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SBI vs BATT

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

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

SBI vs BATT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

SBI vs BATT - Historical Returns

Returns include dividend reinvestment.

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

SBI vs BATT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SBI vs BATT Drawdown Comparison

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

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

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

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

Correlation

Correlation between SBI and BATT 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)

SBI vs BATT dividend yield comparison.

YearSBIBATT
20264.41%0.00%
20256.56%1.85%
20246.23%3.17%
20233.76%3.23%
20223.72%4.14%
20212.93%2.32%
20203.07%0.21%
20193.59%3.22%
20184.32%0.89%
20174.58%0.00%
20165.01%0.00%
20154.70%0.00%
20144.92%0.00%
20135.30%0.00%
20124.54%0.00%
20114.90%0.00%
20105.03%0.00%
20094.69%0.00%
20085.42%0.00%
20074.83%0.00%
20064.87%0.00%
20056.45%0.00%
20046.54%0.00%
20036.01%0.00%
20026.04%0.00%
20015.66%0.00%
20006.16%0.00%
19991.05%0.00%

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