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

Correlation

The correlation between BATT and TDV is 0.63, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

BATT vs. TDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Lithium & Battery Technology ETF (BATT) and ProShares S&P Technology Dividend Aristocrats ETF (TDV). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%NovemberDecember2025FebruaryMarchApril
-12.77%
89.85%
BATT
TDV

Key characteristics

Sharpe Ratio

BATT:

-0.11

TDV:

0.18

Sortino Ratio

BATT:

0.05

TDV:

0.42

Omega Ratio

BATT:

1.01

TDV:

1.06

Calmar Ratio

BATT:

-0.06

TDV:

0.19

Martin Ratio

BATT:

-0.32

TDV:

0.74

Ulcer Index

BATT:

10.66%

TDV:

5.92%

Daily Std Dev

BATT:

30.15%

TDV:

24.09%

Max Drawdown

BATT:

-69.38%

TDV:

-32.78%

Current Drawdown

BATT:

-54.25%

TDV:

-11.85%

Returns By Period

The year-to-date returns for both investments are quite close, with BATT having a -5.80% return and TDV slightly higher at -5.73%.


BATT

YTD

-5.80%

1M

-5.69%

6M

-9.36%

1Y

-4.18%

5Y*

4.86%

10Y*

N/A

TDV

YTD

-5.73%

1M

-4.65%

6M

-6.64%

1Y

3.49%

5Y*

15.67%

10Y*

N/A

*Annualized

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BATT vs. TDV - Expense Ratio Comparison

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


Expense ratio chart for TDV: current value is 0.66%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
TDV: 0.66%
Expense ratio chart for BATT: current value is 0.59%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BATT: 0.59%

Risk-Adjusted Performance

BATT vs. TDV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BATT
The Risk-Adjusted Performance Rank of BATT is 1515
Overall Rank
The Sharpe Ratio Rank of BATT is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of BATT is 1616
Sortino Ratio Rank
The Omega Ratio Rank of BATT is 1515
Omega Ratio Rank
The Calmar Ratio Rank of BATT is 1616
Calmar Ratio Rank
The Martin Ratio Rank of BATT is 1414
Martin Ratio Rank

TDV
The Risk-Adjusted Performance Rank of TDV is 3434
Overall Rank
The Sharpe Ratio Rank of TDV is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of TDV is 3434
Sortino Ratio Rank
The Omega Ratio Rank of TDV is 3535
Omega Ratio Rank
The Calmar Ratio Rank of TDV is 3737
Calmar Ratio Rank
The Martin Ratio Rank of TDV is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for BATT, currently valued at -0.11, compared to the broader market-1.000.001.002.003.004.00
BATT: -0.11
TDV: 0.18
The chart of Sortino ratio for BATT, currently valued at 0.05, compared to the broader market-2.000.002.004.006.008.00
BATT: 0.05
TDV: 0.42
The chart of Omega ratio for BATT, currently valued at 1.01, compared to the broader market0.501.001.502.002.50
BATT: 1.01
TDV: 1.06
The chart of Calmar ratio for BATT, currently valued at -0.06, compared to the broader market0.002.004.006.008.0010.0012.00
BATT: -0.06
TDV: 0.19
The chart of Martin ratio for BATT, currently valued at -0.32, compared to the broader market0.0020.0040.0060.00
BATT: -0.32
TDV: 0.74

The current BATT Sharpe Ratio is -0.11, which is lower than the TDV Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of BATT and TDV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
-0.11
0.18
BATT
TDV

Dividends

BATT vs. TDV - Dividend Comparison

BATT's dividend yield for the trailing twelve months is around 3.37%, more than TDV's 1.26% yield.


TTM2024202320222021202020192018
BATT
Amplify Lithium & Battery Technology ETF
3.37%3.17%3.23%4.14%2.32%0.22%3.22%0.90%
TDV
ProShares S&P Technology Dividend Aristocrats ETF
1.26%1.16%1.16%1.67%1.08%1.10%0.12%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%. Use the drawdown chart below to compare losses from any high point for BATT and TDV. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-54.25%
-11.85%
BATT
TDV

Volatility

BATT vs. TDV - Volatility Comparison

The current volatility for Amplify Lithium & Battery Technology ETF (BATT) is 16.03%, while ProShares S&P Technology Dividend Aristocrats ETF (TDV) has a volatility of 17.14%. This indicates that BATT experiences smaller price fluctuations and is considered to be less risky than TDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.03%
17.14%
BATT
TDV