BATT vs SPY
Amplify Lithium & Battery Technology ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, BATT or SPY?
Mid Cap Growth against Large Cap Blend.
SPY has a lower expense ratio. BATT led over 1Y, SPY over 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 45.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BATT | SPY |
|---|---|---|
| Expense Ratio | 0.59% | 0.09%Best |
| AUM | $126M | $804.7B |
| Dividend Yield | 1.61% | 0.98% |
| Holdings | 54 | 505 |
| YTD Return | +6.78% | +12.47%Best |
| 1Y Return | +33.45%Best | +17.51% |
| 3Y Return (annualized) | +9.84% | +21.18%Best |
| 5Y Return (annualized) | -1.01% | +12.88%Best |
| Volatility (annualized) | 30.6% | 16.6%Best |
| Max Drawdown | -69.4% | -34.1%Best |
| $10,000 over 5 years | $9,505 | $18,327Best |
| Top 10 Weight | 45.4% | 38.0%Best |
| Fund Family | Amplify ETFs | State Street Investment Management |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Jun 4, 2018 | Jan 22, 1993 |
Volatility and max drawdown are measured over the window both funds cover: Jun 6, 2018 to Sep 11, 2026 (8.3 years).
BATT vs SPY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.3 years both funds cover.
BATT vs SPY Performance
Amplify Lithium & Battery Technology ETF (BATT) is an ETF from Amplify ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year BATT returned +33.45% while SPY returned +17.51%. Year to date, BATT is up 6.78% versus a gain of 12.47% for SPY.
Over three years, BATT compounded at +9.84% per year against +21.18% for SPY; over five years the annualized figures are -1.01% and +12.88% respectively. Across the full 8-year window we track, SPY has the edge at +14.06% annualized vs -1.73%.
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 16.6% 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 -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
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 1.61% against 0.98% for SPY.
Holdings Overlap
9.1% of BATT's money is in holdings SPY also owns. 1.4% of SPY's money is in holdings BATT also owns.
BATT and SPY share little of their money.
2 positions in common, counted across the 52 positions we hold weights for in BATT and 504 in SPY, against full books of 54 and 505.
What only one of them owns
Our book lists 492 positions for SPY that do not appear in our book for BATT (98.1% of the fund), and 7 for BATT that do not appear in SPY (15.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BATT and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $50 a year on a $10,000 investment.
Which performed better, BATT or SPY?
Over the past year BATT returned +33.45% vs +17.51% for SPY, so BATT leads on 1-year performance. Over the longest common window we track (8 years), BATT annualized -1.73% vs +14.06% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BATT or SPY?
BATT has been the more volatile fund at 30.6% annualized versus 16.6% for SPY. Worst drawdown: BATT -69.4% vs SPY -34.1%.
Should I hold both BATT and SPY?
BATT and SPY have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BATT and SPY?
9.1% of BATT's money is in holdings SPY also owns. 1.4% of SPY's is in holdings BATT also owns. They hold 2 positions in common, counted across the 52 positions we hold weights for in BATT and 504 in SPY.
Which pays a higher dividend, BATT or SPY?
BATT yields 1.61% while SPY yields 0.98%, so BATT currently pays the higher dividend yield.
Is SPY better than BATT?
SPY has a lower expense ratio. BATT led over 1Y, SPY over 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 45.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.