BATT vs IBHJ
Comparison between AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF) and ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF (IBHJ, ETF).
BATT vs IBHJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BATT
$141M
IBHJ
$140M
Expense Ratio
BATT
0.59%
Winner
IBHJ
0.35%
Max Drawdown
BATT
70.62%
Winner
IBHJ
7.18%
Sharpe Ratio
Winner
BATT
1.92
IBHJ
0.81
5Y Beta
BATT
1.18
Winner
IBHJ
0.22
5Y Dividends CAGR
BATT
6.69%
IBHJ
N/A
BATT vs IBHJ - Historical Returns
Returns include dividend reinvestment.
1M
BATT
-6.78%
Winner
IBHJ
+0.64%
3M
Winner
BATT
+10.23%
IBHJ
+2.66%
6M
Winner
BATT
+21.87%
IBHJ
+2.79%
1Y
Winner
BATT
+85.28%
IBHJ
+7.21%
5Y(CAGR)
BATT
+1.96%
IBHJ
N/A
10Y(CAGR)
BATT
-0.27%
IBHJ
N/A
Max(CAGR)
BATT
-0.27%
Winner
IBHJ
+9.09%
BATT vs IBHJ - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BATT | IBHJ |
|---|---|---|
| 2026 | +16.95% | +1.85% |
| 2025 | +59.89% | +9.01% |
| 2024 | -12.13% | +7.44% |
| 2023 | -6.11% | +8.36% |
| 2022 | -33.31% | N/A |
| 2021 | +10.26% | N/A |
| 2020 | +41.47% | N/A |
| 2019 | -2.87% | N/A |
| 2018 | -42.46% | N/A |
BATT vs IBHJ Drawdown Comparison
The maximum drawdown for BATT was -69.40%, occurring on Mar 23, 2020. Recovery took 853 trading sessions.
The maximum drawdown for IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The current BATT drawdown is -8.54%. The current IBHJ drawdown is -0.01%.
| Rank | BATT | IBHJ |
|---|---|---|
| #1 | -69.40% Jun 6, 2018 - Oct 25, 2021 | -4.93% Feb 26, 2025 - May 12, 2025 |
| #2 | -61.93% Nov 8, 2021 - May 11, 2026 | -4.71% Jul 13, 2023 - Nov 3, 2023 |
| #3 | -15.47% May 13, 2026 - Jun 10, 2026 | -2.76% Mar 27, 2024 - May 3, 2024 |
| #4 | -2.51% Oct 25, 2021 - Oct 28, 2021 | -2.46% Feb 11, 2026 - Apr 8, 2026 |
| #5 | -1.45% Nov 1, 2021 - Nov 4, 2021 | -1.98% Dec 6, 2024 - Jan 21, 2025 |
| #6 | -1.01% May 11, 2026 - May 13, 2026 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -0.99% Nov 4, 2021 - Nov 8, 2021 | -1.51% Sep 22, 2025 - Oct 27, 2025 |
| #8 | N/A | -1.45% Sep 20, 2024 - Nov 8, 2024 |
| #9 | N/A | -1.45% Jun 30, 2023 - Jul 12, 2023 |
| #10 | N/A | -1.42% Feb 1, 2024 - Mar 6, 2024 |
| #11 | N/A | -1.19% Oct 27, 2025 - Nov 28, 2025 |
| #12 | N/A | -1.05% Jul 31, 2024 - Aug 13, 2024 |
| #13 | N/A | -1.00% May 15, 2024 - Jun 5, 2024 |
| #14 | N/A | -0.96% Apr 17, 2026 - May 28, 2026 |
| #15 | N/A | -0.91% Nov 3, 2023 - Nov 14, 2023 |
Correlation
Correlation between BATT and IBHJ is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2018 - 2026)
BATT vs IBHJ dividend yield comparison.
| Year | BATT | IBHJ |
|---|---|---|
| 2026 | 0.00% | 2.79% |
| 2025 | 1.85% | 6.64% |
| 2024 | 3.17% | 6.87% |
| 2023 | 3.23% | 3.66% |
| 2022 | 4.14% | 0.00% |
| 2021 | 2.32% | 0.00% |
| 2020 | 0.21% | 0.00% |
| 2019 | 3.22% | 0.00% |
| 2018 | 0.89% | 0.00% |
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