BATT vs MBOX
Comparison between AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF) and FREEDOM DAY DIVIDEND ETF (MBOX, ETF).
5-Year PerformanceMBOX has outperformed BATT, delivering a return of +12.1% compared to +2.0%
BATT vs MBOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BATT
$141M
Winner
MBOX
$141M
Expense Ratio
BATT
0.59%
Winner
MBOX
0.39%
Max Drawdown
BATT
70.62%
Winner
MBOX
17.67%
Sharpe Ratio
Winner
BATT
1.92
MBOX
1.71
5Y Beta
BATT
1.18
Winner
MBOX
0.73
P/E Ratio
BATT
N/A
MBOX
18.26
Forward P/E
BATT
N/A
MBOX
14.83
PEG Ratio
BATT
N/A
MBOX
0.47
5Y Dividends CAGR
BATT
6.69%
MBOX
N/A
5Y EPS CAGR
BATT
N/A
MBOX
14.48%
P/S Ratio
BATT
N/A
MBOX
2.24
P/B Ratio
BATT
N/A
MBOX
3.59
BATT vs MBOX - Holdings Comparison
BATT and MBOX have 1 common holdings. Overlap is -0.02%
BATT's top 25 holdings weight is 69.60%. MBOX's top 25 holdings weight is 58.51%.
| Rank | BATT | MBOX |
|---|---|---|
| #1 | TESLA INC (TSLA) - 6.98% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.01% |
| #2 | BHP GROUP LTD (n/a) - 6.91% | KLA CORP (KLAC) - 2.78% |
| #3 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 6.24% | MORGAN STANLEY (MS) - 2.76% |
| #4 | FREEPORT-MCMORAN INC (FCX) - 5.02% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.73% |
| #5 | BYD CO LTD CLASS H (n/a) - 5.00% | QUALCOMM INC (QCOM) - 2.72% |
| #6 | BLOOM ENERGY CORP CLASS A (BE) - 4.53% | ASML HOLDING NV ADR (ASML) - 2.70% |
| #7 | TDK CORP (n/a) - 3.12% | JPMORGAN CHASE & CO (JPM) - 2.61% |
| #8 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 2.70% | BROADCOM INC (AVGO) - 2.48% |
| #9 | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 2.37% | EXXON MOBIL CORP (XOM) - 2.35% |
| #10 | RESONAC HOLDINGS CORP (n/a) - 2.22% | THE GOLDMAN SACHS GROUP INC (GS) - 2.32% |
| #11 | SAMSUNG SDI CO LTD (n/a) - 1.98% | ENERGY TRANSFER LP (ET) - 2.25% |
| #12 | FIRST QUANTUM MINERALS LTD (n/a) - 1.96% | MERCK & CO INC (MRK) - 2.25% |
| #13 | LUNDIN MINING CORP (n/a) - 1.88% | MARATHON PETROLEUM CORP (MPC) - 2.23% |
| #14 | ANTOFAGASTA PLC (n/a) - 1.79% | AMGEN INC (AMGN) - 2.22% |
| #15 | ALBEMARLE CORP (ALB) - 1.78% | NOVARTIS AG ADR (NVS) - 2.19% |
| #16 | SOUTH32 LTD (n/a) - 1.73% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.18% |
| #17 | PLS GROUP LTD (n/a) - 1.61% | MUELLER INDUSTRIES INC (MLI) - 2.15% |
| #18 | SUMITOMO METAL MINING CO LTD (n/a) - 1.61% | EDISON INTERNATIONAL (EIX) - 2.15% |
| #19 | HUDBAY MINERALS INC (HBM) - 1.52% | LAMAR ADVERTISING CO CLASS A (LAMR) - 2.12% |
| #20 | UMICORE SA ORDINARY SHARES (n/a) - 1.49% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.08% |
| #21 | CAPSTONE COPPER CORP (n/a) - 1.47% | CINCINNATI FINANCIAL CORP (CINF) - 2.08% |
| #22 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.45% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 2.05% |
| #23 | ENERSYS (ENS) - 1.44% | ALTRIA GROUP INC (MO) - 2.05% |
| #24 | JIANGXI COPPER CO LTD CLASS A (n/a) - 1.40% | UNITEDHEALTH GROUP INC (UNH) - 2.04% |
| #25 | ZHEJIANG HUAYOU COBALT CO LTD CLASS A (n/a) - 1.40% | VOYA FINANCIAL INC (VOYA) - 2.01% |
| Total Holdings | 56 | 50 |
BATT vs MBOX - Historical Returns
Returns include dividend reinvestment.
