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FPA vs BATT

Comparison between FIRST TRUST ASIA PACIFIC EX-JAPAN ALPHADEX FUND (FPA, ETF) and AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF).

5-Year PerformanceFPA has outperformed BATT, delivering a return of +10.9% compared to +1.6%

FPA vs BATT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FPA
$126M
Winner
BATT
$126M
Expense Ratio
FPA
0.80%
Winner
BATT
0.59%
Max Drawdown
Winner
FPA
55.79%
BATT
70.62%
Sharpe Ratio
FPA
1.82
Winner
BATT
1.94
5Y Beta
Winner
FPA
0.91
BATT
1.16
5Y Dividends CAGR
Winner
FPA
24.87%
BATT
6.69%

FPA vs BATT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FPA
-2.77%
BATT
-6.10%
3M
Winner
FPA
+16.77%
BATT
+6.80%
6M
Winner
FPA
+35.55%
BATT
+16.79%
1Y
FPA
+61.73%
Winner
BATT
+81.89%
5Y(CAGR)
Winner
FPA
+10.90%
BATT
+1.56%
10Y(CAGR)
FPA
+10.04%
BATT
N/A
Max(CAGR)
Winner
FPA
+6.64%
BATT
-0.76%

FPA vs BATT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearFPABATT
2026+35.01%+12.48%
2025+41.95%+59.89%
2024+5.55%-12.13%
2023+13.27%-6.11%
2022-14.58%-33.31%
2021+1.29%+10.26%
2020+13.32%+41.47%
2019+8.59%-2.87%
2018-22.54%-42.46%
2017+33.88%N/A
2016+2.79%N/A
2015+0.37%N/A
2014+5.58%N/A
2013+3.11%N/A
2012+24.72%N/A
2011-24.40%N/A

FPA vs BATT Drawdown Comparison

The maximum drawdown for FPA was -52.90%, occurring on Mar 23, 2020. Recovery took 808 trading sessions.

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

The current FPA drawdown is -12.96%. The current BATT drawdown is -12.04%.

RankFPABATT
#1-52.90%
Jan 26, 2018 - Apr 14, 2021
-69.40%
Jun 6, 2018 - Oct 25, 2021
#2-37.78%
Jul 26, 2011 - May 14, 2014
-61.93%
Nov 8, 2021 - May 11, 2026
#3-35.36%
Jun 2, 2021 - May 23, 2025
-12.04%
May 13, 2026 - Jun 5, 2026
#4-24.59%
Apr 28, 2015 - May 22, 2017
-2.51%
Oct 25, 2021 - Oct 28, 2021
#5-15.34%
Feb 26, 2026 - Apr 30, 2026
-1.45%
Nov 1, 2021 - Nov 4, 2021
#6-13.25%
Aug 26, 2014 - Apr 6, 2015
-1.01%
May 11, 2026 - May 13, 2026
#7-12.96%
Jun 1, 2026 - Jun 5, 2026
-0.99%
Nov 4, 2021 - Nov 8, 2021
#8-7.08%
May 14, 2026 - May 26, 2026
N/A
#9-6.98%
Apr 26, 2011 - Jul 7, 2011
N/A
#10-6.39%
Nov 3, 2025 - Jan 6, 2026
N/A
#11-4.74%
Sep 16, 2025 - Oct 20, 2025
N/A
#12-4.40%
Jul 26, 2017 - Sep 12, 2017
N/A
#13-4.40%
May 6, 2026 - May 14, 2026
N/A
#14-4.08%
Sep 18, 2017 - Oct 12, 2017
N/A
#15-3.80%
May 7, 2021 - Jun 2, 2021
N/A

Correlation

Correlation between FPA and BATT is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (2011 - 2026)

FPA vs BATT dividend yield comparison.

YearFPABATT
20260.82%0.00%
20254.71%1.85%
20243.40%3.17%
20233.02%3.23%
20224.22%4.14%
20215.12%2.32%
20201.59%0.21%
20193.90%3.22%
20182.81%0.89%
20173.15%0.00%
20162.42%0.00%
20151.74%0.00%
20144.11%0.00%
20132.35%0.00%
20121.59%0.00%
20112.17%0.00%

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