% | -0.03% | -61.95% |
Current DrawdownCurrent decline from peak | -12.48% | 0.00% | -12.48% |
Average DrawdownAverage peak-to-trough decline | -34.60% | -0.00% | -34.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 0.00% | +5.20% |
Volatility
BATT vs. SGOV - Volatility Comparison
Amplify Lithium & Battery Technology ETF (BATT) has a higher volatility of 12.72% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that BATT's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BATT | SGOV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.72% | 0.06% | +12.66% |
Volatility (6M)Calculated over the trailing 6-month period | 27.15% | 0.13% | +27.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.69% | 0.19% | +32.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.95% | 0.24% | +29.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.76% | 0.24% | +30.52% |
BATT vs. SGOV - Expense Ratio Comparison
BATT has a 0.59% expense ratio, which is higher than SGOV's 0.09% expense ratio.
Dividends
BATT vs. SGOV - Dividend Comparison
BATT's dividend yield for the trailing twelve months is around 1.62%, less than SGOV's 3.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 1.62% | 1.85% | 3.17% | 3.23% | 4.14% | 2.32% | 0.21% | 3.22% | 0.89% |
SGOV iShares 0-3 Month Treasury Bond ETF | 3.85% | 4.10% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% |
Frequently Asked Questions
BATT and SGOV have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BATT has higher volatility (12.72%) compared to SGOV (0.06%). In terms of maximum drawdown, BATT dropped -69.38% vs SGOV's -0.03%.
On 5-year performance, SGOV leads with 3.58% vs 1.08% for BATT. On fees, SGOV is cheaper at 0.09% per year. On volatility, SGOV has been the lower-risk option at 0.06%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SGOV has performed better with a 3.58% return vs 1.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SGOV is cheaper with a 0.09% expense ratio, compared with 0.59% for BATT.
SGOV has the higher dividend yield at 3.85%, compared with 1.62% for BATT.
BATT is categorized as Lithium & Battery Metals, while SGOV is Ultrashort Bond. They also come from different issuers: Amplify and iShares. Their fees differ too: 0.59% for BATT and 0.09% for SGOV.
SGOV currently has the higher Sharpe Ratio (20.32 vs 2.49), 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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