BATT
Amplify Lithium & Battery Technology ETF
BATT is a professionally managed ETF that seeks to provide exposure to Lithium, Cobalt, Nickel, Manganese and Graphite via publicly-traded stocks. Companies in the portfolio are principally engaged in the business of mining, exploration, production, devel
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 140.6 M
ASSETS UNDER MGMT
59 bp
EXPENSES
Fund Basics
| Inception date | Jun 06, 2018 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| CONTEMPORARY AMPEREX TECHNOLOGY CO., LTD | 7.5 % |
| BHP BILLITON LTD | 7.0 % |
| TESLA MOTORS INC | 6.5 % |
| BYD CO LTD-H | 5.2 % |
| FREEPORT-MCMORAN COPPER | 4.7 % |
| BLOOM ENERGY CORPORATION CLASS A | 4.0 % |
| TDK CORP | 2.7 % |
| SAMSUNG SDI CO LTD | 2.7 % |
| GRUPO MEXICO S.A.B. DE C.V. CLASS B | 2.5 % |
| TECK RESOURCES LTD-CLS B | 2.3 % |
Constituent Breakdown
| Number of holdings | 48 |
| Herfindahl-Hirschman Index | 319 |
| Wgt avg mkt cap (mns) | $141,531 |
| Large cap (>$10bn) | 65.4% |
| Mid cap ($2-10bn) | 27.3% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 54.8% |
| Emerging mkts. | 40.6% |
Sector Breakdown
Country Exposure
 |
CHINA | 28.7 % |
 |
UNITED STATES | 22.4 % |
 |
AUSTRALIA | 13.9 % |
 |
CANADA | 7.9 % |
 |
JAPAN | 6.8 % |
 |
SOUTH KOREA | 5.7 % |
 |
HONG KONG | 2.6 % |
 |
MEXICO | 2.5 % |
 |
BRITAIN | 1.7 % |
 |
CHILE | 1.7 % |
Historical Performance
Standardized Performance (as of 04/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 22.9% | 107.8% | 35.8% | 11.3% | 1.2% | -- | -- | -2.3% |
| Dividend Yield | 0.0% | 3.8% | 3.4% | 3.0% | 3.0% | -- | -- | 2.4% |
| Total Returns | 22.9% | 111.7% | 39.1% | 14.3% | 4.1% | -- | -- | 0.1% | Ann. Volatility | 37.9% | 29.6% | 29.8% | 28.0% | 29.4% | -- | -- | 30.6% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.46 | 38% |
| MSCI EAFE | 1.32 | 42% |
| MSCI Emg Mkts | 1.26 | 62% |
Liquidity Measures
| Avg. volume (000) | 107 |
| ADV traded (mns) | $2 |
| Turnover | 1.4% |
| Avg. Bid/Ask (% of price) | 0.75% |
Technical Indicators
| 30d moving avg. (EMA) | $16.40 |
| Relative strength (RSI) | 60 |
| MACD/Signal | 0.45/0.42 |
| Bollinger Bands (Upper/Lower) | $17.47/$16.17 |
| Short interest (% of AUM) | 6.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. BATT |
Expenses vs. BATT |
ALTAR Score™ vs. BATT |
|---|---|---|---|---|
| EV | Mast Global Battery Recycling & Production ETF | 32.1% | +6 bp | +4.1% |
| LIT | Global X Lithium & Battery Tech ETF | 31.0% | +16 bp | +2.1% |
| KARS | KraneShares Electric Vehicles & Future Mobility Index ETF | 28.7% | +13 bp | +0.8% |
| SMOG | VanEck Low Carbon Energy ETF | 26.3% | +2 bp | -0.1% |
| ICOP | iShares Copper and Metals Mining ETF | 26.2% | -12 bp | +3.2% |
| PICK | iShares MSCI Global Metals & Mining Producers ETF | 24.3% | -20 bp | +4.9% |
| GMET | VanEck Green Metals ETF | 24.2% | +4 bp | -1.2% |
| COPX | Global X Copper Miners ETF | 23.7% | +6 bp | +2.0% |
| COPA | Themes Copper Miners ETF | 22.9% | -24 bp | +0.9% |
| IDRV | iShares Self-driving EV & Tech ETF | 22.0% | -12 bp | +0.1% |
Risk and Returns: BATT vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 5/13/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
1.7%
ALTAR SCORE™
16th
PERCENTILE
AVOID
ETFRC RATING
There are 585 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.6%. BATT's ALTAR Score™ is approximately -1.0 standard
deviations above the category average. This places BATT in the 16th percentile
among funds in the category.
Sell-Side Consensus
$17.43
PRICE TARGET
-1.5%
UPSIDE
Bid/Ask Spreads
75 bp
AVG SPREAD
32 —
150 bp
RANGE