BATT vs VYM
Amplify Lithium & Battery Technology ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BATT delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BATT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.04% | |
| AUM | $124M | $81.6B | |
| Dividend Yield | 1.77% | 2.24% | |
| Holdings | 54 | 616 | |
| YTD Return | +9.48% | +16.42% | |
| 1Y Return | +46.38% | +24.22% | |
| 3Y Return (annualized) | +10.18% | +19.03% | |
| 5Y Return (annualized) | -0.57% | +12.21% | |
| Volatility (annualized) | 30.6% | 14.6% | |
| Max Drawdown | -69.4% | -58.8% | |
| Fund Family | Amplify ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 4, 2018 | Nov 10, 2006 |
BATT vs VYM Performance
Amplify Lithium & Battery Technology ETF (BATT) is a ETF from Amplify ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BATT returned +46.38% while VYM returned +24.22%. Year to date, BATT is up 9.48% versus a gain of 16.42% for VYM.
Over three years, BATT compounded at +10.18% per year against +19.03% for VYM; over five years the annualized figures are -0.57% and +12.21% respectively. Across the full 8-year window we track, VYM has the edge at +7.10% 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BATT charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, BATT currently yields 1.77% against 2.24% for VYM.
Holdings Overlap
BATT and VYM share 1 holdings out of 654 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BATT | Weight in VYM | Difference |
|---|---|---|---|
| ALB | 1.47% | 0.07% | 1.40% |
Frequently Asked Questions
Which is cheaper, BATT or VYM?
BATT has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, BATT or VYM?
Over the past year BATT returned +46.38% vs +24.22% for VYM, so BATT leads on 1-year performance. Over the longest common window we track (8 years), BATT annualized -1.44% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, BATT or VYM?
BATT has been the more volatile fund at 30.6% annualized versus 14.6% for VYM. Worst drawdown: BATT -69.4% vs VYM -58.8%.
Should I hold both BATT and VYM?
BATT and VYM have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BATT and VYM?
BATT and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 654 unique securities.
Which pays a higher dividend, BATT or VYM?
BATT yields 1.77% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.