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BATT vs PAI

Comparison between AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF) and Western Asset Investment Grade Income Fund Inc (PAI, ETF).

5-Year PerformancePAI has outperformed BATT, delivering a return of -0.4% compared to -1.7%

BATT vs PAI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BATT
$126M
PAI
$125M
Expense Ratio
BATT
0.59%
PAI
N/A
Max Drawdown
BATT
70.62%
Winner
PAI
45.93%
Sharpe Ratio
Winner
BATT
1.14
PAI
-0.71
5Y Beta
BATT
1.21
Winner
PAI
0.22
5Y Dividends CAGR
Winner
BATT
6.69%
PAI
3.72%

BATT vs PAI - Historical Returns

Returns include dividend reinvestment.

1M
BATT
-13.12%
Winner
PAI
-0.48%
3M
BATT
-13.44%
Winner
PAI
-0.79%
6M
BATT
-6.60%
Winner
PAI
-2.15%
1Y
Winner
BATT
+42.68%
PAI
-1.15%
5Y(CAGR)
BATT
-1.71%
Winner
PAI
-0.44%
10Y(CAGR)
BATT
-1.89%
Winner
PAI
+2.81%
Max(CAGR)
BATT
-1.89%
Winner
PAI
+6.00%

BATT vs PAI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBATTPAI
2026+2.34%-1.84%
2025+59.89%+7.09%
2024-12.13%+9.44%
2023-6.11%+7.42%
2022-33.31%-21.03%
2021+10.26%+1.88%
2020+41.47%+6.17%
2019-2.87%+20.23%
2018-42.46%-11.78%
2017N/A+16.74%
2016N/A+15.58%
2015N/A+1.70%
2014N/A+7.73%
2013N/A-7.43%
2012N/A+12.40%
2011N/A+13.11%
2010N/A+6.63%
2009N/A+29.99%
2008N/A-16.92%
2007N/A-5.46%
2006N/A+16.18%
2005N/A-0.98%
2004N/A+10.46%
2003N/A+15.49%
2002N/A+6.03%
2001N/A+14.94%
2000N/A+25.82%
1999N/A-2.13%

BATT vs PAI Drawdown Comparison

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

The maximum drawdown for PAI was -38.96%, occurring on Nov 24, 2008. Recovery took 575 trading sessions.

The current BATT drawdown is -19.97%. The current PAI drawdown is -11.83%.

RankBATTPAI
#1-69.40%
Jun 6, 2018 - Oct 25, 2021
-38.96%
Jun 1, 2007 - Sep 11, 2009
#2-61.93%
Nov 8, 2021 - May 11, 2026
-33.71%
Dec 2, 2021 - Oct 20, 2022
#3-23.02%
May 13, 2026 - Jul 20, 2026
-30.98%
Nov 15, 2019 - Jul 15, 2020
#4-2.51%
Oct 25, 2021 - Oct 28, 2021
-22.02%
Nov 26, 2012 - Apr 22, 2016
#5-1.45%
Nov 1, 2021 - Nov 4, 2021
-19.82%
Sep 28, 2017 - Jun 11, 2019
#6-1.01%
May 11, 2026 - May 13, 2026
-13.79%
May 24, 2010 - Sep 1, 2011
#7-0.99%
Nov 4, 2021 - Nov 8, 2021
-13.48%
Aug 30, 2016 - Jun 19, 2017
#8N/A-10.99%
Mar 17, 2004 - Sep 15, 2004
#9N/A-9.79%
Nov 9, 2012 - Nov 21, 2012
#10N/A-9.55%
Sep 28, 2020 - Aug 20, 2021
#11N/A-9.15%
Sep 24, 2002 - Dec 16, 2002
#12N/A-8.91%
Jun 20, 2003 - Nov 20, 2003
#13N/A-8.83%
Sep 30, 2009 - Mar 17, 2010
#14N/A-8.29%
Sep 15, 2021 - Nov 19, 2021
#15N/A-8.08%
Feb 10, 2005 - Jun 30, 2005

Correlation

Correlation between BATT and PAI is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25
-101

Dividend Comparison (1999 - 2026)

BATT vs PAI dividend yield comparison.

YearBATTPAI
20260.00%2.19%
20251.85%5.45%
20243.17%4.83%
20233.23%4.67%
20224.14%4.82%
20212.32%3.57%
20200.21%3.82%
20193.22%4.43%
20180.89%5.23%
20170.00%4.36%
20160.00%4.82%
20150.00%5.30%
20140.00%5.13%
20130.00%5.24%
20120.00%4.84%
20110.00%5.39%
20100.00%6.13%
20090.00%7.37%
20080.00%9.37%
20070.00%8.28%
20060.00%5.59%
20050.00%7.58%
20040.00%9.41%
20030.00%6.38%
20020.00%6.97%
20010.00%7.28%
20000.00%8.00%
19990.00%2.10%

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