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BATTAmplify Lithium & Battery Technology ETF

Grow my money8y track recordRanked #1,168 of 2,992 in this goal

Seeks investment results that generally correspond to the price and yield of the EQM Lithium & Battery Technology Index.

By Amplify ETFs · Launched 2018

Annual Cost

0.59%

#3,116 of 5,854 · average

Fund Size

$125M

#2,787 of 5,854 · mid-size

Return (1Y)Goal

+46.5%

Track Record

8 years

#1,719 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$14,886+48.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

EV & Battery

Index tracked

EQM Lithium & Battery Technology Index

What it actually holds

By weight

Concentration

Top 10 holdings = 44.9% of fundmoderately concentrated

CATL
8.0%
BHP Group Ltd
6.9%
Tesla Inc
6.7%
BYD Co Ltd
6.5%
Freeport-McMoRan Inc
5.2%
Grupo Mexico SAB de CV
2.6%
Bloom Energy Corp
2.5%
Teck Resources Ltd
2.2%
Albemarle Corp
2.2%
TDK Corp
2.1%

Asset allocation

Stocks
99.6%
Cash
0.4%
Other
0.0%

By sector

Basic Materials
55.5%
Industrials
21.9%
Consumer Cyclical
19.3%
Technology
3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
33.7%High

Year-on-year price swings

Max drawdown
-69.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.15Below average
Sortino (3Y)
0.22Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that generally correspond to the price and yield of the EQM Lithium & Battery Technology Index.
Strategy
Employs a passive management strategy, investing at least 80% of net assets in securities that comprise the EQM Lithium & Battery Technology Index. The Fund uses a replication methodology to achieve its investment objective, investing in all underlying securities in proportion to their index weightings.
Inception date
June 4, 2018
Fund family
Amplify ETFs

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Data updated on 2026-08-03