BATT vs VOO

BATT vs VOO

Which is better, BATT or VOO?

Mid Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. BATT led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 45.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricBATTVOO
Expense Ratio0.59%0.03%Best
AUM$126M$997.4B
Dividend Yield1.61%1.04%
Holdings54509
YTD Return+6.78%+12.50%Best
1Y Return+33.45%Best+17.58%
3Y Return (annualized)+9.84%+21.27%Best
5Y Return (annualized)-1.01%+12.95%Best
Volatility (annualized)30.6%16.6%Best
Max Drawdown-69.4%-34.3%Best
$10,000 over 5 years$9,505$18,384Best
Top 10 Weight45.4%36.4%Best
Fund FamilyAmplify ETFsVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionJun 4, 2018Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jun 6, 2018 to Sep 11, 2026 (8.3 years).

BATT vs VOO 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 VOO Performance

Amplify Lithium & Battery Technology ETF (BATT) is an ETF from Amplify ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BATT returned +33.45% while VOO returned +17.58%. Year to date, BATT is up 6.78% versus a gain of 12.50% for VOO.

Over three years, BATT compounded at +9.84% per year against +21.27% for VOO; over five years the annualized figures are -1.01% and +12.95% respectively. Across the full 8-year window we track, VOO has the edge at +14.12% 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 VOO. 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 -34.3% for VOO. 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 VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, BATT currently yields 1.61% against 1.04% for VOO.

Holdings Overlap

BATT already in VOO15.3%
VOO already in BATT2.0%

15.3% of BATT's money is in holdings VOO also owns. 2.0% of VOO's money is in holdings BATT also owns.

BATT and VOO share little of their money.

The two holdings books were reported 63 days apart, BATT as of Sep 1, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

3 positions in common, counted across the 52 positions we hold weights for in BATT and 505 in VOO, against full books of 54 and 509.

What only one of them owns

Our book lists 493 positions for VOO that do not appear in our book for BATT (97.4% of the fund), and 6 for BATT that do not appear in VOO (9.2%).

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.

Top Shared Holdings

StockWeight in BATTWeight in VOODifference
TSLATesla Inc7.26%1.84%5.42%
FCXFreeport-McMoran Copper & Gold Inc6.20%0.14%6.06%
ALBAlbemarle Corp.1.80%0.02%1.78%

You are not choosing between two funds in isolation.

Whichever of BATT and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BATTVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BATT or VOO?

BATT has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, BATT or VOO?

Over the past year BATT returned +33.45% vs +17.58% for VOO, so BATT leads on 1-year performance. Over the longest common window we track (8 years), BATT annualized -1.73% vs +14.12% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BATT or VOO?

BATT has been the more volatile fund at 30.6% annualized versus 16.6% for VOO. Worst drawdown: BATT -69.4% vs VOO -34.3%.

Should I hold both BATT and VOO?

BATT and VOO 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 VOO?

15.3% of BATT's money is in holdings VOO also owns. 2.0% of VOO's is in holdings BATT also owns. They hold 3 positions in common, counted across the 52 positions we hold weights for in BATT and 505 in VOO.

Which pays a higher dividend, BATT or VOO?

BATT yields 1.61% while VOO yields 1.04%, so BATT currently pays the higher dividend yield.

Is VOO better than BATT?

VOO has a lower expense ratio. BATT led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% 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.