StockComparison Logo
vs

BATT vs FPA

Comparison between AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF) and FIRST TRUST ASIA PACIFIC EX-JAPAN ALPHADEX FUND (FPA, ETF).

5-Year PerformanceFPA has outperformed BATT, delivering a return of +10.9% compared to +1.6%

BATT vs FPA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BATT
$126M
FPA
$126M
Expense Ratio
Winner
BATT
0.59%
FPA
0.80%
Max Drawdown
BATT
70.62%
Winner
FPA
55.79%
Sharpe Ratio
Winner
BATT
1.94
FPA
1.82
5Y Beta
BATT
1.16
Winner
FPA
0.91
5Y Dividends CAGR
BATT
6.69%
Winner
FPA
24.87%

BATT vs FPA - Historical Returns

Returns include dividend reinvestment.

1M
BATT
-6.10%
Winner
FPA
-2.77%
3M
BATT
+6.80%
Winner
FPA
+16.77%
6M
BATT
+16.79%
Winner
FPA
+35.55%
1Y
Winner
BATT
+81.89%
FPA
+61.73%
5Y(CAGR)
BATT
+1.56%
Winner
FPA
+10.90%
10Y(CAGR)
BATT
N/A
FPA
+10.04%
Max(CAGR)
BATT
-0.76%
Winner
FPA
+6.64%

BATT vs FPA - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearBATTFPA
2026+12.48%+35.01%
2025+59.89%+41.95%
2024-12.13%+5.55%
2023-6.11%+13.27%
2022-33.31%-14.58%
2021+10.26%+1.29%
2020+41.47%+13.32%
2019-2.87%+8.59%
2018-42.46%-22.54%
2017N/A+33.88%
2016N/A+2.79%
2015N/A+0.37%
2014N/A+5.58%
2013N/A+3.11%
2012N/A+24.72%
2011N/A-24.40%

BATT vs FPA Drawdown Comparison

The maximum drawdown for BATT was -69.40%, occurring on Mar 23, 2020. Recovery took 853 trading sessions.

The maximum drawdown for FPA was -52.90%, occurring on Mar 23, 2020. Recovery took 808 trading sessions.

The current BATT drawdown is -12.04%. The current FPA drawdown is -12.96%.

RankBATTFPA
#1-69.40%
Jun 6, 2018 - Oct 25, 2021
-52.90%
Jan 26, 2018 - Apr 14, 2021
#2-61.93%
Nov 8, 2021 - May 11, 2026
-37.78%
Jul 26, 2011 - May 14, 2014
#3-12.04%
May 13, 2026 - Jun 5, 2026
-35.36%
Jun 2, 2021 - May 23, 2025
#4-2.51%
Oct 25, 2021 - Oct 28, 2021
-24.59%
Apr 28, 2015 - May 22, 2017
#5-1.45%
Nov 1, 2021 - Nov 4, 2021
-15.34%
Feb 26, 2026 - Apr 30, 2026
#6-1.01%
May 11, 2026 - May 13, 2026
-13.25%
Aug 26, 2014 - Apr 6, 2015
#7-0.99%
Nov 4, 2021 - Nov 8, 2021
-12.96%
Jun 1, 2026 - Jun 5, 2026
#8N/A-7.08%
May 14, 2026 - May 26, 2026
#9N/A-6.98%
Apr 26, 2011 - Jul 7, 2011
#10N/A-6.39%
Nov 3, 2025 - Jan 6, 2026
#11N/A-4.74%
Sep 16, 2025 - Oct 20, 2025
#12N/A-4.40%
Jul 26, 2017 - Sep 12, 2017
#13N/A-4.40%
May 6, 2026 - May 14, 2026
#14N/A-4.08%
Sep 18, 2017 - Oct 12, 2017
#15N/A-3.80%
May 7, 2021 - Jun 2, 2021

Correlation

Correlation between BATT and FPA is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (2011 - 2026)

BATT vs FPA dividend yield comparison.

YearBATTFPA
20260.00%0.82%
20251.85%4.71%
20243.17%3.40%
20233.23%3.02%
20224.14%4.22%
20212.32%5.12%
20200.21%1.59%
20193.22%3.90%
20180.89%2.81%
20170.00%3.15%
20160.00%2.42%
20150.00%1.74%
20140.00%4.11%
20130.00%2.35%
20120.00%1.59%
20110.00%2.17%

Select Stocks to Compare