BATT vs SPY
Comparison between AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BATT, delivering a return of +13.3% compared to +1.6%
BATT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BATT
$126M
Winner
SPY
$735B
Expense Ratio
BATT
0.59%
Winner
SPY
0.09%
Max Drawdown
BATT
70.62%
Winner
SPY
56.47%
Sharpe Ratio
Winner
BATT
1.94
SPY
1.62
5Y Beta
BATT
1.16
Winner
SPY
1.00
P/E Ratio
BATT
N/A
SPY
28.99
Forward P/E
BATT
N/A
SPY
22.37
5Y Dividends CAGR
Winner
BATT
6.69%
SPY
5.43%
5Y EPS CAGR
BATT
N/A
SPY
26.05%
Debt to Equity
BATT
N/A
SPY
32.40%
P/S Ratio
BATT
N/A
SPY
3.74
P/B Ratio
BATT
N/A
SPY
5.61
BATT vs SPY - Holdings Comparison
BATT and SPY have 4 common holdings. Overlap is 2.04%
BATT's top 25 holdings weight is 69.60%. SPY's top 25 holdings weight is 52.37%.
| Rank | BATT | SPY |
|---|---|---|
| #1 | TESLA INC (TSLA) - 6.98% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | BHP GROUP LTD (n/a) - 6.91% | APPLE INC (AAPL) - 7.02% |
| #3 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 6.24% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | FREEPORT-MCMORAN INC (FCX) - 5.02% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | BYD CO LTD CLASS H (n/a) - 5.00% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | BLOOM ENERGY CORP CLASS A (BE) - 4.53% | BROADCOM INC (AVGO) - 3.10% |
| #7 | TDK CORP (n/a) - 3.12% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 2.70% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 2.37% | TESLA INC (TSLA) - 1.89% |
| #10 | RESONAC HOLDINGS CORP (n/a) - 2.22% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | SAMSUNG SDI CO LTD (n/a) - 1.98% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | FIRST QUANTUM MINERALS LTD (n/a) - 1.96% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | LUNDIN MINING CORP (n/a) - 1.88% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | ANTOFAGASTA PLC (n/a) - 1.79% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | ALBEMARLE CORP (ALB) - 1.78% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | SOUTH32 LTD (n/a) - 1.73% | INTEL CORP (INTC) - 0.90% |
| #17 | PLS GROUP LTD (n/a) - 1.61% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | SUMITOMO METAL MINING CO LTD (n/a) - 1.61% | VISA INC CLASS A (V) - 0.85% |
| #19 | HUDBAY MINERALS INC (HBM) - 1.52% | WALMART INC (WMT) - 0.81% |
| #20 | UMICORE SA ORDINARY SHARES (n/a) - 1.49% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | CAPSTONE COPPER CORP (n/a) - 1.47% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.45% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | ENERSYS (ENS) - 1.44% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | JIANGXI COPPER CO LTD CLASS A (n/a) - 1.40% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | ZHEJIANG HUAYOU COBALT CO LTD CLASS A (n/a) - 1.40% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 56 | 505 |
BATT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BATT
-6.10%
Winner
SPY
+1.90%
3M
BATT
+6.80%
Winner
SPY
+8.55%
6M
Winner
BATT
+16.79%
SPY
+8.18%
1Y
Winner
BATT
+81.89%
SPY
+25.79%
5Y(CAGR)
BATT
+1.56%
Winner
SPY
+13.32%
10Y(CAGR)
BATT
N/A
SPY
+15.19%
Max(CAGR)
BATT
-0.76%
Winner
SPY
+8.47%
BATT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BATT | SPY |
|---|---|---|
| 2026 | +12.48% | +8.26% |
| 2025 | +59.89% | +18.00% |
| 2024 | -12.13% | +25.59% |
| 2023 | -6.11% | +26.72% |
| 2022 | -33.31% | -18.64% |
| 2021 | +10.26% | +30.52% |
| 2020 | +41.47% | +17.28% |
| 2019 | -2.87% | +31.09% |
| 2018 | -42.46% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BATT vs SPY Drawdown Comparison
The maximum drawdown for BATT was -69.40%, occurring on Mar 23, 2020. Recovery took 853 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BATT drawdown is -12.04%. The current SPY drawdown is -2.90%.
| Rank | BATT | SPY |
|---|---|---|
| #1 | -69.40% Jun 6, 2018 - Oct 25, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -61.93% Nov 8, 2021 - May 11, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -12.04% May 13, 2026 - Jun 5, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -2.51% Oct 25, 2021 - Oct 28, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -1.45% Nov 1, 2021 - Nov 4, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -1.01% May 11, 2026 - May 13, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -0.99% Nov 4, 2021 - Nov 8, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BATT and SPY is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
0.24
-101
Dividend Comparison (1999 - 2026)
BATT vs SPY dividend yield comparison.
| Year | BATT | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 1.85% | 1.07% |
| 2024 | 3.17% | 1.21% |
| 2023 | 3.23% | 1.40% |
| 2022 | 4.14% | 1.65% |
| 2021 | 2.32% | 1.20% |
| 2020 | 0.21% | 1.52% |
| 2019 | 3.22% | 1.75% |
| 2018 | 0.89% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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