BATT vs. TDV
Compare and contrast key facts about Amplify Lithium & Battery Technology ETF (BATT) and ProShares S&P Technology Dividend Aristocrats ETF (TDV).
BATT and TDV 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. TDV is a passively managed fund by ProShares that tracks the performance of the Zacks 2040 Lifecycle Index. It was launched on Nov 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BATT or TDV.
Performance
BATT vs. TDV - Performance Comparison
Returns By Period
In the year-to-date period, BATT achieves a -14.33% return, which is significantly lower than TDV's 9.63% return.
BATT
-14.33%
-3.01%
-7.10%
-10.35%
-0.31%
N/A
TDV
9.63%
-2.66%
3.90%
18.48%
15.05%
N/A
Key characteristics
| BATT | TDV | |
|---|---|---|
| Sharpe Ratio | -0.44 | 1.05 |
| Sortino Ratio | -0.48 | 1.50 |
| Omega Ratio | 0.95 | 1.19 |
| Calmar Ratio | -0.20 | 1.47 |
| Martin Ratio | -0.81 | 5.16 |
| Ulcer Index | 14.08% | 3.45% |
| Daily Std Dev | 25.86% | 16.91% |
| Max Drawdown | -69.38% | -32.78% |
| Current Drawdown | -51.67% | -4.58% |
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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.
Correlation
The correlation between BATT and TDV is 0.64, 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. 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.
Dividends
BATT vs. TDV - Dividend Comparison
BATT's dividend yield for the trailing twelve months is around 3.77%, more than TDV's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 3.77% | 3.23% | 4.14% | 2.32% | 0.22% | 3.22% | 0.90% |
TDV ProShares S&P Technology Dividend Aristocrats ETF | 1.19% | 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.
Volatility
BATT vs. TDV - Volatility Comparison
Amplify Lithium & Battery Technology ETF (BATT) has a higher volatility of 8.44% compared to ProShares S&P Technology Dividend Aristocrats ETF (TDV) at 5.30%. 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.