BATT vs VXUS

BATT vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. BATT delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: BATTMore Diversified: VXUS

Side-by-Side Comparison

MetricBATTVXUSWinner
Expense Ratio0.59%0.05%
AUM$124M$158.1B
Dividend Yield1.77%2.59%
Holdings548,747
YTD Return+9.48%+15.22%
1Y Return+46.38%+26.86%
3Y Return (annualized)+10.18%+20.34%
5Y Return (annualized)-0.57%+9.38%
Volatility (annualized)30.6%15.1%
Max Drawdown-69.4%-39.9%
Fund FamilyAmplify ETFsVanguard (US)
CategoryEquityEquity
InceptionJun 4, 2018Jan 26, 2011

BATT vs VXUS Performance

Amplify Lithium & Battery Technology ETF (BATT) is a ETF from Amplify ETFs and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BATT returned +46.38% while VXUS returned +26.86%. Year to date, BATT is up 9.48% versus a gain of 15.22% for VXUS.

Over three years, BATT compounded at +10.18% per year against +20.34% for VXUS; over five years the annualized figures are -0.57% and +9.38% respectively. Across the full 8-year window we track, VXUS has the edge at +4.89% annualized vs -1.44%. 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BATT charges 0.59% per year while VXUS charges 0.05%. On a $10,000 position that is $59 vs $5 annually, a gap of $54 per year that compounds over a long holding period. On income, BATT currently yields 1.77% against 2.59% for VXUS.

Holdings Overlap

0.8%overlap

BATT and VXUS share 23 holdings out of 7898 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BATTWeight in VXUSDifference
300750:SH6.66%0.03%6.63%
GMEXICOB:MX3.18%0.08%3.10%
6762:JP2.87%0.07%2.80%
TECK.B:CAProProPro
FM:CAProProPro
S32:AUProProPro
LUN:CAProProPro
ANTO:LNProProPro
CS:CAProProPro
HBM:CAProProPro
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Frequently Asked Questions

Which is cheaper, BATT or VXUS?

BATT has an expense ratio of 0.59% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, BATT or VXUS?

Over the past year BATT returned +46.38% vs +26.86% for VXUS, so BATT leads on 1-year performance. Over the longest common window we track (8 years), BATT annualized -1.44% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, BATT or VXUS?

BATT has been the more volatile fund at 30.6% annualized versus 15.1% for VXUS. Worst drawdown: BATT -69.4% vs VXUS -39.9%.

Should I hold both BATT and VXUS?

BATT and VXUS have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BATT and VXUS?

BATT and VXUS share 23 common holdings with a 0.8% weight overlap. Combined, they hold 7898 unique securities.

Which pays a higher dividend, BATT or VXUS?

BATT yields 1.77% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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