JAGG vs. BATT
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) and Amplify Lithium & Battery Technology ETF (BATT).
JAGG and BATT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JAGG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Bond Index. It was launched on Dec 12, 2018. BATT is an actively managed fund by Amplify. It was launched on Jun 6, 2018.
Performance
JAGG vs. BATT - Performance Comparison
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JAGG vs. BATT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.11% | 7.27% | 1.26% | 5.41% | -13.26% | -1.79% | 7.31% | 8.31% | 1.00% |
BATT Amplify Lithium & Battery Technology ETF | 7.90% | 59.70% | -13.93% | -7.05% | -32.25% | 16.52% | 44.43% | -2.40% | -5.69% |
Returns By Period
In the year-to-date period, JAGG achieves a 0.11% return, which is significantly lower than BATT's 7.90% return.
JAGG
- 1D
- 0.30%
- 1M
- -1.73%
- YTD
- 0.11%
- 6M
- 1.03%
- 1Y
- 4.51%
- 3Y*
- 3.61%
- 5Y*
- 0.15%
- 10Y*
- —
BATT
- 1D
- 4.20%
- 1M
- -8.43%
- YTD
- 7.90%
- 6M
- 16.74%
- 1Y
- 81.61%
- 3Y*
- 7.85%
- 5Y*
- 1.94%
- 10Y*
- —
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JAGG vs. BATT - Expense Ratio Comparison
JAGG has a 0.03% expense ratio, which is lower than BATT's 0.59% expense ratio.
Return for Risk
JAGG vs. BATT — Risk / Return Rank
JAGG
BATT
JAGG vs. BATT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) and Amplify Lithium & Battery Technology ETF (BATT). 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.
| JAGG | BATT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 2.54 | -1.53 |
Sortino ratioReturn per unit of downside risk | 1.43 | 2.97 | -1.54 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.41 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 4.31 | -2.50 |
Martin ratioReturn relative to average drawdown | 4.90 | 16.05 | -11.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JAGG | BATT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 2.54 | -1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.07 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | -0.05 | +0.38 |
Correlation
The correlation between JAGG and BATT is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JAGG vs. BATT - Dividend Comparison
JAGG's dividend yield for the trailing twelve months is around 4.32%, more than BATT's 1.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.32% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% |
BATT Amplify Lithium & Battery Technology ETF | 1.72% | 1.85% | 3.17% | 3.23% | 4.14% | 2.32% | 0.21% | 3.22% | 0.89% |
Drawdowns
JAGG vs. BATT - Drawdown Comparison
The maximum JAGG drawdown since its inception was -18.73%, smaller than the maximum BATT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for JAGG and BATT.
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Drawdown Indicators
| JAGG | BATT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.73% | -69.38% | +50.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.61% | -18.00% | +15.39% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -61.98% | +43.92% |
Current DrawdownCurrent decline from peak | -2.90% | -16.31% | +13.41% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -35.41% | +29.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 4.83% | -3.87% |
Volatility
JAGG vs. BATT - Volatility Comparison
The current volatility for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) is 1.83%, while Amplify Lithium & Battery Technology ETF (BATT) has a volatility of 14.03%. This indicates that JAGG experiences smaller price fluctuations and is considered to be less risky than BATT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGG | BATT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 14.03% | -12.20% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 25.15% | -22.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.47% | 32.37% | -27.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 29.25% | -23.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 30.55% | -24.71% |