TDV vs. BATT
Compare and contrast key facts about ProShares S&P Technology Dividend Aristocrats ETF (TDV) and Amplify Lithium & Battery Technology ETF (BATT).
TDV and BATT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. BATT is an actively managed fund by Amplify Investments. It was launched on Jun 6, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TDV or BATT.
Correlation
The correlation between TDV and BATT 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.
Performance
TDV vs. BATT - Performance Comparison
Key characteristics
TDV:
0.18
BATT:
-0.11
TDV:
0.42
BATT:
0.05
TDV:
1.06
BATT:
1.01
TDV:
0.19
BATT:
-0.06
TDV:
0.74
BATT:
-0.32
TDV:
5.92%
BATT:
10.66%
TDV:
24.09%
BATT:
30.15%
TDV:
-32.78%
BATT:
-69.38%
TDV:
-11.85%
BATT:
-54.25%
Returns By Period
The year-to-date returns for both stocks are quite close, with TDV having a -5.73% return and BATT slightly lower at -5.80%.
TDV
-5.73%
-4.65%
-6.64%
3.49%
15.67%
N/A
BATT
-5.80%
-5.69%
-9.36%
-4.18%
4.86%
N/A
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TDV vs. BATT - Expense Ratio Comparison
TDV has a 0.66% expense ratio, which is higher than BATT's 0.59% expense ratio.
Risk-Adjusted Performance
TDV vs. BATT — Risk-Adjusted Performance Rank
TDV
BATT
TDV vs. BATT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares S&P Technology Dividend Aristocrats ETF (TDV) 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.
Dividends
TDV vs. BATT - Dividend Comparison
TDV's dividend yield for the trailing twelve months is around 1.26%, less than BATT's 3.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
TDV ProShares S&P Technology Dividend Aristocrats ETF | 1.26% | 1.16% | 1.16% | 1.67% | 1.08% | 1.10% | 0.12% | 0.00% |
BATT Amplify Lithium & Battery Technology ETF | 3.37% | 3.17% | 3.23% | 4.14% | 2.32% | 0.22% | 3.22% | 0.90% |
Drawdowns
TDV vs. BATT - Drawdown Comparison
The maximum TDV drawdown since its inception was -32.78%, smaller than the maximum BATT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for TDV and BATT. For additional features, visit the drawdowns tool.
Volatility
TDV vs. BATT - Volatility Comparison
ProShares S&P Technology Dividend Aristocrats ETF (TDV) has a higher volatility of 17.14% compared to Amplify Lithium & Battery Technology ETF (BATT) at 16.03%. This indicates that TDV's price experiences larger fluctuations and is considered to be riskier than BATT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.