BATT vs. VOO
Compare and contrast key facts about Amplify Lithium & Battery Technology ETF (BATT) and Vanguard S&P 500 ETF (VOO).
BATT and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BATT or VOO.
Key characteristics
| BATT | VOO | |
|---|---|---|
| YTD Return | -9.97% | 7.94% |
| 1Y Return | -18.95% | 28.21% |
| 3Y Return (Ann) | -12.68% | 8.82% |
| 5Y Return (Ann) | -2.20% | 13.59% |
| Sharpe Ratio | -0.78 | 2.33 |
| Daily Std Dev | 23.80% | 11.70% |
| Max Drawdown | -69.38% | -33.99% |
| Current Drawdown | -49.20% | -2.36% |
Correlation
The correlation between BATT and VOO 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.
Performance
BATT vs. VOO - Performance Comparison
In the year-to-date period, BATT achieves a -9.97% return, which is significantly lower than VOO's 7.94% 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. VOO - Expense Ratio Comparison
BATT has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BATT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Lithium & Battery Technology ETF (BATT) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BATT's dividend yield for the trailing twelve months is around 3.59%, more than VOO's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATT Amplify Lithium & Battery Technology ETF | 3.59% | 3.23% | 4.14% | 2.32% | 0.21% | 3.22% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BATT vs. VOO - Drawdown Comparison
The maximum BATT drawdown since its inception was -69.38%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BATT and VOO. For additional features, visit the drawdowns tool.
Volatility
BATT vs. VOO - Volatility Comparison
Amplify Lithium & Battery Technology ETF (BATT) has a higher volatility of 7.37% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. This indicates that BATT's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.