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BATT vs SBI

Comparison between AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF) and Western Asset Intermediate Muni Fund Inc (SBI, ETF).

5-Year PerformanceBATT has outperformed SBI, delivering a return of +0.9% compared to +0.1%

BATT vs SBI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BATT
$116M
Winner
SBI
$117M
Expense Ratio
BATT
0.59%
SBI
N/A
Max Drawdown
BATT
70.62%
Winner
SBI
43.86%
Sharpe Ratio
Winner
BATT
1.25
SBI
0.46
5Y Beta
BATT
1.20
Winner
SBI
0.14
5Y Dividends CAGR
BATT
6.69%
Winner
SBI
12.31%

BATT vs SBI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BATT
+14.21%
SBI
-0.62%
3M
BATT
-6.57%
Winner
SBI
-0.32%
6M
BATT
-2.96%
Winner
SBI
-1.10%
1Y
Winner
BATT
+49.32%
SBI
+6.42%
5Y(CAGR)
Winner
BATT
+0.93%
SBI
+0.12%
10Y(CAGR)
BATT
-0.58%
Winner
SBI
+1.15%
Max(CAGR)
BATT
-0.58%
Winner
SBI
+4.39%

BATT vs SBI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBATTSBI
2026+13.97%+3.21%
2025+59.89%+4.71%
2024-12.13%+6.01%
2023-6.11%+4.41%
2022-33.31%-18.11%
2021+10.26%+8.51%
2020+41.47%+4.27%
2019-2.87%+11.05%
2018-42.46%-7.08%
2017N/A+1.98%
2016N/A-2.28%
2015N/A+11.06%
2014N/A+11.62%
2013N/A-13.11%
2012N/A+13.15%
2011N/A+10.53%
2010N/A+9.39%
2009N/A+25.05%
2008N/A-10.17%
2007N/A+0.97%
2006N/A+9.01%
2005N/A-3.44%
2004N/A-2.07%
2003N/A+14.58%
2002N/A+5.71%
2001N/A+13.21%
2000N/A+9.55%
1999N/A-7.92%

BATT vs SBI Drawdown Comparison

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

The maximum drawdown for SBI was -33.69%, occurring on Oct 10, 2008. Recovery took 365 trading sessions.

The current BATT drawdown is -10.87%. The current SBI drawdown is -2.11%.

RankBATTSBI
#1-69.40%
Jun 6, 2018 - Oct 25, 2021
-33.69%
Feb 12, 2008 - Jul 24, 2009
#2-61.93%
Nov 8, 2021 - May 11, 2026
-25.21%
Sep 21, 2021 - Jun 22, 2026
#3-23.02%
May 13, 2026 - Jul 20, 2026
-20.05%
Feb 21, 2020 - Feb 2, 2021
#4-2.51%
Oct 25, 2021 - Oct 28, 2021
-19.30%
Jan 25, 2013 - Feb 2, 2015
#5-1.45%
Nov 1, 2021 - Nov 4, 2021
-16.12%
Apr 1, 2004 - Jun 28, 2005
#6-1.01%
May 11, 2026 - May 13, 2026
-15.62%
Sep 6, 2016 - Aug 23, 2019
#7-0.99%
Nov 4, 2021 - Nov 8, 2021
-11.57%
Sep 3, 2010 - Aug 31, 2011
#8N/A-10.68%
Jul 22, 2005 - Dec 1, 2006
#9N/A-9.49%
Jun 12, 2003 - Nov 10, 2003
#10N/A-8.39%
Nov 1, 1999 - Jun 30, 2000
#11N/A-7.67%
Jul 25, 2000 - Dec 7, 2000
#12N/A-7.53%
Sep 28, 2007 - Jan 4, 2008
#13N/A-7.48%
Sep 20, 2002 - May 1, 2003
#14N/A-7.17%
Nov 5, 2001 - May 23, 2002
#15N/A-6.95%
Aug 13, 2001 - Oct 3, 2001

Correlation

Correlation between BATT and SBI is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47
-101

Dividend Comparison (1999 - 2026)

BATT vs SBI dividend yield comparison.

YearBATTSBI
20260.00%4.41%
20251.85%6.56%
20243.17%6.23%
20233.23%3.76%
20224.14%3.72%
20212.32%2.93%
20200.21%3.07%
20193.22%3.59%
20180.89%4.32%
20170.00%4.58%
20160.00%5.01%
20150.00%4.70%
20140.00%4.92%
20130.00%5.30%
20120.00%4.54%
20110.00%4.90%
20100.00%5.03%
20090.00%4.69%
20080.00%5.42%
20070.00%4.83%
20060.00%4.87%
20050.00%6.45%
20040.00%6.54%
20030.00%6.01%
20020.00%6.04%
20010.00%5.66%
20000.00%6.16%
19990.00%1.05%

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