IBHJ vs BATT
Comparison between ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF (IBHJ, ETF) and AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF).
IBHJ vs BATT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHJ
$140M
Winner
BATT
$141M
Expense Ratio
Winner
IBHJ
0.35%
BATT
0.59%
Max Drawdown
Winner
IBHJ
7.18%
BATT
70.62%
Sharpe Ratio
IBHJ
0.81
Winner
BATT
1.92
5Y Beta
Winner
IBHJ
0.22
BATT
1.18
5Y Dividends CAGR
IBHJ
N/A
BATT
6.69%
IBHJ vs BATT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHJ
+0.64%
BATT
-6.78%
3M
IBHJ
+2.66%
Winner
BATT
+10.23%
6M
IBHJ
+2.79%
Winner
BATT
+21.87%
1Y
IBHJ
+7.21%
Winner
BATT
+85.28%
5Y(CAGR)
IBHJ
N/A
BATT
+1.96%
10Y(CAGR)
IBHJ
N/A
BATT
-0.27%
Max(CAGR)
Winner
IBHJ
+9.09%
BATT
-0.27%
IBHJ vs BATT - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBHJ | BATT |
|---|---|---|
| 2026 | +1.85% | +16.95% |
| 2025 | +9.01% | +59.89% |
| 2024 | +7.44% | -12.13% |
| 2023 | +8.36% | -6.11% |
| 2022 | N/A | -33.31% |
| 2021 | N/A | +10.26% |
| 2020 | N/A | +41.47% |
| 2019 | N/A | -2.87% |
| 2018 | N/A | -42.46% |
IBHJ vs BATT Drawdown Comparison
The maximum drawdown for IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The maximum drawdown for BATT was -69.40%, occurring on Mar 23, 2020. Recovery took 853 trading sessions.
The current IBHJ drawdown is -0.01%. The current BATT drawdown is -8.54%.
| Rank | IBHJ | BATT |
|---|---|---|
| #1 | -4.93% Feb 26, 2025 - May 12, 2025 | -69.40% Jun 6, 2018 - Oct 25, 2021 |
| #2 | -4.71% Jul 13, 2023 - Nov 3, 2023 | -61.93% Nov 8, 2021 - May 11, 2026 |
| #3 | -2.76% Mar 27, 2024 - May 3, 2024 | -15.47% May 13, 2026 - Jun 10, 2026 |
| #4 | -2.46% Feb 11, 2026 - Apr 8, 2026 | -2.51% Oct 25, 2021 - Oct 28, 2021 |
| #5 | -1.98% Dec 6, 2024 - Jan 21, 2025 | -1.45% Nov 1, 2021 - Nov 4, 2021 |
| #6 | -1.64% Dec 27, 2023 - Feb 1, 2024 | -1.01% May 11, 2026 - May 13, 2026 |
| #7 | -1.51% Sep 22, 2025 - Oct 27, 2025 | -0.99% Nov 4, 2021 - Nov 8, 2021 |
| #8 | -1.45% Sep 20, 2024 - Nov 8, 2024 | N/A |
| #9 | -1.45% Jun 30, 2023 - Jul 12, 2023 | N/A |
| #10 | -1.42% Feb 1, 2024 - Mar 6, 2024 | N/A |
| #11 | -1.19% Oct 27, 2025 - Nov 28, 2025 | N/A |
| #12 | -1.05% Jul 31, 2024 - Aug 13, 2024 | N/A |
| #13 | -1.00% May 15, 2024 - Jun 5, 2024 | N/A |
| #14 | -0.96% Apr 17, 2026 - May 28, 2026 | N/A |
| #15 | -0.91% Nov 3, 2023 - Nov 14, 2023 | N/A |
Correlation
Correlation between IBHJ 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 (2018 - 2026)
IBHJ vs BATT dividend yield comparison.
| Year | IBHJ | BATT |
|---|---|---|
| 2026 | 2.79% | 0.00% |
| 2025 | 6.64% | 1.85% |
| 2024 | 6.87% | 3.17% |
| 2023 | 3.66% | 3.23% |
| 2022 | 0.00% | 4.14% |
| 2021 | 0.00% | 2.32% |
| 2020 | 0.00% | 0.21% |
| 2019 | 0.00% | 3.22% |
| 2018 | 0.00% | 0.89% |
Select Stocks to Compare
Popular: IBHJ vs SPYBATT vs SPY
More Comparisons
Compare with similar stocks