1M
BATT
-6.78%
Winner
MBOX
+4.35%
3M
BATT
+10.23%
Winner
MBOX
+10.81%
6M
Winner
BATT
+21.87%
MBOX
+15.78%
1Y
Winner
BATT
+85.28%
MBOX
+23.57%
5Y(CAGR)
BATT
+1.96%
Winner
MBOX
+12.10%
10Y(CAGR)
BATT
-0.27%
MBOX
N/A
Max(CAGR)
BATT
-0.27%
Winner
MBOX
+12.10%
BATT vs MBOX - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BATT | MBOX |
|---|---|---|
| 2026 | +16.95% | +15.67% |
| 2025 | +59.89% | +8.53% |
| 2024 | -12.13% | +16.65% |
| 2023 | -6.11% | +16.40% |
| 2022 | -33.31% | -4.07% |
| 2021 | +10.26% | +9.48% |
| 2020 | +41.47% | N/A |
| 2019 | -2.87% | N/A |
| 2018 | -42.46% | N/A |
BATT vs MBOX Drawdown Comparison
The maximum drawdown for BATT was -69.40%, occurring on Mar 23, 2020. Recovery took 853 trading sessions.
The maximum drawdown for MBOX was -16.40%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The current BATT drawdown is -8.54%.
| Rank | BATT | MBOX |
|---|---|---|
| #1 | -69.40% Jun 6, 2018 - Oct 25, 2021 | -16.40% Apr 8, 2022 - Jul 24, 2023 |
| #2 | -61.93% Nov 8, 2021 - May 11, 2026 | -16.36% Nov 25, 2024 - Sep 10, 2025 |
| #3 | -15.47% May 13, 2026 - Jun 10, 2026 | -7.60% Jul 31, 2023 - Nov 20, 2023 |
| #4 | -2.51% Oct 25, 2021 - Oct 28, 2021 | -6.84% Jan 4, 2022 - Mar 24, 2022 |
| #5 | -1.45% Nov 1, 2021 - Nov 4, 2021 | -6.82% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -1.01% May 11, 2026 - May 13, 2026 | -5.75% Mar 2, 2026 - Apr 22, 2026 |
| #7 | -0.99% Nov 4, 2021 - Nov 8, 2021 | -5.68% Mar 28, 2024 - May 15, 2024 |
| #8 | N/A | -4.83% Sep 2, 2021 - Oct 21, 2021 |
| #9 | N/A | -4.48% Aug 30, 2024 - Sep 19, 2024 |
| #10 | N/A | -4.44% Oct 3, 2025 - Dec 11, 2025 |
| #11 | N/A | -3.93% May 10, 2021 - Aug 3, 2021 |
| #12 | N/A | -3.85% Oct 14, 2024 - Nov 6, 2024 |
| #13 | N/A | -3.60% Nov 24, 2021 - Dec 7, 2021 |
| #14 | N/A | -2.57% May 15, 2024 - Jun 24, 2024 |
| #15 | N/A | -2.51% Nov 8, 2024 - Nov 21, 2024 |
Correlation
Correlation between BATT and MBOX is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.11
-101
Dividend Comparison (2018 - 2026)
BATT vs MBOX dividend yield comparison.
| Year | BATT | MBOX |
|---|---|---|
| 2026 | 0.00% | 0.60% |
| 2025 | 1.85% | 1.94% |
| 2024 | 3.17% | 1.60% |
| 2023 | 3.23% | 2.13% |
| 2022 | 4.14% | 2.87% |
| 2021 | 2.32% | 1.17% |
| 2020 | 0.21% | 0.00% |
| 2019 | 3.22% | 0.00% |
| 2018 | 0.89% | 0.00% |
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