BATT vs SMDX
Comparison between AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF) and INTECH S&P SMALL-MID CAP DIVERSIFIED ALPHA ETF (SMDX, ETF).
BATT vs SMDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BATT
$126M
SMDX
$126M
Expense Ratio
BATT
0.59%
Winner
SMDX
0.35%
Max Drawdown
BATT
70.62%
Winner
SMDX
14.52%
Sharpe Ratio
Winner
BATT
1.94
SMDX
1.37
5Y Beta
BATT
1.16
Winner
SMDX
0.95
P/E Ratio
BATT
N/A
SMDX
21.62
Forward P/E
BATT
N/A
SMDX
14.74
5Y Dividends CAGR
BATT
6.69%
SMDX
N/A
5Y EPS CAGR
BATT
N/A
SMDX
16.79%
Debt to Equity
BATT
N/A
SMDX
53.24%
P/S Ratio
BATT
N/A
SMDX
1.27
P/B Ratio
BATT
N/A
SMDX
2.32
BATT vs SMDX - Holdings Comparison
BATT and SMDX have 1 common holdings. Overlap is -0.02%
BATT's top 25 holdings weight is 69.60%. SMDX's top 25 holdings weight is 19.19%.
| Rank | BATT | SMDX |
|---|---|---|
| #1 | TESLA INC (TSLA) - 6.98% | EAST WEST BANCORP INC (EWBC) - 1.21% |
| #2 | BHP GROUP LTD (n/a) - 6.91% | JONES LANG LASALLE INC (JLL) - 1.19% |
| #3 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 6.24% | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.03% |
| #4 | FREEPORT-MCMORAN INC (FCX) - 5.02% | TENET HEALTHCARE CORP (THC) - 1.02% |
| #5 | BYD CO LTD CLASS H (n/a) - 5.00% | EVERPURE INC CLASS A (P) - 0.96% |
| #6 | BLOOM ENERGY CORP CLASS A (BE) - 4.53% | US FOODS HOLDING CORP (USFD) - 0.93% |
| #7 | TDK CORP (n/a) - 3.12% | XPO INC (XPO) - 0.93% |
| #8 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 2.70% | UNITED THERAPEUTICS CORP (UTHR) - 0.92% |
| #9 | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 2.37% | AECOM (ACM) - 0.90% |
| #10 | RESONAC HOLDINGS CORP (n/a) - 2.22% | EXELIXIS INC (EXEL) - 0.84% |
| #11 | SAMSUNG SDI CO LTD (n/a) - 1.98% | ORMAT TECHNOLOGIES INC (ORA) - 0.81% |
| #12 | FIRST QUANTUM MINERALS LTD (n/a) - 1.96% | BRADY CORP CLASS A (BRC) - 0.80% |
| #13 | LUNDIN MINING CORP (n/a) - 1.88% | UNIVERSAL DISPLAY CORP (OLED) - 0.77% |
| #14 | ANTOFAGASTA PLC (n/a) - 1.79% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.73% |
| #15 | ALBEMARLE CORP (ALB) - 1.78% | ACUITY INC (AYI) - 0.73% |
| #16 | SOUTH32 LTD (n/a) - 1.73% | NVENT ELECTRIC PLC (NVT) - 0.70% |
| #17 | PLS GROUP LTD (n/a) - 1.61% | MEDPACE HOLDINGS INC (MEDP) - 0.69% |
| #18 | SUMITOMO METAL MINING CO LTD (n/a) - 1.61% | VALLEY NATIONAL BANCORP (VLY) - 0.69% |
| #19 | HUDBAY MINERALS INC (HBM) - 1.52% | COMMERCIAL METALS CO (CMC) - 0.68% |
| #20 | UMICORE SA ORDINARY SHARES (n/a) - 1.49% | EPR PROPERTIES (EPR) - 0.67% |
| #21 | CAPSTONE COPPER CORP (n/a) - 1.47% | GENPACT LTD (G) - 0.41% |
| #22 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.45% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.41% |
| #23 | ENERSYS (ENS) - 1.44% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.39% |
| #24 | JIANGXI COPPER CO LTD CLASS A (n/a) - 1.40% | AUTONATION INC (AN) - 0.39% |
| #25 | ZHEJIANG HUAYOU COBALT CO LTD CLASS A (n/a) - 1.40% | CARLISLE COMPANIES INC (CSL) - 0.39% |
| Total Holdings | 56 | 519 |
BATT vs SMDX - Historical Returns
Returns include dividend reinvestment.
1M
BATT
-6.10%
Winner
SMDX
+0.03%
3M
Winner
BATT
+6.80%
SMDX
+6.27%
6M
Winner
BATT
+16.79%
SMDX
+12.57%
1Y
Winner
BATT
+81.89%
SMDX
+28.22%
5Y(CAGR)
BATT
+1.56%
SMDX
N/A
Max(CAGR)
BATT
-0.76%
Winner
SMDX
+22.22%
BATT vs SMDX - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BATT | SMDX |
|---|---|---|
| 2026 | +12.48% | +11.54% |
| 2025 | +59.89% | +14.21% |
| 2024 | -12.13% | N/A |
| 2023 | -6.11% | N/A |
| 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 SMDX Drawdown Comparison
The maximum drawdown for BATT was -69.40%, occurring on Mar 23, 2020. Recovery took 853 trading sessions.
The maximum drawdown for SMDX was -14.52%, occurring on Apr 7, 2025. Recovery took 50 trading sessions.
The current BATT drawdown is -12.04%. The current SMDX drawdown is -1.42%.
| Rank | BATT | SMDX |
|---|---|---|
| #1 | -69.40% Jun 6, 2018 - Oct 25, 2021 | -14.52% Feb 28, 2025 - May 12, 2025 |
| #2 | -61.93% Nov 8, 2021 - May 11, 2026 | -8.66% Feb 6, 2026 - Apr 14, 2026 |
| #3 | -12.04% May 13, 2026 - Jun 5, 2026 | -6.74% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -2.51% Oct 25, 2021 - Oct 28, 2021 | -5.15% Sep 11, 2025 - Oct 24, 2025 |
| #5 | -1.45% Nov 1, 2021 - Nov 4, 2021 | -4.44% May 6, 2026 - Jun 4, 2026 |
| #6 | -1.01% May 11, 2026 - May 13, 2026 | -3.79% Jul 25, 2025 - Aug 12, 2025 |
| #7 | -0.99% Nov 4, 2021 - Nov 8, 2021 | -3.74% May 16, 2025 - Jun 23, 2025 |
| #8 | N/A | -3.16% Jul 10, 2025 - Jul 25, 2025 |
| #9 | N/A | -2.52% Dec 11, 2025 - Jan 6, 2026 |
| #10 | N/A | -2.21% Apr 20, 2026 - May 6, 2026 |
| #11 | N/A | -1.76% Aug 13, 2025 - Aug 22, 2025 |
| #12 | N/A | -1.69% Jan 15, 2026 - Jan 21, 2026 |
| #13 | N/A | -1.56% Jan 21, 2026 - Feb 4, 2026 |
| #14 | N/A | -1.42% Jun 4, 2026 - Jun 5, 2026 |
| #15 | N/A | -1.08% Aug 27, 2025 - Sep 4, 2025 |
Correlation
Correlation between BATT and SMDX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2018 - 2025)
BATT vs SMDX dividend yield comparison.
| Year | BATT | SMDX |
|---|---|---|
| 2025 | 1.85% | 0.61% |
| 2024 | 3.17% | 0.00% |
| 2023 | 3.23% | 0.00% |
| 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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