BATT vs SCHD
Amplify Lithium & Battery Technology ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. BATT delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | BATT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.06% | |
| AUM | $124M | $108.7B | |
| Dividend Yield | 1.77% | 3.13% | |
| Holdings | 54 | 104 | |
| YTD Return | +9.48% | +26.54% | |
| 1Y Return | +46.38% | +30.90% | |
| 3Y Return (annualized) | +10.18% | +16.29% | |
| 5Y Return (annualized) | -0.57% | +9.65% | |
| Volatility (annualized) | 30.6% | 13.6% | |
| Max Drawdown | -69.4% | -33.4% | |
| Fund Family | Amplify ETFs | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 4, 2018 | Oct 20, 2011 |
BATT vs SCHD Performance
Amplify Lithium & Battery Technology ETF (BATT) is a ETF from Amplify ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BATT returned +46.38% while SCHD returned +30.90%. Year to date, BATT is up 9.48% versus a gain of 26.54% for SCHD.
Over three years, BATT compounded at +10.18% per year against +16.29% for SCHD; over five years the annualized figures are -0.57% and +9.65% respectively. Across the full 8-year window we track, SCHD has the edge at +11.51% annualized vs -1.44%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BATT has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -69.4% for BATT and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BATT charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, BATT currently yields 1.77% against 3.13% for SCHD.
Holdings Overlap
BATT and SCHD share 0 holdings out of 152 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BATT or SCHD?
BATT has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, BATT or SCHD?
Over the past year BATT returned +46.38% vs +30.90% for SCHD, so BATT leads on 1-year performance. Over the longest common window we track (8 years), BATT annualized -1.44% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, BATT or SCHD?
BATT has been the more volatile fund at 30.6% annualized versus 13.6% for SCHD. Worst drawdown: BATT -69.4% vs SCHD -33.4%.
Should I hold both BATT and SCHD?
BATT and SCHD have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BATT and SCHD?
BATT and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 152 unique securities.
Which pays a higher dividend, BATT or SCHD?
BATT yields 1.77% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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