BATT vs VTI
Amplify Lithium & Battery Technology ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. BATT delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BATT | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $124M | $666.9B | |
| Dividend Yield | 1.77% | 1.07% | |
| Holdings | 54 | 3,543 | |
| YTD Return | +9.22% | +13.67% | |
| 1Y Return | +48.03% | +22.17% | |
| 3Y Return (annualized) | +10.83% | +21.93% | |
| 5Y Return (annualized) | +0.37% | +12.51% | |
| Volatility (annualized) | 30.6% | 15.3% | |
| Max Drawdown | -69.4% | -56.6% | |
| Fund Family | Amplify ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 4, 2018 | May 24, 2001 |
BATT vs VTI Performance
Amplify Lithium & Battery Technology ETF (BATT) is a ETF from Amplify ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BATT returned +48.03% while VTI returned +22.17%. Year to date, BATT is up 9.22% versus a gain of 13.67% for VTI.
Over three years, BATT compounded at +10.83% per year against +21.93% for VTI; over five years the annualized figures are +0.37% and +12.51% respectively. Across the full 8-year window we track, VTI has the edge at +8.11% 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 VTI. 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 -56.6% for VTI. 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BATT charges 0.59% per year while VTI 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 1.07% for VTI.
Holdings Overlap
BATT and VTI share 6 holdings out of 2833 unique holdings combined, representing a 1.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BATT or VTI?
BATT has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, BATT or VTI?
Over the past year BATT returned +48.03% vs +22.17% for VTI, so BATT leads on 1-year performance. Over the longest common window we track (8 years), BATT annualized -1.47% vs +8.11% for VTI. Past performance does not guarantee future results.
Which is riskier, BATT or VTI?
BATT has been the more volatile fund at 30.6% annualized versus 15.3% for VTI. Worst drawdown: BATT -69.4% vs VTI -56.6%.
Should I hold both BATT and VTI?
BATT and VTI have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BATT and VTI?
BATT and VTI share 6 common holdings with a 1.9% weight overlap. Combined, they hold 2833 unique securities.
Which pays a higher dividend, BATT or VTI?
BATT yields 1.77% while VTI yields 1.07%, so BATT currently pays the higher dividend yield.
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