BATT vs VOO
Amplify Lithium & Battery Technology ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BATT delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BATT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $124M | $997.4B | |
| Dividend Yield | 1.77% | 1.08% | |
| Holdings | 54 | 509 | |
| YTD Return | +7.87% | +12.95% | |
| 1Y Return | +44.36% | +20.69% | |
| 3Y Return (annualized) | +10.38% | +22.09% | |
| 5Y Return (annualized) | -0.31% | +13.40% | |
| Volatility (annualized) | 30.6% | 14.1% | |
| Max Drawdown | -69.4% | -34.3% | |
| Fund Family | Amplify ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 4, 2018 | Sep 7, 2010 |
BATT vs VOO Performance
Amplify Lithium & Battery Technology ETF (BATT) is a ETF from Amplify ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BATT returned +44.36% while VOO returned +20.69%. Year to date, BATT is up 7.87% versus a gain of 12.95% for VOO.
Over three years, BATT compounded at +10.38% per year against +22.09% for VOO; over five years the annualized figures are -0.31% and +13.40% respectively. Across the full 8-year window we track, VOO has the edge at +13.50% annualized vs -1.62%. 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 14.1% 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 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 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 1.77% against 1.08% for VOO.
Holdings Overlap
BATT and VOO share 3 holdings out of 554 unique holdings combined, representing a 2.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $56 per year of difference.
Which performed better, BATT or VOO?
Over the past year BATT returned +44.36% vs +20.69% for VOO, so BATT leads on 1-year performance. Over the longest common window we track (8 years), BATT annualized -1.62% vs +13.50% for VOO. Past performance does not guarantee future results.
Which is riskier, BATT or VOO?
BATT has been the more volatile fund at 30.6% annualized versus 14.1% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BATT and VOO?
BATT and VOO share 3 common holdings with a 2.0% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, BATT or VOO?
BATT yields 1.77% while VOO yields 1.08%, so BATT currently pays the higher dividend yield.
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