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BATT vs. TDV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


BATTTDV
YTD Return-10.73%3.27%
1Y Return-20.62%23.76%
3Y Return (Ann)-11.89%9.29%
Sharpe Ratio-0.831.51
Daily Std Dev23.97%15.22%
Max Drawdown-69.38%-32.78%
Current Drawdown-49.63%-0.33%

Correlation

0.66
-1.001.00

The correlation between BATT and TDV is 0.66, 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.

Performance

BATT vs. TDV - Performance Comparison

In the year-to-date period, BATT achieves a -10.73% return, which is significantly lower than TDV's 3.27% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-20.00%0.00%20.00%40.00%60.00%80.00%100.00%OctoberNovemberDecember2024FebruaryMarch
-3.97%
89.56%
BATT
TDV

Compare stocks, funds, or ETFs


Amplify Lithium & Battery Technology ETF

ProShares S&P Technology Dividend Aristocrats ETF

BATT vs. TDV - Expense Ratio Comparison

BATT has a 0.59% expense ratio, which is lower than TDV's 0.66% expense ratio.

TDV
ProShares S&P Technology Dividend Aristocrats ETF
0.50%1.00%1.50%2.00%0.66%
0.50%1.00%1.50%2.00%0.59%

Risk-Adjusted Performance

BATT vs. TDV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and ProShares S&P Technology Dividend Aristocrats ETF (TDV). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BATT
Amplify Lithium & Battery Technology ETF
-0.83
TDV
ProShares S&P Technology Dividend Aristocrats ETF
1.51

BATT vs. TDV - Sharpe Ratio Comparison

The current BATT Sharpe Ratio is -0.83, which is lower than the TDV Sharpe Ratio of 1.51. The chart below compares the 12-month rolling Sharpe Ratio of BATT and TDV.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.00OctoberNovemberDecember2024FebruaryMarch
-0.83
1.51
BATT
TDV

Dividends

BATT vs. TDV - Dividend Comparison

BATT's dividend yield for the trailing twelve months is around 3.62%, more than TDV's 1.14% yield.


TTM202320222021202020192018
BATT
Amplify Lithium & Battery Technology ETF
3.62%3.23%4.14%2.32%0.21%3.22%0.89%
TDV
ProShares S&P Technology Dividend Aristocrats ETF
1.14%1.16%1.67%1.08%1.10%0.11%0.00%

Drawdowns

BATT vs. TDV - Drawdown Comparison

The maximum BATT drawdown since its inception was -69.38%, which is greater than TDV's maximum drawdown of -32.78%. The drawdown chart below compares losses from any high point along the way for BATT and TDV


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-49.63%
-0.33%
BATT
TDV

Volatility

BATT vs. TDV - Volatility Comparison

Amplify Lithium & Battery Technology ETF (BATT) has a higher volatility of 6.71% compared to ProShares S&P Technology Dividend Aristocrats ETF (TDV) at 4.02%. This indicates that BATT's price experiences larger fluctuations and is considered to be riskier than TDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
6.71%
4.02%
BATT
TDV