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UX vs. BATT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

UX vs. BATT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill Uranium ETF (UX) and Amplify Lithium & Battery Technology ETF (BATT). The values are adjusted to include any dividend payments, if applicable.

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UX vs. BATT - Yearly Performance Comparison


2026 (YTD)2025
UX
Roundhill Uranium ETF
2.86%15.76%
BATT
Amplify Lithium & Battery Technology ETF
7.90%59.89%

Returns By Period

In the year-to-date period, UX achieves a 2.86% return, which is significantly lower than BATT's 7.90% return.


UX

1D
4.92%
1M
-0.77%
YTD
2.86%
6M
-0.22%
1Y
36.86%
3Y*
5Y*
10Y*

BATT

1D
4.20%
1M
-8.43%
YTD
7.90%
6M
16.74%
1Y
81.61%
3Y*
7.85%
5Y*
1.94%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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UX vs. BATT - Expense Ratio Comparison

UX has a 0.75% expense ratio, which is higher than BATT's 0.59% expense ratio.


Return for Risk

UX vs. BATT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UX
UX Risk / Return Rank: 5353
Overall Rank
UX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
UX Sortino Ratio Rank: 5959
Sortino Ratio Rank
UX Omega Ratio Rank: 4848
Omega Ratio Rank
UX Calmar Ratio Rank: 6363
Calmar Ratio Rank
UX Martin Ratio Rank: 4343
Martin Ratio Rank

BATT
BATT Risk / Return Rank: 9595
Overall Rank
BATT Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
BATT Sortino Ratio Rank: 9595
Sortino Ratio Rank
BATT Omega Ratio Rank: 9393
Omega Ratio Rank
BATT Calmar Ratio Rank: 9696
Calmar Ratio Rank
BATT Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UX vs. BATT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill Uranium ETF (UX) 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.


UXBATTDifference

Sharpe ratio

Return per unit of total volatility

0.98

2.54

-1.56

Sortino ratio

Return per unit of downside risk

1.53

2.97

-1.44

Omega ratio

Gain probability vs. loss probability

1.18

1.41

-0.23

Calmar ratio

Return relative to maximum drawdown

1.63

4.31

-2.68

Martin ratio

Return relative to average drawdown

4.02

16.05

-12.03

UX vs. BATT - Sharpe Ratio Comparison

The current UX Sharpe Ratio is 0.98, which is lower than the BATT Sharpe Ratio of 2.54. The chart below compares the historical Sharpe Ratios of UX and BATT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


UXBATTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.98

2.54

-1.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

-0.05

+0.48

Correlation

The correlation between UX and BATT is 0.45, 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.


Dividends

UX vs. BATT - Dividend Comparison

UX's dividend yield for the trailing twelve months is around 1.44%, less than BATT's 1.72% yield.


TTM20252024202320222021202020192018
UX
Roundhill Uranium ETF
1.44%1.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

UX vs. BATT - Drawdown Comparison

The maximum UX drawdown since its inception was -23.72%, smaller than the maximum BATT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for UX and BATT.


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Drawdown Indicators


UXBATTDifference

Max Drawdown

Largest peak-to-trough decline

-23.72%

-69.38%

+45.66%

Max Drawdown (1Y)

Largest decline over 1 year

-23.72%

-18.00%

-5.72%

Max Drawdown (5Y)

Largest decline over 5 years

-61.98%

Current Drawdown

Current decline from peak

-16.78%

-16.31%

-0.47%

Average Drawdown

Average peak-to-trough decline

-9.07%

-35.41%

+26.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.61%

4.83%

+4.78%

Volatility

UX vs. BATT - Volatility Comparison

The current volatility for Roundhill Uranium ETF (UX) is 12.49%, while Amplify Lithium & Battery Technology ETF (BATT) has a volatility of 14.03%. This indicates that UX 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


UXBATTDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.49%

14.03%

-1.54%

Volatility (6M)

Calculated over the trailing 6-month period

27.48%

25.15%

+2.33%

Volatility (1Y)

Calculated over the trailing 1-year period

37.90%

32.37%

+5.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.52%

29.25%

+8.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.52%

30.55%

+6.97%