BATT vs SPY
Amplify Lithium & Battery Technology ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. BATT delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BATT | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.09% | |
| AUM | $124M | $821.1B | |
| Dividend Yield | 1.77% | 1.01% | |
| Holdings | 54 | 505 | |
| YTD Return | +9.22% | +13.17% | |
| 1Y Return | +48.03% | +21.53% | |
| 3Y Return (annualized) | +10.83% | +22.06% | |
| 5Y Return (annualized) | +0.37% | +13.35% | |
| Volatility (annualized) | 30.6% | 15.3% | |
| Max Drawdown | -69.4% | -56.5% | |
| Fund Family | Amplify ETFs | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jun 4, 2018 | Jan 22, 1993 |
BATT vs SPY Performance
Amplify Lithium & Battery Technology ETF (BATT) is a ETF from Amplify ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BATT returned +48.03% while SPY returned +21.53%. Year to date, BATT is up 9.22% versus a gain of 13.17% for SPY.
Over three years, BATT compounded at +10.83% per year against +22.06% for SPY; over five years the annualized figures are +0.37% and +13.35% respectively. Across the full 8-year window we track, SPY has the edge at +8.82% annualized vs -1.47%. 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 15.3% for SPY. 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 -56.5% for SPY. 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BATT charges 0.59% per year while SPY charges 0.09%. On a $10,000 position that is $59 vs $9 annually, a gap of $50 per year that compounds over a long holding period. On income, BATT currently yields 1.77% against 1.01% for SPY.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, BATT or SPY?
BATT has an expense ratio of 0.59% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, BATT or SPY?
Over the past year BATT returned +48.03% vs +21.53% for SPY, so BATT leads on 1-year performance. Over the longest common window we track (8 years), BATT annualized -1.47% vs +8.82% for SPY. Past performance does not guarantee future results.
Which is riskier, BATT or SPY?
BATT has been the more volatile fund at 30.6% annualized versus 15.3% for SPY. Worst drawdown: BATT -69.4% vs SPY -56.5%.
Should I hold both BATT and SPY?
BATT and SPY have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BATT and SPY?
BATT and SPY share 2 common holdings with a 1.4% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, BATT or SPY?
BATT yields 1.77% while SPY yields 1.01%, so BATT currently pays the higher dividend yield.
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