BATT vs. TLT
Compare and contrast key facts about Amplify Lithium & Battery Technology ETF (BATT) and iShares 20+ Year Treasury Bond ETF (TLT).
BATT and TLT 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. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BATT or TLT.
Key characteristics
| BATT | TLT | |
|---|---|---|
| YTD Return | -15.57% | -9.72% |
| 1Y Return | -22.52% | -14.30% |
| 3Y Return (Ann) | -15.36% | -11.96% |
| 5Y Return (Ann) | -3.63% | -4.37% |
| Sharpe Ratio | -1.06 | -0.76 |
| Daily Std Dev | 23.55% | 17.24% |
| Max Drawdown | -69.38% | -48.35% |
| Current Drawdown | -52.36% | -43.75% |
Correlation
The correlation between BATT and TLT is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BATT vs. TLT - Performance Comparison
In the year-to-date period, BATT achieves a -15.57% return, which is significantly lower than TLT's -9.72% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BATT vs. TLT - Expense Ratio Comparison
BATT has a 0.59% expense ratio, which is higher than TLT's 0.15% expense ratio.
Risk-Adjusted Performance
BATT vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and iShares 20+ Year Treasury Bond ETF (TLT). 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. TLT - Dividend Comparison
BATT's dividend yield for the trailing twelve months is around 3.82%, less than TLT's 3.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 3.82% | 3.23% | 4.14% | 2.32% | 0.21% | 3.22% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLT iShares 20+ Year Treasury Bond ETF | 3.92% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% | 3.26% |
Drawdowns
BATT vs. TLT - Drawdown Comparison
The maximum BATT drawdown since its inception was -69.38%, which is greater than TLT's maximum drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for BATT and TLT. For additional features, visit the drawdowns tool.
Volatility
BATT vs. TLT - Volatility Comparison
Amplify Lithium & Battery Technology ETF (BATT) has a higher volatility of 5.02% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 4.26%. This indicates that BATT's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.